Joshua Richardson

· Lead and mentor Analysts, Senior Analysts, and Interns, fostering their development in Private Equity, CEPRES solutions, and broader business operations.

· Provide guidance on task prioritization, timeline management, and project execution, ensuring high-quality deliverables.

· Promote a culture of continuous learning, innovation, and excellence within the team.

· Contribute to strategic initiatives aimed at enhancing CEPRES’ market position and client value proposition.

· Participate in industry events, conferences, and networking opportunities to represent CEPRES and expand professional connections.

· Collaborate with leadership to identify growth opportunities and drive business development efforts.

• Company Overview: a NASDAQ Company
• Manage all client relationships within the Family Office vertical (which has doubled in size since beginning role)
• Coordinate systematic growth and efficiency gains for Family Offices within their existing product licensing
• Maintain regular contact with clients to keep them informed on product rollouts, development, and ongoing projects
• Work with clients to optimize firm wide processes within the research, allocation, and performance reporting portions of their workflow
• Uncover and lead all same store sales opportunities for existing client base
• Draft any necessary contracts, amendments, and/or addendums for client renewals and closed opportunities
• A NASDAQ Company

• Maintain and grow client accounts in Colorado, Texas, Illinois, and Louisiana along with other remote locations by leveraging relationships and knowledge of both industry and product.
• Organize and lead sales demonstrations pertaining to Portfolio Analysis tools (Exposures, Characteristics, Attribution, Style, Performance, and Risk).
• Responsible for cross-selling current clients to increase the reach of FactSet portfolio products.
• Head up new business trials and implementations in my region from the portfolio product perspective.
• Gained understanding of workflow for Institutional Money Managers, Private Wealth Managers, Hedge Funds, Plans Sponsors, and Endowments.

• Managed a book of 25+ clients in the Southwest/Midwest accounting for over $5 million in annual subscription value and beat revenue goals (by over 3% y/o/y) over these two fiscal years.
• Enhanced client workflows through in-person consultation and training while creating customized technology solutions for professionals throughout the entire investment process.
• Worked with investment teams to build out custom screens, quant models, valuation models and portfolio analytics documents.
• Promoted to Senior Consultant to develop the Austin, TX consulting department by leading weekly breakout meetings, teaching classes on product/best practices and mentoring new consultants.