Joseph McGrath
Associate - Investment Research at EnTrust Global- Claim this Profile
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Bio
Tom Tipping
Working with Joe for 2 months was a real pleasure; he has a keen eye for detail and demonstrated excellent levels of understanding, enthusiasm and energy. As a newcomer Joe showed tremendous organisation skills, juggling multiple campaigns assigned by myself and other departments, completing them on time and of a high standard. All of this, accompanied with a professional and positive work ethic makes him a valuable asset to any team.
Andy H.
During Joseph's time here at Avison Young he exhibited a great work ethic and motivation. Any task assigned to him was done well, in a timely fashion and he asked all the right questions. This showed me he was interested in using this experience to learn and grow in his academic and professional career. He showed extreme professionalism and there is no doubt he will make it far in whatever direction he chooses. Anyone who has the pleasure of working with Joseph in the future will say the same. I hope to eventually work with Joseph again. Highly recommended. Andrew Hines
Tom Tipping
Working with Joe for 2 months was a real pleasure; he has a keen eye for detail and demonstrated excellent levels of understanding, enthusiasm and energy. As a newcomer Joe showed tremendous organisation skills, juggling multiple campaigns assigned by myself and other departments, completing them on time and of a high standard. All of this, accompanied with a professional and positive work ethic makes him a valuable asset to any team.
Andy H.
During Joseph's time here at Avison Young he exhibited a great work ethic and motivation. Any task assigned to him was done well, in a timely fashion and he asked all the right questions. This showed me he was interested in using this experience to learn and grow in his academic and professional career. He showed extreme professionalism and there is no doubt he will make it far in whatever direction he chooses. Anyone who has the pleasure of working with Joseph in the future will say the same. I hope to eventually work with Joseph again. Highly recommended. Andrew Hines
Tom Tipping
Working with Joe for 2 months was a real pleasure; he has a keen eye for detail and demonstrated excellent levels of understanding, enthusiasm and energy. As a newcomer Joe showed tremendous organisation skills, juggling multiple campaigns assigned by myself and other departments, completing them on time and of a high standard. All of this, accompanied with a professional and positive work ethic makes him a valuable asset to any team.
Andy H.
During Joseph's time here at Avison Young he exhibited a great work ethic and motivation. Any task assigned to him was done well, in a timely fashion and he asked all the right questions. This showed me he was interested in using this experience to learn and grow in his academic and professional career. He showed extreme professionalism and there is no doubt he will make it far in whatever direction he chooses. Anyone who has the pleasure of working with Joseph in the future will say the same. I hope to eventually work with Joseph again. Highly recommended. Andrew Hines
Tom Tipping
Working with Joe for 2 months was a real pleasure; he has a keen eye for detail and demonstrated excellent levels of understanding, enthusiasm and energy. As a newcomer Joe showed tremendous organisation skills, juggling multiple campaigns assigned by myself and other departments, completing them on time and of a high standard. All of this, accompanied with a professional and positive work ethic makes him a valuable asset to any team.
Andy H.
During Joseph's time here at Avison Young he exhibited a great work ethic and motivation. Any task assigned to him was done well, in a timely fashion and he asked all the right questions. This showed me he was interested in using this experience to learn and grow in his academic and professional career. He showed extreme professionalism and there is no doubt he will make it far in whatever direction he chooses. Anyone who has the pleasure of working with Joseph in the future will say the same. I hope to eventually work with Joseph again. Highly recommended. Andrew Hines
Experience
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EnTrust Global
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United States
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Financial Services
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1 - 100 Employee
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Associate - Investment Research
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Feb 2017 - Present
• Responsible for sourcing potential investments with platform and non-platform managers• Underwrite and present investments to portfolio managers• Assist in deal execution by running allocations across the firm’s commingled and SMA vehicles• Maintain various performance metrics and statistics used in marketing material• Collaborate with operations team on reporting, RFPs and other external deliverables• Previously an Operations Analyst (February 2017 – April 2019) • Responsible for sourcing potential investments with platform and non-platform managers• Underwrite and present investments to portfolio managers• Assist in deal execution by running allocations across the firm’s commingled and SMA vehicles• Maintain various performance metrics and statistics used in marketing material• Collaborate with operations team on reporting, RFPs and other external deliverables• Previously an Operations Analyst (February 2017 – April 2019)
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Avison Young
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Canada
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Real Estate
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700 & Above Employee
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Associate
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Aug 2016 - Jan 2017
• Built relationships with potential new clients, and assisted them in developing real estate strategies• Certified Real Estate Salesperson in the State of New Jersey• NYU Real Estate Financial Modeling Essentials: One-month course outlined fundamentals of building a real estate financial investment using Excel• Argus Enterprise Program: Two-day course introducing commercial property valuation and asset management software that enables real estate companies to value and manage the performance of their assets• Intern (Summers 2013 – 2014)
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Intern, Analyst
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Jun 2015 - Aug 2015
• Analyzed corporate filings and information from sell-side research, company management calls and analyst days to help firm develop an opinion on valuation• Assisted analysts in presenting investment recommendations to portfolio managers• Participated in internal meetings focused on investments and portfolio strategy • Trained and worked on the Bloomberg Terminal • Analyzed corporate filings and information from sell-side research, company management calls and analyst days to help firm develop an opinion on valuation• Assisted analysts in presenting investment recommendations to portfolio managers• Participated in internal meetings focused on investments and portfolio strategy • Trained and worked on the Bloomberg Terminal
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Lombard Risk ( acquired by VERMEG )
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United Kingdom
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Financial Services
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1 - 100 Employee
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Intern
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Apr 2015 - May 2015
•Participated in market related meetings regarding events, and initiative•Recorded data, contacts and information for sales team in Microsoft Dynamics•Attended weekly sales meeting discussing leads, sales, and revenue review •Participated in market related meetings regarding events, and initiative•Recorded data, contacts and information for sales team in Microsoft Dynamics•Attended weekly sales meeting discussing leads, sales, and revenue review
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Coach
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Jul 2009 - Aug 2012
• Coordinated drills and activities for players 14 and under, helped improve their skills and interest in the game• Assisted the players with their equipment and ensured player safety • Coordinated drills and activities for players 14 and under, helped improve their skills and interest in the game• Assisted the players with their equipment and ensured player safety
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Education
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2012 - 2016
St. Lawrence University
Bachelor of Arts, History -
2014 - 2014
Columbia University- Business Edge Program
Business Program -
2005 - 2012
Newark Academy
High School Diploma
Community
