See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JW

James Wilson

Senior Portfolio Manager at Jamieson Coote Bonds
Intro Book
Experienced finance professional with expertise in fixed income, derivatives, and portfolio management.
  • Claim this Profile
Location
Melbourne, Victoria, Australia, AU
Skills
  • Fixed Income
  • Derivatives
  • Banking
  • Portfolio Management
  • Financial Markets
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
James Wilson is a seasoned finance professional with extensive experience in fixed income, derivatives, banking, and portfolio management. He has held senior roles at Jamieson Coote Bonds, Bayley House Ltd, and VFMC (Victorian Funds Management Corporation), and has worked at ANZ and Deloitte. He holds a Bachelor of Commerce and Bachelor of Engineering from the University of Melbourne, and certifications from the Chartered Institute of Securities and Investments and Australian Financial Markets Association.

Credentials

  • Level 3 Certificate in Investments – Principles of Financial Regulation
    Chartered Institute of Securities and Investments
    Sep, 2012
    - Apr, 2026
  • Diploma of Financial Markets (RG 146)
    Australian Financial Markets Association
    Mar, 2007
    - Apr, 2026

Experience

  • Jamieson Coote Bonds
    • Melbourne, Victoria, Australia
    • Senior Portfolio Manager
      • Nov 2021 - Present
      • Melbourne, Victoria, Australia

  • Bayley House Ltd
    • Finance Committee Member
      • Oct 2016 - Present

      Bayley House is a not-for-profit charitable organisation, offering a range of services and programs to support adults with an intellectual disability.

  • VFMC (Victorian Funds Management Corporation)
    • Australia
    • Investment Management
    • 100 - 200 Employee
    • Senior Portfolio Manager, Fixed Interest and Absolute Returns
      • Aug 2018 - Nov 2021

    • Portfolio Manager, Fixed Interest and Absolute Returns
      • Feb 2015 - Aug 2018

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Rates Trader
      • Apr 2012 - Jun 2014

    • Rates Trader
      • Feb 2008 - Apr 2012

    • Graduate - Global Markets
      • Jan 2007 - Jan 2008

  • Deloitte
    • Melbourne, Australia
    • Summer Intern
      • Jan 2006 - Feb 2006
      • Melbourne, Australia

  • EY
    • Melbourne, Australia
    • Summer Intern
      • Dec 2005 - Jan 2006
      • Melbourne, Australia

Education

  • 2001 - 2006
    University of Melbourne
    Bachelor of Commerce (B.Com.), Finance, General
  • 2001 - 2006
    University of Melbourne
    Bachelor of Engineering (B.Eng.), Civil Engineering
  • 1995 - 2000
    Penleigh and Essendon Grammar School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles