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Bio

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Carly Bode is a seasoned investment professional with expertise in investment management, financial services, and Japanese finance. She holds a CFA certification and has worked with top firms like Martin Currie and AllianceBernstein.

Credentials

  • Japanese Language Proficiency Test (JLPT) - Level 1
    Japan Foundation and Japan Educational Exchanges and Services
    Dec, 2007
    - Apr, 2026
  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

    • United Kingdom
    • Investment Management
    • 100 - 200 Employee
    • Head of Marketing and Client Services, Australia
      • Oct 2022 - Present

    • Head Product Specialist & Channel Lead, APAC
      • Sep 2021 - Nov 2022

    • Head of Product & Channel Marketing (Australia)
      • Mar 2019 - Sep 2021

    • Marketing Manager
      • Aug 2015 - Mar 2019

    • United States
    • Investment Management
    • 700 & Above Employee
    • Manager, Marketing Communications and Business Development
      • Jun 2014 - Jul 2015

    • Manager, Consultant Relations and Business Development
      • Sep 2013 - Jun 2014

    • Senior Associate, Consultant Relations and Business Development
      • Sep 2011 - Aug 2013

    • Client Relations Senior Associate
      • Sep 2010 - Aug 2011

    • Product Management Senior Associate
      • Sep 2007 - Sep 2010

    • Coordinator of International Relations / Prefectural Advisor
      • Jul 2005 - Aug 2007
      • Ibaraki, Japan

    • Marketing Consultant
      • Dec 2004 - Jul 2005
      • Melbourne, Australia

  • Consultel IT&T
    • Melbourne Area, Australia
    • Marketing Consultant
      • Jan 2004 - Dec 2004
      • Melbourne Area, Australia

    • Marketing Internship
      • Jan 2003 - Dec 2003
      • Tokyo, Japan

Education

  • 2013 - 2014
    Kaplan Higher Education
    Masters Degree, Applied Finance
  • 2012 - 2013
    Kaplan Higher Education
    Graduate Diploma, Applied Finance
  • 2008 - 2011
    CFA Institute
    Certified Financial Analyst, Levels I, II & III
  • 2001 - 2005
    Swinburne University of Technology
    Bachelor of Business (International Business) / Bachelor of Arts (Japanese), International Business / Japanese
  • 2001 - 2002
    University of the Thai Chamber of Commerce
    Summer Exchange Program (Scholarship)
  • 1994 - 2000
    Maroondah Secondary College
    VCE
  • 1999 - 1999
    Sakado High School
    Year 11, Rotary Youth Exchange Program

Suggested Services

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Industry Focus. “Investment Management”

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