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Josh Ortega Email & Phone Number
Financial Analyst
at
BNY
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst
Location
Chicago, Illinois, United States
Company size
Who is Josh Ortega? Overview
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Quick answer
Josh Ortega is listed as Financial Analyst at BNY, a with 25 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Josh Ortega.
Josh Ortega previously worked as Senior Analyst at Orange Value Fund and Corporate Finance Summer Analyst at Bny. Josh Ortega holds Bachelor Of Science - Bs, Finance And Real Estate, Senior from Syracuse University - Martin J. Whitman School Of Management.
Company email context
Email format at BNY
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BNY
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Profile bio
About Josh Ortega
Josh is a senior at Syracuse University's Martin J Whitman School of Management currently studying finance and real estate. Following his graduation, he will rejoin BNY as a financial analyst in NYC. Josh is currently a senior analyst in the Orange Value Fund and has experience in equity research, financial planning and analysis, and wealth management. He completes tasks efficiently and effectively, and he has been a valuable team member in the teams he has worked with. Josh is also an avid learner, constantly asking questions to build on his foundation of knowledge.Outside of work and the classroom, Josh enjoys traveling, basketball, weightlifting, sketching, and trying different foods!
Current workplace
Josh Ortega's current company
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Bny
7 roles
Josh Ortega work experience
A career timeline built from the work history available for this profile.
Senior Analyst
CurrentThe Orange Value Fund LLC is a private company organized as a hedge fund that specializes in deep value strategies and manages money for accredited investors. The Fund recruits its analysts from the Applied Portfolio Management program at the Whitman School while they are undergoing their training in asset management and investment banking.
Aug 2023 - Present
Corporate Finance Summer Analyst
Jun 2024 - Aug 2024
College Financial Representative
May 2023 - Aug 2023
Whitman Peer Mentor
Aug 2022 - Dec 2022
Operations Intern
I aided in the processing of residential loan closings that averaged 10 million in loan volume per month. I was also tasked with creating Excel spreadsheets to optimize loan status' and loan success rates and organizing documents to be used for audit.
Jun 2022 - Aug 2022
Project Manager Intern
Merriment Homes Inc.
I assisted in the turnover and check-in for three residential properties on Airbnb marketplace. When assisting residents with their check in, I would take the time to familiarize them with the area in which they were staying and answer any questions they had about the property. I also researched market trends in Chicago in order to facilitate the design and development of new projects. I was able to develop an understanding of consumer design preferences within Chicago and how that correlated… Show more I assisted in the turnover and check-in for three residential properties on Airbnb marketplace. When assisting residents with their check in, I would take the time to familiarize them with the area in which they were staying and answer any questions they had about the property. I also researched market trends in Chicago in order to facilitate the design and development of new projects. I was able to develop an understanding of consumer design preferences within Chicago and how that correlated to more closings on newly listed properties. Show less
Apr 2021 - Aug 2021
Team & coworkers
Colleagues at BNY
Other employees you can reach at orangevaluefund.com. View company contacts for 25 employees →
JV
Jack Venuti
Colleague at BnyBedford, Massachusetts, United States
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MG
Max Gargurevich
Colleague at BnySyracuse, New York, United States
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AA
Alexa Anastasi
Colleague at BnyWestport, Connecticut, United States
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FD
Fernando Diz
Colleague at BnySyracuse, New York, United States
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GH
George Harb
Colleague at BnyNew York City Metropolitan Area, United States
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RR
Reed Rasmussen
Colleague at BnyChicago, Illinois, United States
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CC
Charles Chodak
Colleague at BnyRochester, New York Metropolitan Area, United States
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KN
Kevin Nguyen
Colleague at BnySyracuse, New York, United States
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AM
Andrew Morelli
Colleague at BnySyracuse, New York, United States
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JM
John Masseria
Colleague at BnyMiddletown, New York, United States
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Jack Venuti
Colleague at BnyBedford, Massachusetts, United States
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MG
Max Gargurevich
Colleague at BnySyracuse, New York, United States
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AA
Alexa Anastasi
Colleague at BnyWestport, Connecticut, United States
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FD
Fernando Diz
Colleague at BnySyracuse, New York, United States
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GH
George Harb
Colleague at BnyNew York City Metropolitan Area, United States
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RR
Reed Rasmussen
Colleague at BnyChicago, Illinois, United States
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CC
Charles Chodak
Colleague at BnyRochester, New York Metropolitan Area, United States
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KN
Kevin Nguyen
Colleague at BnySyracuse, New York, United States
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AM
Andrew Morelli
Colleague at BnySyracuse, New York, United States
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JM
John Masseria
Colleague at BnyMiddletown, New York, United States
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3 education records
Josh Ortega education
Bachelor Of Science - Bs, Finance And Real Estate, Senior
Bachelor'S Degree
Education record
FAQ
Frequently asked questions about Josh Ortega
Quick answers generated from the profile data available on this page.
What company does Josh Ortega work for?
Josh Ortega works for BNY.
What is Josh Ortega's role at BNY?
Josh Ortega is listed as Financial Analyst at BNY.
Where is Josh Ortega based?
Josh Ortega is based in Chicago, Illinois, United States while working with BNY.
What companies has Josh Ortega worked for?
Josh Ortega has worked for Bny, Orange Value Fund, Northwestern Mutual, Syracuse University - Martin J. Whitman School Of Management, and Guaranteed Financial.
Who are Josh Ortega's colleagues at BNY?
Josh Ortega's colleagues at BNY include Jack Venuti, Max Gargurevich, Alexa Anastasi, Fernando Diz, and George Harb.
How can I contact Josh Ortega?
You can use AeroLeads to view verified contact signals for Josh Ortega at BNY, including work email, phone, and LinkedIn data when available.
What schools did Josh Ortega attend?
Josh Ortega holds Bachelor Of Science - Bs, Finance And Real Estate, Senior from Syracuse University - Martin J. Whitman School Of Management.
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