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Joseph Orsi, CFA, Finance Expert in San Antonio, TX, United States
Joseph Orsi, CFA

Finance Expert in San Antonio, TX, United States

Member since July 23, 2017
Joseph is a driven financial analyst with more than six years of experience working at a top Wall Street bank in New York City and assisting more than 60 startups and small corporations with FP&A projects. He has been directly involved in raising more than $100 million in venture debt and equity capital. Joseph is an active CFA charterholder and has a bachelor's degree in finance.
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Career Highlights

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Industry Expertise

Software Expertise

Other Expertise

Employment

  • Research Analyst

    2020 - PRESENT
    Rex Funds
    • Assisted in management of a $30+ million portfolio of publicly traded equities.
    • Performed fundamental analyses on distressed investments in industries disrupted by COVID-19 including oil and gas, aircraft manufacturing, and financials.
    • Crafted investment write-ups and built valuation models in support of investment recommendations.
    Focus areas: Distressed/Special Situations, Equity Research Analysis

  • Founder and Financial Consultant

    2016 - PRESENT
    Self-employed
    • Managed a consultancy providing FP&A support to C-level executives at startups and established companies from a vast array of industries including oil and gas, auto lending, pharmaceutical, property management, and digital gaming.
    • Actively participated in raising $100+ million of venture debt and equity capital, executing $12+ million of acquisitions, and deploying $30 million into public equity investments.
    • Ranked as a top freelancer on a leading platform, appearing on the first page of multiple top searches, consistently maintaining top-rated status, and never receiving negative feedback or a review below 4.5 stars.
    • Built complex financial models, performed company valuations, assessed acquisition opportunities, crafted investment pitch decks and business plans, and conducted industry and competitor research.
    • Supervised a network of consultants working remotely from locations around the world.
    Focus areas: Equity Research Analysis, Financial Planning & Analysis (FP&A), Venture Capital, Business Modeling

  • FP&A Lead

    2017 - 2019
    Streamline Innovations
    • Managed investor outreach for a Series B institutional investment round resulting in a $20 million investment at $70 million post-money valuation.
    • Built a complex financial model that was used to develop and communicate a financial forecast to investors and establish a valuation range.
    • Created a 409A valuation to establish the cost basis for employee stock-based compensation.
    Focus areas: Fundraising, Venture Capital

  • Investment Management Analyst

    2014 - 2016
    J.P. Morgan
    • Participated in the front-office analyst program consisting of six weeks of training on capital markets, technical skills, and firm culture with analysts from around the world; an ongoing continuing education program; and professional mentorship.
    • Supported a team tasked with the execution of initiatives to produce scale and expansion across the investment management business, which oversees $500 billion in assets for financial advisors, retirement plans, endowments, and foundations.
    • Optimized a $2 billion managed accounts business: performed competitor research to establish price ranges, collaborated with outside research firms to assess industry conditions, and built pricing models to calculate optimal fee and account minimums.
    • Coordinated an end-to-end feasibility assessment and implementation of a $200 million investment mandate within a foreign government pension system in a new international market.
    • Developed managed account investment vehicles for hedged equity and fixed income strategies, replicating the performance of existing mutual fund vehicles while maintaining collateral requirements and offering benefits of a managed account structure.
    • Created and updated monthly reports tracking key operating metrics for each business segment and periodically presented key trends to the chief operating officer of funds and institutional.
    Focus areas: Asset Management, Strategy, Corporate

Education

  • Bachelor of Science degree in Finance
    2009 - 2013
    Kansas State University - Manhattan, KS, USA

Certifications

  • Chartered Financial Analyst (CFA)
    JUNE 2018 - PRESENT
    CFA Institute

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