Moritz Jonas, CAIA, has extensive experience in institutional sales and investment advisory roles. Currently serving as Director of Institutional Sales at Schroders since July 2020, Moritz previously worked at DWS Group from March 2016 to July 2020 as Assistant Vice President, where responsibilities included translating clients' investment goals into strategic advice, conducting portfolio analyses, and presenting investment strategies. Prior to this, Moritz held an analyst position focused on portfolio risk solutions and provided strategic investment advice for institutional investors at DWS Group. Earlier experience includes a role in the Combined Studies Programme at Deutsche Asset und Wealth Management, focusing on asset management and strategic currency management. Moritz began the career with an internship at CA Immobilien Anlagen AG in accounting. Moritz holds a Bachelor of Science in Business Administration from Frankfurt School of Finance & Management and a Bachelor's degree in Finance from San Diego State University.
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