Joshua Smith
Denver,CO
Summary
Results-driven finance professional with experience in portfolio management and investment analysis, seeking to transition into the Institutional Sales Representative role at Anchorage Digital. Adept at building relationships, driving business growth, and leveraging market intelligence to inform strategic decisions.
Overview
7
7
years of professional experience
Work History
Portfolio Manager Associate
GeoWealth
Denver, CO
04.2023 - 10.2024
- Drove business development by executing trades and contributing to investment strategies for managed models, establishing strong relationships with clients
- Collaborated with cross-functional teams to prepare materials for investment committees, ensuring alignment with client needs and market trends
- Conducted comprehensive market research to enhance outreach strategies and inform client interactions
- Acquired First Ascent Asset Management
Trader/Analyst
First Ascent Asset Management
Denver, CO
10.2022 - 04.2023
- Developed and implemented new investment ideas, demonstrating a proactive approach to identifying and addressing client challenges
- Provided detailed investment reporting, effectively communicating performance metrics to stakeholders and enhancing client satisfaction
- Acquired by GeoWealth
Trading & Operations Associate
Deroy & Devereaux
Southfield, MI
08.2018 - 08.2022
- Managed trading operations for a diverse range of securities, fostering relationships with clients to understand their investment objectives
- Performed thorough due diligence and market analysis, informing strategic decisions and enhancing client trust
Operations Analyst
Emerson Wealth Management
Bloomfield Hills, MI
08.2017 - 07.2018
- Streamlined client onboarding processes, improving operational efficiency and client experience
- Maintained accurate portfolio accounting systems, demonstrating a commitment to data integrity and quality
Education
Master of Science - Finance
Wayne State University
Detroit, MI05.2021
BBA - Finance, General Business
Western Michigan University
Kalamazoo, MI05.2017
Skills
- Business Development
- Client Relationship Management
- Analytical Skills
- Solution Development
- Communication Skills
- Interpersonal Skills
- Sales Optimization
- Research Skills
- Strategic Outreach
- CRM Systems
- Pipeline Management
- Entrepreneurial Mindset
- Collaboration
Core Attributes
- Self-motivated with a strong entrepreneurial spirit
- Ability to thrive in fast-paced, dynamic environments
- Committed to fostering relationships and building networks within the industry
- Passionate about contributing to the evolving digital asset ecosystem
Timeline
Portfolio Manager Associate
GeoWealth
04.2023 - 10.2024
Trader/Analyst
First Ascent Asset Management
10.2022 - 04.2023
Trading & Operations Associate
Deroy & Devereaux
08.2018 - 08.2022
Operations Analyst
Emerson Wealth Management
08.2017 - 07.2018
Master of Science - Finance
Wayne State University
BBA - Finance, General Business
Western Michigan University