Josh is an investment banker turned entrepreneur who lives in New York City. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and launching two companies of his own as a founder. Josh enjoys freelance consulting as it allows him to meet and work with incredible entrepreneurs across the world.
Researched each potential client and tailored decks to them specifically.
Met in person with the CEO in NYC to discuss strategy.
Reformatted existing decks to look more professional, clear, and concise.
Focus areas: Investor Communications
2016 - 2017
Led the team as Co-founder and COO in capital acquisition, operations, financial modeling, business development, and management.
Built our financial model for internal projections and external fundraising efforts.
Created multiple pitch decks for the capital raising process that described complex technical concepts and solutions.
Launched a business development effort with legal contracts, pricing strategies, and sales slide decks.
Ran an efficient telecommuting team, highlighting that efficiency and communication are paramount.
Focus areas: Strategic Planning, Leadership, Operations, Capital Raising, Fundraising Presentation Development, Financial Modeling & Valuation, Business Plan & Model Development
Institutional Equity Sales Associate
2014 - 2016
Leveraged Morgan Stanley equity research, technical indicators, trading activity, investor trends, and reputable colleagues to generate transaction-oriented trade ideas that created alpha for our 200+ institutional clients.
Sold IPOs, follow-on offerings, and block trades to institutional asset managers, such as Alibaba, Rocket Internet, and Emaar Malls Group, Naspers.
Pitched, discussed, and monetized Morgan Stanley's content and platform for equity research.
Developed and wrote content for client distribution, including market commentary, investor positioning, global events analyses, and political risk assessments.
Created quarterly presentations on the desk’s performance for senior management.
Contributed to other ad hoc projects, such as Global Best Ideas and the weekly “Global Reflections” note that is distributed to over 50,000 institutional clients each week.
I have significant experience in the energy sector after getting a geology degree in college, interning at an upstream oil & gas company in Houston (NYSE: CXPO), and spending a considerable amount of time following the sector while at Morgan Stanley.
I can build fully functioning financial models that have formula plug-ins to outside data sources. On the equity trading floor at Morgan Stanley, I had a Bloomberg which comes with an excel plug-in. I built my own technical and fundamental models that were linked with Bloomberg formulas in order to live-update whenever refreshed. This automated my investment & market analysis process which I leveraged across my client base (top hedge funds & asset managers in the world). I can build fully functioning financial models that have formula plug-ins to outside data sources.
Focus areas: Capitals Markets, Equity Research, Business Review Presentations, Emerging Markets, Geopolitics, Investments, Relationship Management, Financial Modeling & Valuation, Business Plan & Model Development
Investment Banking Analyst
INTL FC Stone
2013 - 2013
Executed M&A (Mergers & Acquisitions) advisory for middle market companies in the mining, agriculture, and energy sectors.
Prepared deal committee memoranda and pitchbooks to describe industry trends and companies’ fundamentals.
Completed Capital IQ screens for comparable companies and precedent transactions analyses.
Supported Aladdin, BlackRock’s proprietary investment platform, by offering operational support for internal portfolio managers and traders.
Created and automated custom reports for firm clients focused on position analysis, evaluating risk exposure and identifying derivative contract discrepancies and unsettled trades from the previous day.
Joined a special working group focused on developing a new internal trading platform.
Startups nowadays are hyper focused on growth at all costs, a practice which often undermines the fundamental health of the business. This article takes an in-depth look at the importance of focusing on customer retention from day one and the practical benefits it can provide in the medium to long term.
Series 7 & 63 licenses in Finance (General Securities Representative & Uniform Securities Agent)
FINRA - New York, NYC, USA
2014 - 2016
Level 1 - Chartered Alternative Investment Analyst in Alternative Investments
Chartered Alternative Investment Analyst - New York City, NY, USA
2013 - 2013
Bachelor's degree in Business/Economics and Geology (Minor)