Josh Kruse, CFA, CAIA

Josh Kruse, CFA, CAIA

Associate Director

Josh joined UBC Investment Management in 2019, focusing on investment research, portfolio modelling and data analytics. He is currently responsible for manager selection, due diligence, and monitoring for private equity, credit and real assets portfolios.

Prior to joining UBC Investment Management, Josh worked as a Senior Analyst for four years at Bloomberg LP in London, England where he focused on alternative asset classes. He also has prior experience at Mackenzie Investments in Toronto. Josh received a Bachelor of Arts Economics from McGill University and an M.Sc. in Finance from Durham University. He is a CFA charterholder and CAIA charterholder.