Towson Finance student and Aspiring Financial Analyst. I’m passionate about using data to drive meaningful business outcomes. Skilled in financial modeling, forecasting, and data analysis, I turn complex financial information into clear, actionable insights that support strategic decision-making and enhance profitability. My approach focuses on accuracy, collaboration, and value optimization, empowering teams to make well-informed financial decisions that support sustainable growth.Key Skills:• Financial Modeling• Data Analysis• Forecasting• Budget Optimization• Market Research• Strategic Planning
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
-
Business Analyst 2Morgan StanleySilver Spring, Md, Us -
Private Wealth Management AnalystSeventy2 Capital Wealth Management Sep 2024 - PresentBethesda, Maryland, United States●Develop reports on major S&P 500 sectors, utilizing performance data, earnings, and market insights to forecast a 12-month outlook, supporting the Chief Investment Officer and Advisors in making data-driven decisions. ●Presented bi-weekly market evaluations, analyzing macroeconomic conditions, sector dynamics, and investment opportunities across fixed-income, real estate, and equity markets, to enhance client portfolios ●Aid senior advisors in managing client portfolios, conducting performance reviews, rebalancing strategies, and preparing customized reports on asset allocation, risk exposure, and market health for high-net-worth clients. -
Vop Electioneering JudgeThe Board Of Election Apr 2018 - May 2024Maryland, United StatesResponsible for administering 2500+ voters and 100+ voting procedures in the polling place and ensuring fair and accessible elections for eligible voters.• Ability to supervise and direct activities in the polling place; ability to interpret rules and procedures and apply in practical situations.• Experienced in operating computerised equipment; ability to maintain composure and focus on stressful situations; ability to solve conflicts.
-
Research ConsultantMaryland Consulting Firm Jun 2023 - Aug 2023Maryland, United StatesConducted 50+ weekly one-on-one meetings with small business owners to discuss product needs andoffering plans.Strategised and presented series of weekly quantitative results to management opening and closing clients. -
Tax Assistant PreparerVolunteer Income Tax Assistance Feb 2022 - Mar 2022Maryland, United StatesAssisted in preparing and filing 150+ tax returns for clients with accuracy and attention to detail. Provided support in communicating with clients to gather necessary information for tax preparation.• Reviewed financial documents and organized them for the tax preparation process.• Utilized tax preparation software to input data and calculations for accurate tax returns. -
Data Analytic InternUrban Alliance Sep 2019 - Aug 2020Maryland, United States• Collaborated with department heads and managed other interns to organise and oversee company previous years data• Developed presentations and projects tailored to the companies upcoming events, business ideas, and current and future projections
Rubin Joseph Education Details
Frequently Asked Questions about Rubin Joseph
What company does Rubin Joseph work for?
Rubin Joseph works for Morgan Stanley
What is Rubin Joseph's role at the current company?
Rubin Joseph's current role is Business Analyst 2.
What schools did Rubin Joseph attend?
Rubin Joseph attended Towson University.
Who are Rubin Joseph's colleagues?
Rubin Joseph's colleagues are Kristen Jarema, Gergely Nagy, Vishal Manghani, Jenn Monahan Mcdonald, Joe P., Mahamed Makhtal, Margarete A..
Not the Rubin Joseph you were looking for?
-
2navy.mil, navy.com
-
-
Rubin Joseph
Chicago, Il -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial