Josh Armstrong Email & Phone Number
Portfolio Manager - Surplus Investment Strategies @ Ameritas
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Josh Armstrong Location
- Lincoln, NE, US
Josh Armstrong Work
- Portfolio Manager - Surplus Investment Strategies @ (December 2023 - Present)
- Assistant Portfolio Manager - Surplus Investment Strategies @ (June 2019 - December 2023)
- Trustee | Finance Committee Member @ (May 2013 - Present)
- Director | Compensation Committee Member @ Jennie K. Scaife Charitable Foundation (May 2020 - Present)
- Vice President, Investment Research | Equity Analyst • Macroeconomic Research • Trading @ Symons Capital Management (November 2011 - May 2019)
- Investment Consulting Analyst | Asset Allocation • Investment Due Diligence • Client Reporting • IPS @ Yanni Partners, A Division of GBS Investment Consulting, LLC (April 2008 - October 2011)
- Director | Finance Committee Member @ (May 2013 - Present)
- Vice President, Investment Research @ (July 2015 - May 2019)
- Senior Equity Analyst @ (November 2011 - June 2015)
- Senior Investment Analyst @ Yanni Partners, A Division of GBS Investment Consulting, LLC (June 2010 - October 2011)
- Investment Analyst @ Yanni Partners, A Division of GBS Investment Consulting, LLC (April 2008 - June 2010)
- Reconciliation Operations Manager @ (September 2007 - April 2008)
- Computer Systems Analyst | Oracle • Peoplesoft • SQL • UNIX @ (June 2001 - September 2007)
- Computer Systems Analyst @ (June 1998 - June 2001)
Josh Armstrong Education
- University of Pittsburgh
Master of Business Administration
2005 - Grove City College
Bachelor of Science
1998
Josh Armstrong Skills
- Equities
- Investments
- Portfolio Management
- Options
- Investment Strategies
- Asset Allocation
- Financial Modeling
- Valuation
- Asset Managment
- Financial Analysis
- Fixed Income
- Financial Services
- Hedge Funds
- Financial Markets
- Trading
- Corporate Finance
- Due Diligence
- Derivatives
- Investment Management
- Mutual Funds
- Risk Management
- Finance
- Data Analysis
- Statistical Data Analysis
- Bloomberg
- Microsoft Excel
- Industry Analysis
- Options Strategies
- ETFs
- Investment Policy Statements
- Investment Portfolio Design
- Microsoft Office
- Parker
- Reporting
- User Documentation
- Information Systems
- Visual Basic
- IV
- Extracurricular Activities
- System
- Bloomberg Terminal
- Statistics
- Students
- Reports
- Aid
- Month End Closing
- SQL
- Gamma
- Labor Issues
- Tanglewood
- Responsibility
- Applications
- Oracle
- Technical Manuals
- Defense Systems
- Six Sigma
- Software Lifecycle
- Capital Markets
- Functional Requirements
- Obtain
- Invoicing
- Sales
- Crystal Reports
- PeopleSoft Financial
- Y2k
- Technical Support
- Business Development
- Accounting
- Deloitte
- Project
- Computer Proficiency
- Payroll
- Purchased
- Interfaces
- COBOL
- Dynamics
- Electronics
- Admissions
- Distribution
- Testing
- Chartered Financial Analyst
- PowerPoint
- General Ledger
- Revenue
- C
- Software Packaging
- Yahoo
- Toastmasters
- Printing
- Software
Josh Armstrong Summary
- Josh Armstrong, based in Lincoln, NE, US, is currently a Portfolio Manager - Surplus Investment Strategies at Ameritas Investment Partners. Josh Armstrong brings experience from previous roles at Ameritas, Scaife Family Foundation, Jennie K. Scaife Charitable Foundation and Symons Capital Management. Josh Armstrong holds a Master of Business Administration @ University of Pittsburgh. With a robust skill set that includes Equities, Investments, Portfolio Management, Options, Investment Strategies and more. Josh Armstrong has 4 emails and 3 mobile phone numbers on RocketReach.
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