Jessica Kaur, Cfa

Jessica Kaur, Cfa

Assistant Portfolio Manager @ UBS

About Jessica Kaur, Cfa

Jessica Kaur is an Assistant Portfolio Manager at UBS in London, England, with a background in finance and economics. She has held various roles in the financial sector, including positions at HSBC, CIFF, Menhaden Capital, and the Royal Bank of Scotland.

Current Role at UBS

Jessica Kaur serves as an Assistant Portfolio Manager at UBS, a position she has held since 2020. In this role, she is responsible for managing investment portfolios and assisting in the development of investment strategies. Her work involves analyzing market trends and providing insights to optimize portfolio performance. Kaur's experience at UBS contributes to her expertise in portfolio management within the financial services sector.

Previous Experience at HSBC

Prior to her current role, Jessica Kaur completed a three-month internship at HSBC in 2011. As part of the Financial Institutions Group within Global Advisory, she gained valuable experience in financial analysis and advisory services. This internship provided her with foundational knowledge in the banking sector and exposure to financial institutions.

Consultant Role at CIFF

Jessica Kaur worked as a Consultant at the Children's Investment Fund Foundation (CIFF) for two months in 2020. During her time at CIFF, she contributed to projects focused on improving the effectiveness of investments in children's welfare. This role allowed her to apply her financial expertise in a philanthropic context.

Educational Background

Jessica Kaur holds a Master's Degree in Finance from The London School of Economics and Political Science (LSE), where she studied from 2012 to 2013. She also earned a Bachelor's degree in Economics from the University of Southampton, completing her studies from 2009 to 2012. Her educational background provides a strong foundation for her career in finance and investment management.

Experience as Research Analyst

From 2017 to 2019, Jessica Kaur worked as a Research Analyst at Menhaden Capital. In this position, she conducted in-depth research and analysis to support investment decisions. Her role involved evaluating market data and trends, which enhanced her analytical skills and understanding of investment strategies.

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