Charalee Hoelzl, CFA

Research Analyst at Seilern Investment Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Bio

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Sep, 2021
    - Nov, 2024
  • Advanced Responsible Investment Analysis
    Principles for Responsible Investment
    Dec, 2020
    - Nov, 2024
  • Responsible Investment Essentials
    Principles for Responsible Investment
    Jul, 2019
    - Nov, 2024
  • CISI Level 6 Certificate in Private Client Investment Advice and Management
    The Chartered Institute for Securities & Investment (The CISI)
    Dec, 2017
    - Nov, 2024
  • CFA UK Level 4 Certificate in Investment Management
    CFA Institute
    Nov, 2016
    - Nov, 2024

Experience

  • Seilern Investment Management Ltd
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Research Analyst
      • Feb 2022 - Present

  • Ruffer
    • United Kingdom
    • Investment Management
    • 200 - 300 Employee
    • Investment Manager
      • Oct 2020 - Jan 2022

    • Senior Investment Associate
      • Oct 2019 - Sep 2020

    • Investment Associate
      • Feb 2017 - Sep 2019

    • Compliance Analyst
      • Oct 2014 - Feb 2017

  • James Cook University
    • Australia
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Apr 2011 - Mar 2012

  • KPMG Australia
    • Australia
    • Business Consulting and Services
    • 700 & Above Employee
    • Accounting Assistant, Audit & Advisory
      • Feb 2008 - Dec 2009

Education

  • James Cook University
    Bachelor of Business-Bachelor of Laws (LLB) (First Class Honours), Business and Law
    2009 - 2013

Community

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