Josh Kaufman Email & Phone Number
Head of Investment Operations, Custom Models Solutions @ BlackRock
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Josh Kaufman Location
- New York, NY, US
Josh Kaufman Work
- 2025 -now Head of Investment Operations, Custom Models Solutions @
- 2022 -2025 Client Portfolio Manager, Custom Model Solutions @
- 2021 -2022 Portfolio Manager, SMA Business @
- 2014 -2021 Portfolio Specialist, SMA Business @
- 2011 -2014 Analyst - SMA Core PM Implementation Team @
- 2009 -2011 Day Tour Supervisor and Admissions Ambassador @
- 2010 -2010 Financial Services Intern @
- 2010 -2010 Management and Financial Services Intern @
- 2008 -2009 Guest Services Representative @
Josh Kaufman Education
- New York University 2007-2011
Josh Kaufman Skills
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Management
- Financial Analysis
- Investments
- Client Services
- Portfolio Management
- Marketing Strategy
- Business Process Improvement
- Business Strategy
- Fixed Income Portfolio Management
- Client Prospecting
- Customer-focused Service
- Financial Services
- Equities
- Fixed Income
- Asset Management
- Financial Markets
- Investment Management
- Financial Modeling
- Prospecting Skills
- Asset Allocation
- portfolio construction
- Trading
- Finance
- Leadership
- Visual Basic for Applications (VBA)
- Thomson One
- Bloomberg
- Security APL
- BlackRock Aladdin
- Wealth Management
- Strategy
- Customer Service
- Investment Strategies
- Separately Managed Accounts
- Business Development
- Risk Management
Josh Kaufman Summary
- Josh Kaufman, based in New York, NY, US, is currently a Head of Investment Operations, Custom Models Solutions at BlackRock. Josh Kaufman brings experience from previous roles at BlackRock. Josh Kaufman holds a 2007 - 2011 New York University. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Management, Financial Analysis and more. Josh Kaufman has 3 emails and 2 mobile phone numbers on RocketReach.
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