AeroLeads people directory · profile
James R. Email & Phone Number
Investment Reporting Senior Analyst
at
Alta Advisers Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Reporting Senior Analyst
Location
London Area, United Kingdom, United Kingdom
Company size
Who is James R.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James R. is listed as Investment Reporting Senior Analyst at Alta Advisers Limited, a company with 46 employees, based in London Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for James R..
James R. previously worked as Investment Reporting Anaylst at Pictet Asset Management and Investment Accounts Executive at Boolers. James R. holds Bachelor'S Degree, Economics, 2:1 from University Of Derby.
Company email context
Email format at Alta Advisers Limited
This section adds company-level context without repeating James R.'s masked contact details.
Alta Advisers Limited
Review company-level records connected to James R. before choosing the right outreach path.
Profile bio
About James R.
As an Investment Reporting Analyst with over five years of experience across asset management and wealth management, I bring a wealth of expertise and a proven track record of delivering insightful, data-driven reports. My proficiency in VBA and SQL enables me to streamline complex data processes and enhance reporting accuracy and efficiency.I am a candidate for the CFA Level II exam in May 2025 and I hold the Investment Management Certificate as well as the Diploma in Regulated Financial Planning. These qualifications demonstrate my strong foundation and unwavering commitment to professional development within the financial industry.
Current workplace
James R.'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
James R. work experience
A career timeline built from the work history available for this profile.
Investment Reporting Anaylst
CurrentProduct Lead: Multi Asset Europe & Multi Asset International
Aug 2022 - Present
Investment Accounts Executive
Aug 2020 - Aug 2022
Graduate Trainee In Investments
Jul 2019 - Jul 2020
Summer Intern
Jun 2018 - Jul 2018
2 education records
James R. education
Bachelor'S Degree, Economics, 2:1
Diploma In Regulated Financial Planning, Pass
FAQ
Frequently asked questions about James R.
Quick answers generated from the profile data available on this page.
What company does James R. work for?
James R. works for Alta Advisers Limited.
What is James R.'s role at Alta Advisers Limited?
James R. is listed as Investment Reporting Senior Analyst at Alta Advisers Limited.
Where is James R. based?
James R. is based in London Area, United Kingdom, United Kingdom while working with Alta Advisers Limited.
What companies has James R. worked for?
James R. has worked for Alta Advisers Limited, Pictet Asset Management, and Boolers.
How can I contact James R.?
You can use AeroLeads to view verified contact signals for James R. at Alta Advisers Limited, including work email, phone, and LinkedIn data when available.
What schools did James R. attend?
James R. holds Bachelor'S Degree, Economics, 2:1 from University Of Derby.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the James R. you were looking for.
View similar profiles
