Josh Nelson

Josh Nelson Email and Phone Number

Associate - Global Corporate and Investment Banking @ MUFG
Hawthorn East, VIC, AU
Josh Nelson's Location
Hawthorn East, Victoria, Australia, Australia
Josh Nelson's Contact Details

Josh Nelson work email

Josh Nelson personal email

n/a

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About Josh Nelson

Experienced Data Analyst with a demonstrated history of working in the investment management industry. Skilled in Microsoft Excel, VBA, Python, Project Management, Data Analysis, Feasibility Studies, and Complex Modeling.

Josh Nelson's Current Company Details
MUFG

Mufg

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Associate - Global Corporate and Investment Banking
Hawthorn East, VIC, AU
Website:
id.mitsubishi-hc-capital.com
Employees:
85
Josh Nelson Work Experience Details
  • Mufg
    Associate - Global Corporate And Investment Banking
    Mufg
    Hawthorn East, Vic, Au
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  • Mufg
    Analyst, Global Corporate And Investment Banking
    Mufg Jul 2023 - Present
    Melbourne, Victoria, Australia
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  • Preston Ventures
    Pricing Analyst
    Preston Ventures Apr 2020 - Mar 2023
    Aliso Viejo, California, United States
    • Preformed pricing of new and existing portfolios for reporting and acquisition purposes • Participated in the transaction of $800m+ in life settlement assets• Responsible for generating quarterly executive report packages which included creating and executing Python and VBA scripts to consolidate data and export key portfolio metrics, calculate actual-to-expected analysis, external market analysis as well as traded portfolio reconciliation• Led the effort to audit internal system data against exogenous sources to ensure the accuracy of the in-house system used to support approximately $4 billion of AUM• Responsible for producing all monthly client reports which pull specific and live data, to summarize each client’s assets and performance across various metrics in addition to actual-to-expected/budget-to-actual analysis, and updating performance forecast models
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  • George Fox University
    Investment Club Vice President
    George Fox University Jan 2018 - Dec 2019
    Newberg, Oregon
    Co-Founded and was the Vice President of the George Fox University investment club while in my junior and senior year of college.
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  • Preston Ventures
    Data Analyst
    Preston Ventures Sep 2018 - Oct 2019
    Aliso Viejo
    • During my second internship at Preston Ventures I catalogued transaction prices, worked on due-diligence of new portfolios and created tables and formatted pitch decks for presentations to investors.• I also created/managed financial dashboards which included performance indicators integral to the business which incorporated live market data and hosted through Python.
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  • Empire Equity
    Financial Analyst Intern
    Empire Equity May 2018 - Aug 2018
    Perth, Australia
    • Led the financial analysis for Galena Mining (ASX:G1A) in creating both a Scoping Study and Pre-Feasibility Study which outlined a pretax NPV of A$528 M discounted at 8% with capital expenditures estimated at A$154 M• Researched and reviewed industry reports, startup mining case studies, and historical and prospective information provided by the company executives to develop and set reasoned assumptions for the 2022 opening of the 1.2 million tonnes per annum Abra lead-silver mine in Newman, Western Australia• Produced the cash flow model in Excel along with a variety of tables, data visualizations, and reports which were later released to the Australian Stock Exchange
  • Preston Ventures
    Data Analyst Intern
    Preston Ventures May 2017 - May 2018
    United States
    • My initial role at Preston Ventures was to process, catalogue and organize due-diligence of new portfolios the business was looking to acquire. • This included reviewing policy information to extract policy type, beneficiary information, illustrated interest rates, loans extracted from said policies, life expectancy reports, etc. This was integral to accurately price policies and ergo bidding of entire portfolios.
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  • Audi Mission Viejo
    Technologist
    Audi Mission Viejo May 2017 - Aug 2017
    Mission Viejo, California
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  • Griffith Company
    Engineer Intern
    Griffith Company May 2016 - Aug 2016
    Brea, California
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  • Griffith Company
    Laborer
    Griffith Company Jun 2015 - Aug 2015
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Josh Nelson Skills

Microsoft Excel Data Analysis Financial Modeling Monte Carlo Simulation Visual Basic For Applications Feasibility Studies Microsoft Word Time Management Cash Flow Modeling Tableau Python

Josh Nelson Education Details

Frequently Asked Questions about Josh Nelson

What company does Josh Nelson work for?

Josh Nelson works for Mufg

What is Josh Nelson's role at the current company?

Josh Nelson's current role is Associate - Global Corporate and Investment Banking.

What is Josh Nelson's email address?

Josh Nelson's email address is jo****@****onv.com

What is Josh Nelson's direct phone number?

Josh Nelson's direct phone number is +194961*****

What schools did Josh Nelson attend?

Josh Nelson attended George Fox University.

What skills is Josh Nelson known for?

Josh Nelson has skills like Microsoft Excel, Data Analysis, Financial Modeling, Monte Carlo Simulation, Visual Basic For Applications, Feasibility Studies, Microsoft Word, Time Management, Cash Flow Modeling, Tableau, Python.

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