Joel H. Email & Phone Number

Menomonee Falls, Wi, Us

Cincinnati, Ohio, United States

Menomonee Falls, Wisconsin, United States

Lead buy-side equity analyst covering Financials, Fintech, Capital Markets, Exchanges, and Software for the Dynamic Growth Equity team (~$10B in AUM). Successfully navigated the Federal Reserve's interest rate hike cycle and was the team's top-performing analyst in 2022. Underwrote new investment ideas within the team's bottoms-up RSU investment philosophy.- Achieved top analyst status fostering expertise and accountability in management interactions, idea generation, and ESG engagements with high activity in buy/sell recommendations each year.- Delivered alpha-generating investment recommendations to portfolio managers utilizing fundamental analysis and diverse valuation methods such as DCF, reverse DCF, SOTP, M&A, and PMV.- Conducted thorough fundamental analysis, developed and maintained detailed financial models to forecast revenue drivers, profitability, free cash flow generation, and ROIC profile, and evaluated the effectiveness of management's capital allocation.- Collaborated with four analysts to create reverse DCF models, improve portfolio performance, guide PMs with weekly buy/sell lists and scenario analysis, and enhance stock pitches and strategic decisions amidst market volatility.

Little Rock, Arkansas, United States

Sell-side equity analyst covering Business Services (Fintech/Payments, Bank Technology, Data) for 19 stocks under coverage, including ACIW, AVLR, CSGP, DNB, EFX, EPAY, EXPGY, FICO, FIS, FISV, GPN, IIIV, JKHY, MA, NCR, QTWO, SQ, PYPL, and V. Voted top research associate in 2020. Promoted to lead analyst in 2021.- Published detailed analysis on NCR, advocating for segment transparency, resulting in the stock doubling within eight months, prompting NCR to split into NCR Voyix and NCR Atleos for enhanced value creation.- Authored compelling sell-side equity research comprising insightful initiation reports, in-depth analyses, primers, and comprehensive earnings recap notes to effectively inform and guide investor decisions.- Developed intricate financial models for M&A, such as NCR, encompassing income statements, balance sheets, cash flow statements, and valuation frameworks, enhancing decision-making and strategic value optimization in complex business environments.

Oak Creek, Wi

Selected by Chairman/CEO and President as member of Executive Management Team. Member of Senior Loan Committee, Asset/Liability Committee, and Strategic Planning Committee. Helped develop the bank’s Leadership Development Program, which recruited from various college campuses and developed talent within the bank.- Played a crucial role in managing the bank’s ~$1.4 billion balance sheet, optimizing branch structure, and contributing to training and board meetings to enhance operational efficiency and strategic alignment.- Served as a mentor across departments, including CFO, HR, and President, guiding teams in achieving operational excellence and professional growth, fostering collaboration and strategic alignment across functions.- Performed credit analysis for retail and commercial clients, assessing 5 C's of Credit, contributing to Senior Loan Committee decisions, optimizing loan origination and refinancing, and prioritizing capital preservation.

Milwaukee, Wi

Buy-side equity analyst for Nicholas Funds (~$5 billion in AUM). Generalist focusing on aerospace and defense, automotive, biotechnology/pharmaceuticals, business services (payments), and software (applications and security/infrastructure). - Underwrote investment ideas via the fund’s GARP investment approach by identifying companies with secular growth, economic moat, strong balance sheet, and free cash flow generation at a reasonable valuation.- Generated alpha through insightful buy/hold/sell recommendations to portfolio managers. Presented new investment ideas and thoroughly evaluated existing portfolio holdings in biweekly investment committee meetings.- Developed and maintained financial models to forecast business trends and assess economic impacts, utilizing diverse valuation frameworks like DCF, M&A, PMV, relative valuation, and SOTP to estimate intrinsic value.

Milwaukee, Wi

- Worked with experienced investment professional and instructor/director, Dr. G. Kevin Spellman, CFA.- Tutored/mentored students enrolled in Intermediate Finance (BUS 450): taught students how to analyze a company’s financials and valuation under multiple scenarios.

Waukesha, Wi

-Provided investing and wealth management analysis for C-level executive clients.-Prospect Wisconsin/Illinois executives to generate leads for wealth management advisors.

Certificate Of Executive Leadership, Banking

- Recognized as the nation’s leading and most progressive bank school. - Rigorous 25-month executive leadership program and highest-level.

Bachelor Of Business Administration - Bba, Finance, General, Gpa 3.469

- CFA University Affiliated investment management training program for a select group of students. - Developed analytical skills, managed.