Jonathan Joseph Email & Phone Number
Vice President, External Investing Group (XIG) @ Goldman Sachs
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Jonathan Joseph Location
- Miami, FL, US
Jonathan Joseph Work
- Vice President, External Investing Group (XIG) @ (April 2024 - Present)
- Head of Business Development @ Trend Capital Management LP (December 2022 - October 2023)
- Senior Portfolio Manager, Foundations and Institutions @ (October 2021 - December 2022)
- Senior Consultant (Institutional) @ (October 2016 - October 2021)
- Senior Investment Analyst @ (March 2014 - October 2016)
- Consultant Relations and Software Sales @ (April 2011 - March 2014)
- Internal Wholesaler and Operations Specialist @ (October 2007 - March 2010)
Jonathan Joseph Education
- Bentley University
Bachelor of Science - BS (Business Management)
2003-2007
Jonathan Joseph Skills
- Account Management
- Alternative Assets
- Alternative Investments
- Asset Allocation
- Asset Management
- Building Relationships
- Business Development
- Business Relationship Management
- CRM
- Capital Raising
- Client Relations
- Competitive Analysis
- Consultative Approach
- Consulting
- Customer Retention
- Environmental, Social, and Governance (ESG)
- Event Planning
- FactSet
- Financial Services
- Fundraising
- Impact Investing
- Institutional Consulting
- Investment Management
- Investment Research
- Investment Selection
- Investments
- Market Research
- Morningstar Direct
- Portfolio Management
- Portfolio Risk Management
- Presentation Skills
- Product Development
- Product Marketing
- Public Markets
- Public Speaking
- Relationship Management
- Retirement
- Sales
- Sales Presentations
- Socially Responsible Investing
- Leadership
- Customer Relationship Management Crm
- Towers
- Social Media
- Salesforce.com
- Sales Operations
- Helping Clients
- Strategy
- Morningstar
- Sales Management
- Mutual Funds
- Program Management
- Marketing
- Time Management
- Schneider
- Social Media Marketing
- Analytics
- Analysis
- Analytical Skills
- Customer Relationship Management
Jonathan Joseph Summary
- Jonathan Joseph, based in Miami, FL, US, is currently a Vice President, External Investing Group (XIG) at Goldman Sachs. Jonathan Joseph brings experience from previous roles at Trend Capital Management LP, Northern Trust Corporation, Wealthspire Institutional and Willis Towers Watson. Jonathan Joseph holds a 2003 - 2007 Bachelor of Science - BS in Business Management @ Bentley University. With a robust skill set that includes Account Management, Alternative Assets, Alternative Investments, Asset Allocation, Asset Management and more. Jonathan Joseph has 1 emails and 1 mobile phone numbers on RocketReach.
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