AMIT JOSHI – CAIA

Associate Portfolio Manager

Amit is an Associate Portfolio Manager at Roundtable. Amit’s duties include analysis of securities to make inclusion and/or removal decisions from investment portfolios, meeting with company management teams, and communicating with sell side analysts. Amit also monitors macro events and data and analyzes their impacts on portfolio positions. Amit graduated from the University of Waterloo where he attained a Bachelor of Arts degree majoring in Economics and specializing in Finance and Public Policy.  Amit has successfully completed Level 1 of the Chartered Financial Analyst program and received the Chartered Alternative Investment Analyst (CAIA) designation in 2013.

Education:
Bachelor of Arts – Economics, University of Waterloo, 2007
Chartered Alternative Investment Analyst (CAIA) Charterholder, CAIA Association, 2013
Completed Level I, Chartered Financial Analyst (CFA) Program – CFA Institute