Josh Holt
Associate at InvestorHub- Claim this Profile
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Topline Score
Bio
Credentials
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RG146 Teir 1 Generic Knowledge
Kaplan -
RG146 Teir 1 Securities - General Advice
Kaplan
Experience
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InvestorHub
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Australia
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Financial Services
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1 - 100 Employee
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Associate
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Jul 2023 - Present
Leveraging software that assists modern issuers generate demand, leading to more control over liquidity resulting in better SP performance & capital raising outcomes.
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Analyst - ECM
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Aug 2022 - Jul 2023
• End-to-end management of ASX capital raises, deal acquisition, bidding, and facilitating settlements. • Acted as lead manager for private placements & an advisor for retail offerings.• Communication with lead managers and ASX-listed companies on a day-to-day basis. • Utilise technology to automate and streamline the execution of capital raise transactions.• Develop relationships with brokers, HNW investors, and companies to effectively syndicate deals.• Establish and implement growth initiatives for the Fresh Equities platform.• Recruited and trained an intern. Show less
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Intern
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May 2022 - Jul 2022
• Previously known as Fresh Equities - https://www.freshequities.com/• Off-cycle full-time internship whilst finishing university.
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Link Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Operations Assistant
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Aug 2021 - May 2022
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Intern
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May 2021 - Jul 2021
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Education
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Monash University
Bachelor of Commerce - BCom, (Finance & Economics) -
Trinity Grammar School, Kew
Victorian Certificate of Education