AeroLeads people directory · profile
Josh Kliethermes, Cfa Email & Phone Number
Analyst @ NISA Investment Advisors, LLC
at
OMAC Beverage Advisors
1 work email found
@jpmorgan.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Analyst @ NISA Investment Advisors, LLC
Location
Greater St. Louis, United States
Company size
Who is Josh Kliethermes, Cfa? Overview
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Quick answer
Josh Kliethermes, Cfa is listed as Analyst @ NISA Investment Advisors, LLC at OMAC Beverage Advisors, a with 5 employees, based in Greater St. Louis, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Josh Kliethermes, Cfa.
Josh Kliethermes, Cfa previously worked as Analyst at Nisa Investment Advisors, Llc and Investment Analyst at University Of Missouri Endowment Fund. Josh Kliethermes, Cfa holds Bachelor Of Business Administration - Bba, Finance And Banking With Real Estate; Economics; Certificate In Investments from University Of Missouri Trulaske College Of Business.
Company email context
Email format at OMAC Beverage Advisors
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*@jpmorgan.com
68% confidence
AeroLeads found 1 current-domain work email signal for Josh Kliethermes, Cfa. Compare company email patterns before reaching out.
Profile bio
About Josh Kliethermes, Cfa
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.
Listed skills include Leadership, Information Technology, Microsoft Excel, Communication, and 5 others.
Current workplace
Josh Kliethermes, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Omac Beverage Advisors
9 roles
Josh Kliethermes, Cfa work experience
A career timeline built from the work history available for this profile.
Analyst
Current
Mar 2023 - Present
Investment Analyst
• 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
Aug 2022 - Dec 2022
Summer Analyst
• 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
Jun 2022 - Aug 2022
Investment Summer Analyst
• 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
Jun 2021 - Aug 2021
Accounting Intern
• 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
Jun 2020 - Aug 2020
Flooring Installer
Apr 2019 - Aug 2019
Seasonal Worker - Forestry
Jefferson City Parks, Recreation And Forestry
Jan 2018 - Aug 2018
Seasonal Worker - Landscaping
Jefferson City Parks, Recreation And Forestry
May 2017 - Dec 2017
2 education records
Josh Kliethermes, Cfa education
Bachelor Of Business Administration - Bba, Finance And Banking With Real Estate; Economics; Certificate In Investments
University Of Missouri Trulaske College Of Business
Education record
Helias Catholic High School
FAQ
Frequently asked questions about Josh Kliethermes, Cfa
Quick answers generated from the profile data available on this page.
What company does Josh Kliethermes, Cfa work for?
Josh Kliethermes, Cfa works for OMAC Beverage Advisors.
What is Josh Kliethermes, Cfa's role at OMAC Beverage Advisors?
Josh Kliethermes, Cfa is listed as Analyst @ NISA Investment Advisors, LLC at OMAC Beverage Advisors.
What is Josh Kliethermes, Cfa's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Josh Kliethermes, Cfa at OMAC Beverage Advisors.
Where is Josh Kliethermes, Cfa based?
Josh Kliethermes, Cfa is based in Greater St. Louis, United States while working with OMAC Beverage Advisors.
What companies has Josh Kliethermes, Cfa worked for?
Josh Kliethermes, Cfa has worked for Omac Beverage Advisors, Nisa Investment Advisors, Llc, University Of Missouri Endowment Fund, Jpmorganchase, and Public School And Education Employee Retirement System Of Missouri.
How can I contact Josh Kliethermes, Cfa?
You can use AeroLeads to view verified contact signals for Josh Kliethermes, Cfa at OMAC Beverage Advisors, including work email, phone, and LinkedIn data when available.
What schools did Josh Kliethermes, Cfa attend?
Josh Kliethermes, Cfa holds Bachelor Of Business Administration - Bba, Finance And Banking With Real Estate; Economics; Certificate In Investments from University Of Missouri Trulaske College Of Business.
What skills is Josh Kliethermes, Cfa known for?
Josh Kliethermes, Cfa is listed with skills including Leadership, Information Technology, Microsoft Excel, Communication, Finance, Economics, Critical Thinking, and Business.
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