Joseph Burns
Incoming Asset and Wealth Management Intern at J.P. Morgan Private Bank | 3rd year Finance and Business Analytics Student at Ohio University
- Role
- Investment Analyst at Ohio University Fixed Income Management Group
- Location
- Athens, OH, US
- LinkedIn followers
- 500 followers
About Joseph Burns
As a third year Finance major, I am eager to enhance my knowledge and grow as a business…
Experience
Investment Analyst
Ohio University Fixed Income Management Group
Sep 2023 — Present · Athens, OH, US
Ohio University\'s Fixed Income Management Group is focused around giving students the ability to construct a fixed income portfolio, analyze and evaluate fixed income securities, and learn about yield curve dynamics while also partaking in macroeconomic analysis. My experience helping the Fixed Income Management Group manage a $3.5 million portfolio equipped me with expertise in asset allocation and portfolio optimization. Beyond asset allocation, I demonstrated a strong understanding of macroeconomic factors by analyzing monetary policy, global events, and economic indicators to accurately predict credit movements and yield curves. This analysis fueled the development of superior trading strategies, portfolio management techniques, and risk analytics, consistently exceeding benchmarks. To further enhance the team\'s decision-making capabilities, I leveraged Bloomberg terminals, employing data-driven approaches in trading, portfolio management, and risk assessment.
Education
Ohio University
Bachelor's degree, Finance/Business Analytics
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