Joshua Richter

Investment Analyst at 1199SEIU Benefit and Pension Funds
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Experience

    • Hospitals and Health Care
    • 500 - 600 Employee
    • Investment Analyst
      • Jan 2023 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Data Analyst
      • Jul 2021 - Sep 2022

      • Responsible for creating monthly reports for Investors that summarize the company’s financial performance by creating charts, analyzing trends, and providing key metrics • Created payment plans specific to individual clients and presented to clients • Performed internal company analysis that helps with Market Research and predicting future growth • Responsible for creating monthly reports for Investors that summarize the company’s financial performance by creating charts, analyzing trends, and providing key metrics • Created payment plans specific to individual clients and presented to clients • Performed internal company analysis that helps with Market Research and predicting future growth

    • United States
    • Higher Education
    • 700 & Above Employee
    • Emory Economics Policy Research Lab Member
      • Aug 2020 - Dec 2020

      • Worked on a team that used R statistical software to perform a meta-analysis of studies assessing the effects of cash transfers on various outcomes • Learned how to use Slack and Github to remotely coordinate and organize ongoing projects with professors and other students • Worked on a team that used R statistical software to perform a meta-analysis of studies assessing the effects of cash transfers on various outcomes • Learned how to use Slack and Github to remotely coordinate and organize ongoing projects with professors and other students

    • United States
    • Higher Education
    • 700 & Above Employee
    • Economics Research Assistant
      • Aug 2019 - May 2020

      • Researched labor and regarding partial unemployment insurance • Analyzed education policy regarding equalization to calculate local funding from the state • Researched labor and regarding partial unemployment insurance • Analyzed education policy regarding equalization to calculate local funding from the state

    • United States
    • Government Administration
    • 700 & Above Employee
    • Intern
      • Jun 2019 - Jul 2019

      • Created a template using Adobe Acrobat for a Business Impact Analysis • Automated data analysis of results of BIA using VBA in Microsoft Excel • Worked on employee skill search database using Microsoft Access • Created a template using Adobe Acrobat for a Business Impact Analysis • Automated data analysis of results of BIA using VBA in Microsoft Excel • Worked on employee skill search database using Microsoft Access

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisory Intern
      • May 2018 - Jul 2018

      • Evaluated investment portfolios on a risk-return basis • Attended meetings regarding 401k’s and other financial plans • Obtained information from banks regarding specific policies • Evaluated investment portfolios on a risk-return basis • Attended meetings regarding 401k’s and other financial plans • Obtained information from banks regarding specific policies

Education

  • Emory University
    Bachelor's degree, Economics
    2017 - 2021

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