Joseph Smith, Cfa
About Joseph Smith, Cfa
Joseph Smith is an Associate Director in Real Estate Multi Managers at UBS, a position he has held since 2019. He holds a BA in Classics from Durham University and is a CFA Charterholder.
Work at UBS
Joseph Smith has held the position of Associate Director in the Real Estate Multi-Managers division at UBS since 2019. In this role, he is responsible for overseeing various aspects of real estate investment management. His tenure at UBS has been marked by a focus on strategic investment decisions and portfolio management within the real estate sector. The London office serves as a key location for UBS's global operations, and Smith's contributions are integral to the firm's objectives in real estate investment.
Previous Experience at Saunderson House
Before joining UBS, Joseph Smith worked as an Investment Analyst at Saunderson House from 2013 to 2019. During his six years in this role, he gained experience in analyzing investment opportunities and developing strategies for client portfolios. His work involved collaborating with various teams to ensure optimal investment performance and client satisfaction.
Early Career at Hargreaves Lansdown
Joseph Smith began his career as an Assistant Stockbroker at Hargreaves Lansdown in 2013. He worked in this position for eight months, where he assisted clients with stock trading and investment inquiries. This early experience provided him with foundational knowledge in financial markets and client service.
Education and Expertise
Joseph Smith studied at Durham University, where he earned a Bachelor of Arts degree in Classics from 2009 to 2012. He furthered his education by obtaining the CFA Charterholder designation from the CFA Institute between 2015 and 2017. This combination of academic background and professional certification underscores his expertise in finance and investment management.