Joshua Grobler

Joshua Grobler has a diverse work experience in the financial industry. Joshua started their career at Jordan International Bank PLC as an Insight Days Intern in 2014. Joshua then interned at Hybridan LLP as a Corporate Finance Intern in 2015 and again in 2016, focusing on commercial banking and corporate finance.

In 2017, Joshua joined Lloyds Banking Group as an Associate Relationship Manager, where they managed client payments and money transfers. Joshua later worked as an Analyst in Strategic Debt Finance, providing private debt solutions and conducting research on business financial statements. Joshua also served as a Relationship Manager for small and medium-sized enterprises (SMEs), analyzing financial statements and identifying business opportunities.

From 2019 to 2020, Joshua worked in Portfolio Analytics at Lloyds Banking Group, calculating deposit pricing and evaluating RWA requirements for the commercial bank. Joshua also performed large dataset analysis to identify and solve discrepancies.

In 2020, Joshua joined the Financial Services Culture Board as an Analyst, Assessment & Insights, where they analyzed large datasets and created reports for multiple organizations. Currently, they serve as a Client Service Analyst at Y TREE, a company specializing in financial life intelligence.

Throughout their work experience, Joshua has consistently demonstrated strong analytical skills, attention to detail, and the ability to manage multiple stakeholders and meet deadlines.

Joshua Grobler's education history is as follows:

Joshua Grobler attended The Sixth Form College Farnborough from 2011 to 2013, although the degree name and field of study for this period are not specified.

From 2014 to 2017, Joshua Grobler studied at Coventry University and obtained a Bachelor of Arts (B.A.) degree in Economics.

In 2019, Joshua Grobler enrolled in Corporate Finance Institute® (CFI) and completed a certificate course in Accounting Fundamentals.

During the same year, 2019, Joshua Grobler also attended Corporate Finance Institute® (CFI) for a Financial Modelling & Valuation Analysis program.

Joshua Grobler has obtained several additional certifications. In 2015, they received the Bloomberg Aptitude Test certification from Bloomberg LP. In 2016, they earned the Bloomberg Markets Concept certification from the same institution.

In 2021, Joshua Grobler obtained the "Risk in Financial Services" certification from The Chartered Institute for Securities & Investment (The CISI).

Their most recent certification is the "Investment Management Certification (IMC)" from CFA UK, which they obtained in June 2023.

There is also mention of two certifications from the Chartered Insurance Institute, R01 - Financial services, regulations & ethics, and R02 - Investment principles and risk, but specific details regarding when and where they were obtained are not provided.