Financial Analyst
Current
Nov 2024 - Present
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Joel Jules Email & Phone Number
Financial Analyst
at
CapAcuity
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst
Location
Greater Orlando, United States
Company size
Who is Joel Jules? Overview
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Quick answer
Joel Jules is listed as Financial Analyst at CapAcuity, a with 27 employees, based in Greater Orlando, United States. AeroLeads shows a matched LinkedIn profile for Joel Jules.
Joel Jules previously worked as Fund Accountant at Bny Mellon and IT Technician at Avatara. Joel Jules holds Bachelor Of Science - Bs, Finance from Lindenwood University.
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Email format at CapAcuity
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CapAcuity
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Profile bio
About Joel Jules
Finance professional with strong interest in financial markets and investment management.From Caracas, Venezuela.
Current workplace
Joel Jules's current company
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Capacuity
5 roles
Joel Jules work experience
A career timeline built from the work history available for this profile.
Fund Accountant
-Performed daily evaluation tasks including preparation and analysis of reconciliations concerning cash,corporate actions, term loans and hedging instruments.-Executed daily valuation processes, ensuring precise reporting of the NAV for ETFs with assets exceeding $300 billion.-Managed transaction and reporting activities from daily accrual of expenses and income to the purchase and sell of investment securities in the fund’s portfolio.-Maintained regular communication with multiple clients and third parties on a daily basis to guarantee precise execution of instructions for the funds.
Feb 2023 - Jan 2024
It Technician
-Collaborated in troubleshooting and resolving technical issues, showcasing adaptability and problem-solving skills in a dynamic IT environment.-Assisted in the implementation of software upgrades, contributing to enhanced system functionality and performance.-Supported end-users through effective communication and troubleshooting ensuring seamless integration of ITsolutions to meet organizational needs.
Aug 2022 - Dec 2022
Equity Research Analyst
-Performed equity research in communication services, health care, technology, and industrial sectors, contributing to informed decision-making and strategic insights.-Conducted thorough financial analysis using DCF and market multiple methods, presenting compelling investment opportunities for potential inclusion in the $100,000 portfolio.-Monitored stock and ETF performances meticulously, leveraging data analysis to inform insightful decision-making and craft well-founded investment strategies.
Jan 2022 - Dec 2022
Finance & Accounting Intern
-Identified and analyzed cost-saving opportunities, leading to the implementation of strategic measures that resulted in a 15% reduction in operational expenses.-Developed and oversaw detailed spreadsheets to precisely monitor both inflows and outflows of cash, guaranteeing immediate insight into the company’s financial status.-Implemented proactive accounts receivables strategies, reducing outstanding balances by 7% through efficientinvoice tracking and meticulous reconciliation processes.
May 2019 - Aug 2019
Team & coworkers
Colleagues at CapAcuity
Other employees you can reach at capacuity.com. View company contacts for 27 employees →
LB
Lauren Bleichert
Colleague at CapacuitySaratoga Springs, New York, United States
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KS
Kerry St. George
Colleague at CapacuityMedway, Massachusetts, United States
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MD
Michael Dorato
Colleague at CapacuityCanaan, New York, United States
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ES
Eddie Selover
Colleague at CapacuityLake Mary, Florida, United States
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MM
Mendel Melzer, Cfa
Colleague at CapacuityLake Mary, Florida, United States
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BW
Bert Ward, Cfp®, Chfc®
Colleague at CapacuityRaleigh, North Carolina, United States
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KR
Kerry Rubin
Colleague at CapacuityAltamont, New York, United States
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DH
Donald Harrington
Colleague at CapacuityMeredith, New Hampshire, United States
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RL
Rob Little, Cfa, Cpa
Colleague at CapacuityGreater Orlando, United States
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SB
Shawn Besser
Colleague at CapacuityGreater Orlando, United States
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Lauren Bleichert
Colleague at CapacuitySaratoga Springs, New York, United States
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KS
Kerry St. George
Colleague at CapacuityMedway, Massachusetts, United States
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MD
Michael Dorato
Colleague at CapacuityCanaan, New York, United States
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ES
Eddie Selover
Colleague at CapacuityLake Mary, Florida, United States
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MM
Mendel Melzer, Cfa
Colleague at CapacuityLake Mary, Florida, United States
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BW
Bert Ward, Cfp®, Chfc®
Colleague at CapacuityRaleigh, North Carolina, United States
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KR
Kerry Rubin
Colleague at CapacuityAltamont, New York, United States
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DH
Donald Harrington
Colleague at CapacuityMeredith, New Hampshire, United States
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RL
Rob Little, Cfa, Cpa
Colleague at CapacuityGreater Orlando, United States
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SB
Shawn Besser
Colleague at CapacuityGreater Orlando, United States
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3 education records
Joel Jules education
Bachelor Of Science - Bs, Finance
Bachelor Of Science - Bs, Economics
High School Diploma
U.E Colegio Champagnat
FAQ
Frequently asked questions about Joel Jules
Quick answers generated from the profile data available on this page.
What company does Joel Jules work for?
Joel Jules works for CapAcuity.
What is Joel Jules's role at CapAcuity?
Joel Jules is listed as Financial Analyst at CapAcuity.
Where is Joel Jules based?
Joel Jules is based in Greater Orlando, United States while working with CapAcuity.
What companies has Joel Jules worked for?
Joel Jules has worked for Capacuity, Bny Mellon, Avatara, Robert W. Plaster College Of Business And Entrepreneurship, and Grupo Jules.
Who are Joel Jules's colleagues at CapAcuity?
Joel Jules's colleagues at CapAcuity include Lauren Bleichert, Kerry St. George, Michael Dorato, Eddie Selover, and Mendel Melzer, Cfa.
How can I contact Joel Jules?
You can use AeroLeads to view verified contact signals for Joel Jules at CapAcuity, including work email, phone, and LinkedIn data when available.
What schools did Joel Jules attend?
Joel Jules holds Bachelor Of Science - Bs, Finance from Lindenwood University.
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