Josh H.
About Josh H.
Josh H. is an Incoming Equity Research Associate at Jefferies with a background in finance and investment management, having gained experience through various internships and roles in the financial sector.
Current Position at Jefferies
Josh H. is currently working as an Incoming Equity Research Associate at Jefferies, based in the New York City Metropolitan Area. He started this position in 2021. As an Equity Research Associate, his role likely involves analyzing financial information, evaluating market data, and providing investment recommendations to clients.
Previous Experience at PreserverPartners
In 2021, Josh H. worked as a Spring Intern at PreserverPartners, LLC in Memphis, Tennessee. During his three-month tenure, he gained experience in equity research and financial analysis, contributing to the company's investment strategies and market evaluations.
Education and Qualifications
Josh H. completed his Bachelor of Business Administration (BBA) with a focus on Banking, Corporate, Finance, and Securities Law at Lipscomb University between 2018 and 2021. Prior to that, he studied Economics at East Tennessee State University for one year. His educational background has equipped him with essential knowledge and skills relevant to the finance and investment sectors.
Experience with CFA Institute Research Challenge
Josh H. participated in the CFA Institute Research Challenge from 2020 to 2021. This prestigious global competition provided him with hands-on mentoring and intensive training in financial analysis. Through this experience, he developed a deeper understanding of financial research and the analytical skills necessary for investment decision-making.
Internship at eviCore healthcare
In 2020, Josh H. interned at eviCore healthcare in Nashville, Tennessee, for seven months. During this internship, he worked in the finance department, gaining valuable experience in financial analysis and decision-making within the healthcare sector. This role helped him understand the intricacies of healthcare finance and its impact on business operations.
Role as Telecom Sector Analyst
Josh H. served as a Telecom Sector Analyst at Lipscomb University in 2020 for four months. In this role, he conducted in-depth analysis of telecommunications companies, evaluating their financial health and market positions. His work contributed to the academic and practical understanding of the telecommunications sector within the university.
Experience in Innovation and Entrepreneurship
From 2019 to 2020, Josh H. was a Stanford University Innovation Fellow with the University Innovation Fellows program. This role involved collaborating with peers to develop innovative solutions and engaging in various entrepreneurship initiatives. His participation in this program emphasized the importance of creativity and innovation in problem-solving.
Internship at AllianceBernstein
In 2019, Josh H. spent two months as an Investment Management Operations Intern at AllianceBernstein in Nashville, Tennessee. During this internship, he gained insights into the operational aspects of investment management, providing him with a comprehensive understanding of how investment firms operate and manage client assets.