Josh Kliethermes, Cfa Email and Phone Number
Josh Kliethermes, Cfa work email
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Josh Kliethermes, Cfa personal email
I am currently an Analyst at NISA Investment Advisors. CFA Charterholder.I graduated with a BBA from the University of Missouri Trulaske College of Business, with a triple emphasis in Finance, Economics, and Real Estate, and a Certificate in Investments. During my studies, I gained valuable experience as an Investment Fund Analyst for the University of Missouri Endowment Fund, where I prepared research reports and made recommendations for the Energy sector. I also completed a summer analyst program at J.P. Morgan, where I collaborated with specialists to provide customized banking and investing services for ultra-high-net-worth clients.
Omac Beverage Advisors
View- Website:
- omacbeverage.com
- Employees:
- 5
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Omac Beverage AdvisorsGreater St. Louis
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AnalystNisa Investment Advisors, Llc Mar 2023 - PresentSt Louis, Missouri, Us -
Investment AnalystUniversity Of Missouri Endowment Fund Aug 2022 - Dec 2022• 1 of 14 students selected to actively manage ~$2.2 million of the University of Missouri' endowment portfolio• Developed detailed valuation models using DCF, P/E, and EV/EBITDA methodologies, contributing to stock price forecasts in the Energy sector• Analyzed macroeconomic data and market trends to identify investment opportunities and risks• Authored comprehensive equity research reports, providing actionable insights in aiding buy/sell/hold strategic investment decisions -
Summer AnalystJpmorganchase Jun 2022 - Aug 2022New York, Ny, Us• Developed reports for clients such as account summaries, performance reviews, asset allocation, tax summaries, etc.• Produced pitch books and presentations used in meetings regarding the client’s current accounts and future investment opportunities• Collaborated with specialists to provide customized banking, investing, credit, and trust and estate planning solutions for 100+ ultra-high-net-worth clients• Utilized Python to automate manual tasks -
Investment Summer AnalystPublic School And Education Employee Retirement System Of Missouri Jun 2021 - Aug 2021Jefferson City, Mo, Us• Provided ongoing support to the Investment Team across multiple asset classes• Reviewed audited financial statements for over 200 private equity, private credit, and real estate partnerships• Reconciled private equity and private credit cash flows for proper accounting in the internal alternative investment software programs• Participated in investment manager due diligence meetings• Researched active investment managers and met with investment officers to discuss findings• Helped identify and implement workflow/system improvements including the automation of manual MS Excel tasks using VBA -
Accounting InternPublic School And Education Employee Retirement System Of Missouri Jun 2020 - Aug 2020Jefferson City, Mo, Us• Assisted with performance reconciliation for a $43 billion portfolio• Worked with the Purchasing Analyst to ensure accuracy of a $17.1 million expansion/renovation• Operational due diligence for Alternative Investments (Private Equity, Real Estate, Private Credit)• Attended due diligence meetings with renovation project managers
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Flooring InstallerJcl Hardwood Floors Apr 2019 - Aug 2019 -
Seasonal Worker - ForestryJefferson City Parks, Recreation And Forestry Jan 2018 - Aug 2018
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Seasonal Worker - LandscapingJefferson City Parks, Recreation And Forestry May 2017 - Dec 2017
Josh Kliethermes, Cfa Skills
Josh Kliethermes, Cfa Education Details
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University Of Missouri Trulaske College Of BusinessFinance And Banking With Real Estate; Economics; Certificate In Investments -
Helias Catholic High School
Frequently Asked Questions about Josh Kliethermes, Cfa
What company does Josh Kliethermes, Cfa work for?
Josh Kliethermes, Cfa works for Omac Beverage Advisors
What is Josh Kliethermes, Cfa's role at the current company?
Josh Kliethermes, Cfa's current role is Analyst @ NISA Investment Advisors, LLC.
What is Josh Kliethermes, Cfa's email address?
Josh Kliethermes, Cfa's email address is jo****@****gan.com
What schools did Josh Kliethermes, Cfa attend?
Josh Kliethermes, Cfa attended University Of Missouri Trulaske College Of Business, Helias Catholic High School.
What skills is Josh Kliethermes, Cfa known for?
Josh Kliethermes, Cfa has skills like Leadership, Information Technology, Microsoft Excel, Communication, Finance, Economics, Critical Thinking, Business, Journalism.
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