Jonathan Joseph

Jonathan Joseph Email and Phone Number

Vice President at Goldman Sachs @ Goldman Sachs
New York City
Jonathan Joseph's Location
Miami, Florida, United States, United States
Jonathan Joseph's Contact Details

Jonathan Joseph personal email

About Jonathan Joseph

Financial Services ProfessionalThe Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Today, nearly 40,000 Goldman Sachs colleagues work together to serve our clients and communities around the world, building upon a rich history of innovative ideas from extraordinary people.In my current role I lead relationships with some of largest Pensions, Endowments, and Foundations in North America. As OCIO, our team handles all aspects of portfolio management, asset allocation, portfolio construction, and risk management. In the past I’ve worked in Portfolio Management, Investment Consulting, and Business Development for both retail and institutional investors. Specialties: Investment Management | Relationship Management | Business Development | Competitive Analysis | Financial Services | Asset Allocation | Presentation Skills | Marketing | Portfolio Management

Jonathan Joseph's Current Company Details
Goldman Sachs

Goldman Sachs

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Vice President at Goldman Sachs
New York City
Website:
goldmansachs.com
Jonathan Joseph Work Experience Details
  • Goldman Sachs
    Vice President, External Investing Group (Xig)
    Goldman Sachs Apr 2024 - Present
    New York, New York, Us
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  • Trend Capital Management Lp
    Head Of Business Development
    Trend Capital Management Lp Dec 2022 - Oct 2023
    - Lead the fundraising effort for Global Macro strategy - Served as lead relationship manager for existing institutional investors. - Worked closely with Investment team to develop new strategies to provide value for current and prospective investors.
  • Northern Trust Corporation
    Senior Portfolio Manager, Foundations & Institutions
    Northern Trust Corporation Oct 2021 - Dec 2022
    Chicago, Illinois, Us
    - Supporting diverse projects related to: mergers and acquisitions, investment strategy, asset liability studies, forecasting, global consulting, and other special projects as needed.- Providing advice, recommendations, and meaningful analysis to institutional clients across various investment structures.- Advising in the areas of investment policy, asset allocation, investment manager selection, performance monitoring, and vendor searches.- Serving as primary day-to-day contact for client relationships, providing excellent client experience.- Consistently participating in RFP’s helping successfully secure new business
    View
  • Fiducient Advisors
    Senior Consultant (Institutional)
    Fiducient Advisors Oct 2016 - Oct 2021
    Chicago, Il, Us
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  • Willis Towers Watson
    Senior Investment Analyst
    Willis Towers Watson Mar 2014 - Oct 2016
    London, England, Gb
    View
  • Morningstar
    Consultant Relations / Software Sales
    Morningstar Apr 2011 - Mar 2014
    Chicago, Il, Us
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  • Putnam Investments
    Internal Wholesaler / Operations Specialist
    Putnam Investments Oct 2007 - Mar 2010
    Boston, Massachusetts, Us
    View

Jonathan Joseph Skills

Crm Asset Management Building Relationships Investments Asset Allocation Analytical Skills Competitive Analysis Product Marketing Financial Services Sales Analysis Mutual Funds Event Planning Market Research Social Media Marketing Sales Operations Analytics Program Management Product Development Account Management Customer Retention Customer Relationship Management Marketing Salesforce.com Presentation Skills Sales Presentations Time Management Relationship Management Morningstar Direct Factset Morningstar Portfolio Management Strategy Business Development Consulting

Jonathan Joseph Education Details

  • Bentley University
    Bentley University
    Business Management

Frequently Asked Questions about Jonathan Joseph

What company does Jonathan Joseph work for?

Jonathan Joseph works for Goldman Sachs

What is Jonathan Joseph's role at the current company?

Jonathan Joseph's current role is Vice President at Goldman Sachs.

What is Jonathan Joseph's email address?

Jonathan Joseph's email address is jo****@****trs.com

What schools did Jonathan Joseph attend?

Jonathan Joseph attended Bentley University.

What are some of Jonathan Joseph's interests?

Jonathan Joseph has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Jonathan Joseph known for?

Jonathan Joseph has skills like Crm, Asset Management, Building Relationships, Investments, Asset Allocation, Analytical Skills, Competitive Analysis, Product Marketing, Financial Services, Sales, Analysis, Mutual Funds.

Who are Jonathan Joseph's colleagues?

Jonathan Joseph's colleagues are Curtis Tate, Cecilia Winters, Christine Ford, Girija Vasireddy, Shunzhang Chen, Shirley (Liuyun) Zha, Matthew Glabinski.

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