James Thompson has extensive experience in investment analytics and risk management. James began their career at CareSuper as an Investment Analyst before moving on to ME Bank, where they worked in Investor Relations and Treasury Settlements. James then joined Invesco Ltd. as a Senior Performance & Investment Risk Analyst, where they oversaw quantitative information and served on various committees. Afterward, they worked at BlueBay Asset Management, where they focused on investment risk. Thompson then joined Equity Trustees as a Manager of Performance & Reporting, responsible for fund analysis and presenting to the Board Investment Subcommittee. James later joined Janus Henderson Investors, EMEA & APAC as a Manager of Performance and Reporting, where they delivered efficiency gains through workflow redesign and automation of reporting templates. Currently, Thompson is the Head of Investment Analytics at Perpetual Limited, leading a team focused on driving and directing the Investment Analytics function. James is also involved in various committees and forums within the company.
James Thompson's education history is as follows:
- From 2005 to 2007, they attended Finsia Education and obtained a Graduate Diploma in Applied Finance and Investment.
- In 2003, they enrolled at Swinburne University of Technology and completed a Bachelor's degree in Business.
- In 2002, they completed a Diploma in Business (Banking and Finance) at Swinburne University of Technology.
- From an unspecified start year to 2015, they attended the Australian School of Business & Law and obtained an Agent's Representative Course (NSW) degree.
- In 2015, they also obtained a Certificate IV in Property Services (Real Estate) from Macquarie Education.
- Furthermore, they obtained a Level 3 Technical Award in Residential Letting & Property Management from NFoPP in 2015.
Apart from their academic qualifications, James Thompson holds additional certifications such as the Investment Manager Selection from the CFA Institute (expected in 2023), the Market, Liquidity, and Asset Liability Management Risk Manager Certificate from PRMIA - Professional Risk Managers' International Association (obtained in 2019), the Certified Scrum Master from Scrum Alliance (obtained in 2014), the Certified Finance & Treasury Professional (CFTP) from the Finance and Treasury Association, and the Fellow of FINSIA (F Fin) from Finsia (Financial Services Institute of Australasia).
April, 2023 - present
January, 2020