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@saibusresearch.com
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1 phone found area 617
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LinkedIn matched
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Joshua Norman is listed as Senior Analyst at Saibus Research, a with 2 employees, based in Auburndale, Massachusetts, United States. AeroLeads shows a work email signal at saibusresearch.com, phone signal with area code 617, and a matched LinkedIn profile for Joshua Norman.
Joshua Norman previously worked as Graduate Department Associate at Bentley University Hughey Center For Financial Services and Performance Measurement Analyst at Bank Of America Corp.. Joshua Norman holds Masters Of Business Administration, Finance from Bentley College - Elkin B. Mccallum Graduate School Of Business.
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AeroLeads found 1 current-domain work email signal for Joshua Norman. Compare company email patterns before reaching out.
Josh is a seasoned investor and analyst with a thorough knowledge of the securities industry, modern finance theory and its practical application to the entire investment management process. He has deep knowledge of financial markets, securities, products, and portfolio analytics for high net worth and institutional portfolios. Josh has been quoted in many of the top media publications including the Wall Street Journal, the Chicago Sun Times, and Ignites Europe (Financial Times)Josh's core expertise lies in: -Security Analysis (Equity, Credit, EV)-Client Relationships and Communications -Investment Marketing and Sales Support -Investment Analysis / Due Diligence -Investment Valuation Modeling-Investment Operations & Administration -Performance Measurement/GIPS/Attribution
Listed skills include Financial Modeling, Valuation, Bloomberg, Investments, and 32 others.
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Boston
-Creating financial models and valuation analysis based on DCF and Relative Valuation-Conducting extensive company due diligence and industry research -Writing company and industry reports based on key investment ideas
Greater Boston Area
* Assisted students and faculty with financial research on behalf of their projects and assignments, as well as instructing them how to use sophisticated financial and investment software applications* Conducted daily undergraduate and graduate level classes using the Trading Room’s financial software* Developed curriculum for finance classes applying academic concepts to the capital markets in real time* Facilitated trading simulations, hypothetical modeling and optimizations* Selected to provide research and data analysis on the New England Technology Stock Index recalibration project.* Responsible for creating guidelines for Index Recalibration and Value Adding Data Gathering Screens & Research Analysis
Greater Boston Area
* Interfaced with larger plan sponsor clients, pension consultants, relationship managers and portfolio managers to research and gather capital markets and company specific data to make investment decisions in client portfolios* Exposed to diverse portfolio & asset allocation investing strategies (traditional & alternative, equity & fixed income, real estate, etc.)* Contributed to team & front-office through the development of new processes & systems to reduce time necessary to perform work by 50%* Provided detailed and timely portfolio analysis, attribution, commentary and head-to-head comparisons of portfolios vs. mutual funds, separate accounts & custom benchmarks & calculated & presented advanced MPT statistics and risk-adjusted metrics for clients/PMs* Generated customized performance & portfolio analyses for relationship & portfolio managers with regards to their portfolios as well as mutual funds and securities that they proposed to offer to clients & worked on special projections for institutional & ultra- high net worth clients
Activities and Societies: Bentley Investment Group
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Joshua Norman works for Saibus Research.
Joshua Norman is listed as Senior Analyst at Saibus Research.
AeroLeads has found 1 work email signal at @saibusresearch.com for Joshua Norman at Saibus Research.
AeroLeads has found 1 phone signal(s) with area code 617 for Joshua Norman at Saibus Research.
Joshua Norman is based in Auburndale, Massachusetts, United States while working with Saibus Research.
Joshua Norman has worked for Saibus Research, Bentley University Hughey Center For Financial Services, Bank Of America Corp., Pnc Investments, and Dryden Advisory Group.
You can use AeroLeads to view verified contact signals for Joshua Norman at Saibus Research, including work email, phone, and LinkedIn data when available.
Joshua Norman holds Masters Of Business Administration, Finance from Bentley College - Elkin B. Mccallum Graduate School Of Business.
Joshua Norman is listed with skills including Financial Modeling, Valuation, Bloomberg, Investments, Portfolio Management, Equities, Analysis, and Fixed Income.
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