Ian Joyce Email and Phone Number
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Ian Joyce personal email
Ian Joyce is a Alternatives Sourcing & Portfolio Manager | Sports Enthusiast | Fishing Aficionado at Resonant Capital Advisors. He possess expertise in microsoft office, cash flow, financial modeling, credit analysis, business development research and 23 more skills. He is proficient in Spanish.
Resonant Capital Advisors
View- Website:
- resonantcapital.com
- Employees:
- 12
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Portfolio Manager, Alternatives Sourcing ManagerResonant Capital Advisors Jul 2024 - PresentAs a portfolio manager and alternatives sourcing manager at Resonant Capital Advisors, I lead the alternatives team’s initiatives in screening and underwriting new private investment opportunities and work with the program’s director in portfolio oversight. As a member of the marketable investment team, I serve as a portfolio manager and advisor within client relationships and help manage the firm’s internal large-cap and mid-cap equity strategies.
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Lead Investment & Operations AnalystResonant Capital Advisors Nov 2021 - Oct 2024Madison, Wisconsin, United StatesMember of public markets investment committee that oversees the marketable side of client portfolios, as well as working to source and underwrite private investment opportunities (private real estate, private equity, private credit, etc.) for clients.
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Hedge Fund AnalystHovde Capital Advisors Jan 2017 - Nov 2021Madison, Wisconsin Area• Handle day-to-day logistical management of fund’s portfolio of roughly 50-70 companies – coordinate daily trades, track position and market news, monitor global equity and bond markets, monitor interest rate levels and fund’s categorical exposure• Research and analysis of portfolio companies and potential investments – covering quarterly earnings reports for portfolio companies and watch list companies, analyze earnings, write up summaries and recommendations, keep financial packages up-to-date and analyze opportunities to grow/reduce positions based on micro or macro factors
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Commercial Banking AssociateFirst Business Jun 2015 - Dec 2016Madison, Wisconsin AreaRotational training program that included time in Credit Analysis, SBA Loan Underwriting, Deposit Operations, Loan Operations, Treasury Management Support, HR, the Asset Based Lending audit team, a 4-month Loaned Executive program with the United Way of Dane County where I acted as a Portfolio Manager, and joint calling with the Commercial Lending Team. The experience I gained through this program was immensely valuable to me and the great people at First Business made my experience as good as it was. -
Loaned ExecutiveUnited Way Of Dane County Jul 2016 - Nov 2016Madison, Wisconsin AreaWorked as a portfolio manager for UWDC for 17 weeks in the professional services division, handling roughly 40 relationships with law firms, accounting firms, financial advisers, and health care facilities during their United Way campaigns. I made many awesome connections in these various industries, worked on portfolio management skills, practiced sales skills and public speaking all while driving efforts towards giving back to the Dane County community. -
Commercial Credit Analyst InternFirst Business Jun 2014 - Sep 2014Madison, Wisconsin AreaI spread financial data into company software, analyzed credit worthiness of commercial clients, and helped First Business become current on financial data. I also worked with commercial lenders, preparing balance sheets and income statements, cash flow and collateral worksheets, and borrowing base certificates for their credit presentations. Towards the end of my internship I completed an individual research project on future business development opportunities and economic trends for the Bank President and Senior Vice President of Commercial Lending/Business Development.
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Painter & Crew ManagerCollege Works Painting Jun 2011 - Aug 2012Madison, Wisconsin AreaTwo summers of painting, crew management and new customer recruitment
Ian Joyce Skills
Ian Joyce Education Details
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Public Policy -
Middleton High SchoolHigh School
Frequently Asked Questions about Ian Joyce
What company does Ian Joyce work for?
Ian Joyce works for Resonant Capital Advisors
What is Ian Joyce's role at the current company?
Ian Joyce's current role is Alternatives Sourcing & Portfolio Manager | Sports Enthusiast | Fishing Aficionado.
What is Ian Joyce's email address?
Ian Joyce's email address is ij****@****ess.com
What schools did Ian Joyce attend?
Ian Joyce attended The University Of Chicago, Middleton High School.
What are some of Ian Joyce's interests?
Ian Joyce has interest in Social Services, Environment.
What skills is Ian Joyce known for?
Ian Joyce has skills like Microsoft Office, Cash Flow, Financial Modeling, Credit Analysis, Business Development Research, Balance Sheet, Income Statements, Customer Service, Market Research, Financial Analysis, Leadership, Borrower's Certificates.
Who are Ian Joyce's colleagues?
Ian Joyce's colleagues are Kari Breitnauer, Josh Zahn, Cfp®, Carlton Dewey, Pe, David Rice, Barb Herro, Walter Dewey, Tj (Thomas) Marini.
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