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Renee Charles Email & Phone Number
MBA Candidate at Alliance Manchester Business School | Forté Fellow
at
ACB Caribbean
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
MBA Candidate at Alliance Manchester Business School | Forté Fellow
Location
Manchester, England, United Kingdom
Company size
Who is Renee Charles? Overview
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Quick answer
Renee Charles is listed as MBA Candidate at Alliance Manchester Business School | Forté Fellow at ACB Caribbean, a company with 59 employees, based in Manchester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Renee Charles.
Renee Charles previously worked as Investment Intern at Inflexion and Senior Portfolio Manager at Trinidad And Tobago Unit Trust Corporation. Renee Charles holds Master Of Business Administration - Mba from Alliance Manchester Business School.
Company email context
Email format at ACB Caribbean
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ACB Caribbean
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Profile bio
About Renee Charles
Results-driven CFA Charterholder with 10 years of experience in investment management and a passion for helping the average person create wealth. Throughout my career, I have successfully executed portfolio management and developed investment strategies for diverse investment portfolios including mutual funds, pension plans and private wealth portfolios in both the equity and fixed income space. I excel in building relationships with clients and stakeholders whilst fostering collaboration to achieve shared goals. As a CFA Charterholder, I also uphold the highest standards of ethics and professionalism. If you seek a dedicated investment professional who adds value, drives growth and is passionate about helping others through finance, let’s connect.
Listed skills include Economics, Economic Modeling, Energy Industry, Powerpoint, and 11 others.
Current workplace
Renee Charles's current company
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Acb Caribbean
7 roles
Renee Charles work experience
A career timeline built from the work history available for this profile.
Investment Intern
Jun 2024 - Sep 2024
Senior Portfolio Manager
- Senior Portfolio Manager at the Trinidad and Tobago Unit Trust Corporation, the largest Mutual Funds provider in the English-speaking Caribbean with an AUM of approximately US$3Bn. Managed the Corporation's Balanced.
- Responsible for the investment strategy and daily management of the UTC’s six (6) Balanced Funds and one (1) Managed Pension Plan of approximately US$1 Billion in combined Assets Under Management
- Used fundamental and technical models to develop investment strategies and select investments to achieve outperformance versus benchmark, which resulted in the best performance for the Funds in over six (6) years in 2021
- Managed a team of six (6) direct reports - three (3) Investment Analysts and three (3) Investment Assistants
- Managed relationships with key partners and brokers locally, regionally and in the United States
- Assisted with regional expansion by conducting training and reviewing asset allocations for Jamaican and Eastern Caribbean entities
Aug 2020 - Jun 2023
Investment Analyst
- Created customized portfolios, conducted portfolio rebalancing and completed review discussions for private wealth clients
- Traded equities, exchange traded funds and corporate bonds for private wealth client portfolios using international trading platform
- Revamped and authored the monthly market briefs for clients, which increased client engagement and led to its monthly publication in the Trinidad and Tobago Guardian Newspaper
- Awarded Employee of the Month in September 2019
Mar 2019 - Aug 2020
Senior Investment Analyst
- Performed market analysis to select investment opportunities for the company’s proprietary portfolio, mutual funds and clients
- Contributed to all aspects of the firm’s repurchase agreement business including management of interest rate spreads, treasury management, liquidity risk, concentration risk and collateral management
- Conducted presentations for high-net-worth and institutional clients to discuss portfolio reviews and offer sell side products
- Authored articles for weekly publication into the Trinidad and Tobago Express Newspaper and drafted weekly presentations for live airing on local broadcasting network - CNC3 Trinidad and Tobago
Jan 2017 - Feb 2019
Investment Analyst
Bourse Securities Limited
- Performed research of local, regional and international fixed income markets
- Assisted in the marketing of fixed income products
- Provided Investment Advisory services to clients
- Authored articles for weekly publication into the Trinidad and Tobago Express Newspaper and drafted weekly presentations for live airing on local broadcasting network - CNC3 Trinidad and Tobago
Mar 2015 - Dec 2016
Investment Assistant
Guardian Asset Management
- Completed data entry and settlement processing for private wealth transactions
- Responsible for the reconciliation of both local and overseas asset holdings for private wealth clients
Aug 2013 - Nov 2014
3 education records
Renee Charles education
Master Of Business Administration - Mba
Bachelor Of Science (B.Sc.), Economics
Education record
St. Joseph'S Convent San Fernando
FAQ
Frequently asked questions about Renee Charles
Quick answers generated from the profile data available on this page.
What company does Renee Charles work for?
Renee Charles works for ACB Caribbean.
What is Renee Charles's role at ACB Caribbean?
Renee Charles is listed as MBA Candidate at Alliance Manchester Business School | Forté Fellow at ACB Caribbean.
Where is Renee Charles based?
Renee Charles is based in Manchester, England, United Kingdom while working with ACB Caribbean.
What companies has Renee Charles worked for?
Renee Charles has worked for Acb Caribbean, Inflexion, Trinidad And Tobago Unit Trust Corporation, Ansa Merchant Bank, and Bourse Securities Limited.
How can I contact Renee Charles?
You can use AeroLeads to view verified contact signals for Renee Charles at ACB Caribbean, including work email, phone, and LinkedIn data when available.
What schools did Renee Charles attend?
Renee Charles holds Master Of Business Administration - Mba from Alliance Manchester Business School.
What skills is Renee Charles known for?
Renee Charles is listed with skills including Economics, Economic Modeling, Energy Industry, Powerpoint, Research, Microsoft Office, Teamwork, and Analysis.
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