About Joe
Joe is a Finance Manager at Better Society Capital and is the finance lead for BSC’s listed investment trust, overseeing its financial activity and supporting the SBSI team across a range of finance matters.
His responsibilities include quarterly valuations, NAV calculations, forecasting, financial reporting and liquidity management, alongside the review of fund administration activity. He works closely with the investment team, fund administrators, auditors and AIFM, and contributes to Board and annual reporting.
Joe joined Better Society Capital in 2020 as a Finance Apprentice and has progressed through several roles within the finance team. He qualified as an ACCA accountant before moving into his current role as Finance Manager.