Senior Associate - Portfolio Implementation
Current
Jan 2024 - Present
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Joe Coster Email & Phone Number
Senior Associate at Cambridge Associates
at
Cambridge Associates
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate at Cambridge Associates
Location
United Kingdom, United Kingdom, United Kingdom
Company size
Who is Joe Coster? Overview
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Quick answer
Joe Coster is listed as Senior Associate at Cambridge Associates at Cambridge Associates, a company with 1539 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Joe Coster.
Joe Coster previously worked as Senior Associate - Portfolio Implementation at Cambridge Associates and Trader at Advanced Markets Group. Joe Coster holds Bachelor'S Degree, Business Entrepreneurship & Innovation, First Class 1:1 from University Of Greenwich.
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Cambridge Associates
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Profile bio
About Joe Coster
Joe Coster is a Senior Associate at Cambridge Associates at Cambridge Associates.
Current workplace
Joe Coster's current company
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Cambridge Associates
6 roles
Joe Coster work experience
A career timeline built from the work history available for this profile.
Trader
Main Responsibilities:➢ Monitored client strategies and performance over multiple platforms, making necessary book adjustments or hedging within the businesses risk/exposure tolerance➢ Executed complex trade orders, employed through thorough market and news analysis, leveraging these insights with our investment strategies and portfolio objectives➢.
Oct 2022 - Nov 2023
Settlements Analyst
Main Responsibilities: ➢ Overseeing all equity and fixed income trades through whole trade lifecycle, resolving any discrepancies or fails within market, FX and Custodian deadlines➢ Responsible for the day-to-day operational relationship with Brokers; monitoring, resolving and logging issues➢ Processing of all Unit Trust conversions and funds switches ➢.
Jun 2022 - Oct 2022
Client Entitlements Analyst
Main Responsibilities:➢ Corporate Actions: Instructing and processing all voluntary and mandatory Corporate Actions for stocks held at Ruffer.➢ Proxy Voting: Identify all Proxy Voting meetings relating to Ruffer, accurately reconciling and instructing responses within the deadlines.➢ Client Payments: Processing both UK and foreign payments in a timely.
Jun 2021 - Jun 2022
Client Servicing Analyst
Main Responsibilities:➢ On-board new clients within CRM & Pulse➢ Transition of assets for new and leaving clients.➢ Process portfolio restructures (internal asset transfers) in accordance with Front Office requests.➢ Process and reconcile Lloyds & Non Ruffer held portfolios for quarterly valuation production.➢ Maintaining Client static data➢ LEI processing.
Jun 2020 - Jun 2021
Liquidity Executive
Main Responsibilities:➢ Transfer platform holdings in and out of FNZ custody on a daily basis.➢ Issuing Stock Transfer Forms to Fund Managers.➢ Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions.➢ Ensure that all platform assets are re-registered within KPI & SLA timeframes.➢ Perform investigation on Transfer In and Out.
Jul 2019 - Jun 2020
Team & coworkers
Colleagues at Cambridge Associates
Other employees you can reach at cambridgeassociates.com. View company contacts for 1539 employees →
AW
Alex Weller
Colleague at Cambridge Associates
Alexandria, Virginia, United States, United States
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SH
Sophie Habermann
Colleague at Cambridge Associates
Greater Boston, United States, United States
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CM
Clark Mortell
Colleague at Cambridge Associates
Stuart, Florida, United States, United States
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SW
Sophie W.
Colleague at Cambridge Associates
Greater Boston, United States
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DP
Dean Poulos
Colleague at Cambridge Associates
Boston, Massachusetts, United States, United States
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EJ
Emily Jones, Mba, Pmp
Colleague at Cambridge Associates
Tewksbury, Massachusetts, United States, United States
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SP
Stephen Pender
Colleague at Cambridge Associates
Milton, Massachusetts, United States, United States
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OM
Olga Medvedeva
Colleague at Cambridge Associates
Greater London, England, United Kingdom, United Kingdom
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ME
Morgen Ellis, Cipm
Colleague at Cambridge Associates
Washington, District Of Columbia, United States, United States
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MT
Michael Totten
Colleague at Cambridge Associates
Brooklyn, New York, United States, United States
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Alex Weller
Colleague at Cambridge Associates
Alexandria, Virginia, United States, United States
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SH
Sophie Habermann
Colleague at Cambridge Associates
Greater Boston, United States, United States
View →
CM
Clark Mortell
Colleague at Cambridge Associates
Stuart, Florida, United States, United States
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SW
Sophie W.
Colleague at Cambridge Associates
Greater Boston, United States
View →
DP
Dean Poulos
Colleague at Cambridge Associates
Boston, Massachusetts, United States, United States
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EJ
Emily Jones, Mba, Pmp
Colleague at Cambridge Associates
Tewksbury, Massachusetts, United States, United States
View →
SP
Stephen Pender
Colleague at Cambridge Associates
Milton, Massachusetts, United States, United States
View →
OM
Olga Medvedeva
Colleague at Cambridge Associates
Greater London, England, United Kingdom, United Kingdom
View →
ME
Morgen Ellis, Cipm
Colleague at Cambridge Associates
Washington, District Of Columbia, United States, United States
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MT
Michael Totten
Colleague at Cambridge Associates
Brooklyn, New York, United States, United States
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3 education records
Joe Coster education
Bachelor'S Degree, Business Entrepreneurship & Innovation, First Class 1:1
A-Level
The Seevic College
Gcse
The Appleton School
FAQ
Frequently asked questions about Joe Coster
Quick answers generated from the profile data available on this page.
What company does Joe Coster work for?
Joe Coster works for Cambridge Associates.
What is Joe Coster's role at Cambridge Associates?
Joe Coster is listed as Senior Associate at Cambridge Associates at Cambridge Associates.
Where is Joe Coster based?
Joe Coster is based in United Kingdom, United Kingdom, United Kingdom while working with Cambridge Associates.
What companies has Joe Coster worked for?
Joe Coster has worked for Cambridge Associates, Advanced Markets Group, Ruffer Llp, and Fnz Group.
Who are Joe Coster's colleagues at Cambridge Associates?
Joe Coster's colleagues at Cambridge Associates include Alex Weller, Sophie Habermann, Clark Mortell, Sophie W., and Dean Poulos.
How can I contact Joe Coster?
You can use AeroLeads to view verified contact signals for Joe Coster at Cambridge Associates, including work email, phone, and LinkedIn data when available.
What schools did Joe Coster attend?
Joe Coster holds Bachelor'S Degree, Business Entrepreneurship & Innovation, First Class 1:1 from University Of Greenwich.
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