John Osborne, Cfa
About John Osborne, Cfa
John Osborne, CFA, is a Senior Analyst at UBS in Chicago, Illinois, with extensive experience in equity research and strategic marketing. He has held various roles at companies such as Pentair, Pfizer, and Artisan Partners, and has a strong educational background in business and data science.
Current Role at UBS
John Osborne serves as a Senior Analyst at UBS, a position he has held since 2017. He is based in Chicago, Illinois, United States. In this role, he focuses on conducting fundamental research on equities, particularly in the consumer, industrial, and media sectors. His responsibilities include engaging with senior management and boards of portfolio companies to enhance ESG (Environmental, Social, and Governance) outcomes.
Previous Experience at Pentair
John Osborne worked at Pentair in various capacities from 2003 to 2011. He began as a Program Manager in Strategic Marketing APAC from 2003 to 2006, operating out of Shanghai, China. Following this role, he served as a Business Manager from 2007 to 2011, where he worked in multiple locations including Shanghai, Chicago, and Seattle. His tenure at Pentair involved improving business fundamentals for the organization.
Experience at Artisan Partners
Osborne was employed at Artisan Partners from 2012 to 2016. He started as an Equity Research Associate from 2012 to 2015, where he conducted in-depth analysis of market trends and company performance. He then advanced to the role of Analyst from 2015 to 2016, further developing his expertise in equity research within the Greater Milwaukee Area.
Education and Expertise
John Osborne has an extensive educational background. He earned a BS in Business Administration with a major in Marketing and a minor in Mandarin Chinese from the University of Richmond from 1999 to 2003. He later obtained an MBA in Strategy & Marketing from Northwestern University's Kellogg School of Management from 2009 to 2011. Additionally, he studied Foundations of Quantitative Data Science in Finance at Stevens Institute of Technology from 2019 to 2020. He also completed the Python for Everybody Specialization at the University of Michigan - School of Information in 2018.
Internship at Pfizer
In 2002, John Osborne completed a four-month internship at Pfizer in Tokyo, Japan. This early experience provided him with exposure to the pharmaceutical industry and contributed to his professional development.