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Joshua E. Sharf

471 S. Monaco Pkwy. Denver, CO 80224 303.394.3354 jsharf@jsharf.com

PROFILE
Analytical, energetic, enthusiastic analyst with excellent verbal and written communication skills, with a career of scientific and web programming, seeking to work as an investment analyst making use of my technical, mathematical, and business analytical skills.

PROFESSIONAL SUMMARY AND SKILLS

  • Mutual fund industry, fund and stock characteristics and classifications
  • Knowledge of commodity and basis swaps, options, for hedging and risk management
  • Sarbanes-Oxley 404 Compliance
  • Complex analysis and modeling using Microsoft Excel and Access

    WORK EXPERIENCE
    Financial Research (March 2005 - Current)

  • White papers on the Size/Value-Growth Morningstar Style Grid for Janus- and Icon-funded project. Heavy numerical and statistical analysis of fund and index holdings and returns. Knowledge of Morningstar and Lipper fund classifications, and Morgan-Stanley, S&P, Russell, and Wilshire stock classifications
  • Researched & wrote white paper on high-conviction, high-concentration mutual funds for Janus as an independent study

    Software Contractor and Developer (August 1996 - May 2005)

  • Developed software to streamline and audit internal processes for SOX 404 compliance. Developing code to report and manage commodity swaps, basis swaps, options, and collars for hedging and risk management.
  • Developed complex custom database-driven websites both independently and as member of development teams. Customers included Allied Vaughn, Denver Academy of Torah, International Holograph Manufacturers Association, eBags, Pen Group, Wedding Networks, Corporate Express, and MCI
  • Created complex, interconnected set of websites for NCBA, sharing data, but with distinctive looks-and-feels
  • Wrote detailed plan for CDSI for moving legacy systems to web-based technologies.
  • At Fast 401(k) created administrative application to interface front-end web-based application with legacy transactional accounting system. Wrote and presented functional requirements document for administrative application
  • Created document-sharing website for high-level executives to coordinate proposed MCI-BT merger

    Defense and Intelligence Consultant (July 1987 - July 1996)

  • Programmer/Intelligence Analyst for the defense and intelligence communities. Projects included satellite modeling, national missile defense, and drug control and enforcement.

    EDUCATION
    MBA & MS Finance - Daniels College of Business June 2005

    Classes included: Financial Planning & Analysis, Financial Modeling (Excel & VBA), Portfolio Analysis, Securities Analysis, Fixed-Income, Multinational Finance, Risk Management, Accounting for Financial Decision-Making
    CFA Level I Candidate
    Graduate Teaching Assistantship - DU Daniel Educational Technology Department
    BS Physics, Second Major Mathematics, University of Virginia May 1987

    HONORS/AWARDS
    Leadership Program of the Rockies Class of 2006
    Daniels Scholar 2002-2005
    Member Sigma Pi Sigma - National Physics Honor Society 1987
    President, Jefferson Literary and Debating Society 1986
    University of Virginia Echols Scholar 1983-1987

    TECHNICAL SKILLS

  • Macromedia Cold Fusion 5.0 Certified Developer
  • SQL, Microsoft SQL Server 2000, Oracle
  • Java, JavaScript, DHTML, XML
  • Microsoft Office including Access and Excel