Soji Olufunwa

Executive Assistant to CEO & Deputy CEO at EQ Investors Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, GB

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Credentials

  • Investment Management Certificate
    CFA UK
    Jan, 2012
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Executive Assistant to CEO & Deputy CEO
      • Jan 2015 - Present

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Business Consultant
      • Sep 2013 - Dec 2014

      Project based analytical role, part of a new business initiative in partnership with Financial Advisers, Compliance Consultants and IT Suppliers. Responsibilities include the design and implementation of an adviser CRM system, supporting the management of third party relationships and assisting in the development of the strategy of the business.

    • Investment Operations Analyst
      • Oct 2009 - Aug 2013

      Technical analyst role working across entire functional life-cycle of AXA Wealth’s fund range. Directly responsible for the transaction, analysis and review of all Corporate Action & Income entitlements required for the internal NAV production of equity, bond and collective investment holdings.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Graduate Trainee
      • 2007 - 2009

      Two-year Graduate Leadership Programme based within AXA Insurance, Wealth and AXA PPP. The scheme consisted of three eight month rotational placements across the different divisions and operating companies within AXA UK:First eight month placement encompassed a Project Managerial Support role based within the Programme Change Office of the Claims Division of AXA Insurance.Second placement involved working as a Junior Business Analyst within the Finance department at AXA PPP.Final placement was based within the Strategy & Proposition area of AXA Wealth working as a Strategic Development Consultant.

Education

  • Cass Business School
    Master of Science (MSc), Banking & International Finance
    2004 - 2006
  • University of Durham
    Bachelor of Arts (B.A.), Economics
    2001 - 2004

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