Josh Baldwin Email and Phone Number
I am currently seeking an internship for summer 2025 in investment research/asset management. I am actively seeking a position in these fields and am open to all opportunities.I recently graduated with a B.B.A. in Finance - Investments Emphasis from the University of Wisconsin-Whitewater in May of 2024.Starting in September of 2024 I will be attending the University of Wisconsin-Madison pursuing the Applied Security Analysis (ASAP) full-time MBA program and expect to graduate in May of 2026.I have experience working in the finance industry and an analyst at Daybreak Foods, LLC, and as an equity research analyst through the University of Wisconsin-Whitewater's Applied Investments Program (AIP) which manages $1.2 million of the schools endowment fund. I am the former captain of the Men's Tennis Team at UW-Whitewater where I played four years of Division 3 collegiate tennis. In addition, I am a small business owner. I founded JRB Kicks LLC in 2020. I have to sold sneakers and clothing online and have surpassed over $110,000 in sales. I have many years of experience teaching tennis as well as working in various retail settings. I am currently studying for my level 1 CFA exam and will sit for it in August 2024. In addition, I have completed certifications in Bloomberg Market Concepts, Wall Street Prep: Financial Valuation and Modeling, FactSet: Core Essentials, and passed the FINRA SIE Exam.I am a very active investor myself and am passionate about financial education.
Thrivent Asset Management
View- Website:
- thriventfunds.com
- Employees:
- 159
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Incoming Convertible Bonds Summer AssociateThrivent Asset ManagementMadison, Wi, Us
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Investment Research InternWisconsin Board Of Commissioners Of Public Lands Jun 2024 - PresentMadison, Wisconsin, United States- Research alternative investment aggregation platforms, present extensive recommendation to board thus yielding increased reporting and analytical accuracy of data from secondary funds- Developing strategy for $1.4 billion equity portfolio executing on direct indexing approach to maximize market correlation and exposure while superseding 5% annual fund distribution requirements to public school districts - Conduct broad market research on regional municipalities, enhancing lending efficiency and turnover of municipal loans to cities across Wisconsin
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Applied Investments Program (Equity Research Analyst)Uw-Whitewater College Of Business And Economics Apr 2023 - May 2024Whitewater, Wisconsin, United StatesEquity research analyst for student-run asset management fund- Manage over $1.2 million in assets- Actively cover assigned companies by completing financial analysis, building models, earnings reports- Pitched Stocks: PayPal (PYPL), Kroger Co. (KR), Adobe Inc. (ADBE)- Participated in CFA Research Challenge on Molson Coors (TAP) -
Tennis Camp Counselor/InstructorUniversity Of Wisconsin-Whitewater Jun 2021 - Apr 2024Whitewater, Wisconsin, United StatesWorked as tennis instructor and camp counselor for over 100 campers. Lead drills, gave group/private instruction, coordinated camp tournament, organized events, supervised campers. -
Peer MentorUniversity Of Wisconsin-Whitewater Aug 2021 - Jun 2022Whitewater, Wisconsin, United StatesLead freshmen students through three-day long orientation, lead semester long class for students, taught class, assisted freshman with courses, worked with instructor to plan class each week.
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Small Business OwnerJrb Kicks Llc May 2020 - Jan 2024I am the founder and owner of JRB Kicks LLC, an online sneaker and clothing retail business. I sell limited sneakers and clothing and discounted prices on eBay and social media. Brands include Jordan, Yeezy, Nike Adidas, and so much more. Checkout my eBay store and Instagram page below!
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Financial Analyst InternshipDaybreak Foods, Inc. Jun 2022 - Aug 2022Lake Mills, Wisconsin, United States- Collaborated with FP&A team to develop the corporate fiscal year budget - Complied weekly financial flash scorecard and reconciled month end financial reports - Organized and reviewed production/processing data while collaborating with VPs - Researched tax records and developed budget metrics for taxes, insurance, labor, and miscellaneous expenses - Created financial reports in Excel using filters, tables, pivot tables, and complex formulas -
Tennis InstructorCity Of Monona Parks & Recreation Jun 2020 - Aug 2021Monona, Wisconsin, United StatesI worked as the lead tennis instructor for youth and adult tennis lessons. Tasks included coming up with lesson plans, running drills/games, supervising kids, and much more. -
Cashier/Store AssociateSears Jun 2020 - Sep 2020Madison, Wisconsin, United StatesWorked as a cashier and stock room assistant while Sears was going through liquidation. Tasks included running a cash register, basic sales, answering phones, unloading trucks, stocking shelves, setting up retail advertisements, and moving appliances. Worked in the hardware and appliances departments. -
Tennis Instructor/Golf Course AssistantCherokee Country Club - Madison Sep 2016 - Mar 2020Madison, Wisconsin, United StatesWorked in both the tennis and golf areas of the court club. As a tennis instructor I lead youth and adult group lessons, strung tennis racquets, sold tennis racquets, ran tournaments, and helped run other events. As a golf course assistant I ran the golf shop cash register, created the schedules, took phone calls, cleaned golf carts, picked up golf balls on the golf range, ran events, and took on basic maintenance tasks.
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Tennis InstructorBishops Bay Country Club Apr 2019 - Sep 2019Middleton, Wisconsin, United StatesWorked as a tennis instructor. Taught youth and adult tennis lessons. Taught private lessons, helped run events, planned lessons, strung tennis racquets, and assisted in basic court maintenance.
Josh Baldwin Education Details
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Master Of Business Administration - Mba, Applied Security Analysis Program -
Finance, Investments Emphasis, Minor In Business Law
Frequently Asked Questions about Josh Baldwin
What company does Josh Baldwin work for?
Josh Baldwin works for Thrivent Asset Management
What is Josh Baldwin's role at the current company?
Josh Baldwin's current role is Incoming Convertible Bonds Summer Associate.
What schools did Josh Baldwin attend?
Josh Baldwin attended University Of Wisconsin-Madison, University Of Wisconsin-Whitewater, Sun Prairie High School.
Who are Josh Baldwin's colleagues?
Josh Baldwin's colleagues are Kurt Lauber, Patrick Farley, Cfa, Michael Romano, Cima®, Aifa®, Ryan Roushia, Angela Ngan, Steve Lowe, Paul Ocenasek, Cfa.
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Josh Baldwin
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