Joshua Richter
Investment Analyst at 1199SEIU Benefit and Pension Funds- Claim this Profile
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Bio
Experience
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1199SEIU Benefit and Pension Funds
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Hospitals and Health Care
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500 - 600 Employee
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Investment Analyst
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Jan 2023 - Present
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Meratas
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United States
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Financial Services
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1 - 100 Employee
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Data Analyst
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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
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Emory University
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United States
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Higher Education
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700 & Above Employee
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Emory Economics Policy Research Lab Member
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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
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Emory University
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United States
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Higher Education
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700 & Above Employee
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Economics Research Assistant
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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
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U.S. Department of the Treasury
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United States
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Government Administration
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700 & Above Employee
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Intern
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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
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisory Intern
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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
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Education
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Emory University
Bachelor's degree, Economics