I'm passionate about the close relationship between finance and business with a strong interest in investing and the financial markets. I aim to build a career that encompasses these passions and can develop my industry knowledge.In September 2024, I started at the University of Nottingham studying Finance, Accounting & Management. During this time, I hope to complete relevant Spring and Summer internships to enhance my experience.I am a skilled and adaptable individual with a strong drive for success.
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Vice DirectorNefs Investment FundUnited Kingdom -
Us & Canadian Markets AnalystNefs Investment Fund Oct 2024 - PresentNottingham, England, United Kingdom• 1 of just 8 analysts selected for the US & Canadian Markets Team. The NEFS Investment Fund is one of the largest student-led funds in the UK with over £40,000 in total assets under management.• Conducting research across a vast array of companies and industries within this sector, seeking viable investment opportunities to pitch to the team ensuring the future growth and success of the fund. -
Finance ExecutiveSirplus Jul 2023 - Jul 2024London, England, United Kingdom• Joined through the Multiverse Apprenticeship Scheme before being offered a full-time position upon successful completion of the course in July 2023• Managed the daily finances of the business, including payments, invoice processing, and bookkeeping• Reported directly to the CEO & COO communicating all relevant financial activities and updates• Maintained internal financial statements to facilitate forecast and budget planning• Prepared Month-End Accounting documents to analyse profitability and assist with strategic planning• Managed monthly payroll ensuring accurate payment for both full-time and hourly-paid staff• Identified cost-reduction opportunities within the business totalling over £60K+ in 2023• Brokered financing deals worth £500K+ in 2022/23 to fuel business growth through increased inventory purchasing -
Finance And Administration AssistantSirplus Jun 2022 - Jul 2023London, England, United Kingdom -
Customer Service AdvisorArgos Jul 2021 - May 2022Cobham, England, United Kingdom• Fulfilled requests and advised customers on a wide variety of products to increase sales and ensure smooth daily operation• Completed training to sell Argos Financial Services products to customers helping boost a key revenue stream for the store through insurance packages and the Argos Card• Received commendation from my manager and a £50 retail gift card for exceptional sales figures in April 2022
Joshua Kerr-Shepherd Education Details
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Finance, Accounting & Management -
Howard Of Effingham Sixth FormA*, A, B -
Merit -
Howard Of Effingham8/8, 7, 7, 7, 6, 6, 6, 5
Frequently Asked Questions about Joshua Kerr-Shepherd
What company does Joshua Kerr-Shepherd work for?
Joshua Kerr-Shepherd works for Nefs Investment Fund
What is Joshua Kerr-Shepherd's role at the current company?
Joshua Kerr-Shepherd's current role is Vice Director.
What schools did Joshua Kerr-Shepherd attend?
Joshua Kerr-Shepherd attended University Of Nottingham, Howard Of Effingham Sixth Form, Multiverse, Howard Of Effingham.
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