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Research Associate

- Conduct high value interviews to gain strategic insight into competitive positioning, market dynamics, purchasing decisions and growth drivers/opportunities for private equity clients.
- Analyze competitive structure of market while assessing margin sustainability and forecasting market demand.
- Present findings to project management team via verbal presentations and written reports.
- Assist in finalizing presentation slides and overall structure of completed market report.
- Industry experience: Healthcare, automobile, agriculture, transportation, chemicals, construction, software, housing.

- Assisted in production of 50 Egg documentary films.
- Responsible for the day-to-day function of the office and the accurate completion of all projects, tasks & duties in marketing, sales, operations and customer service departments.
- Managed and delegated responsibilities and tasks to staff and interns.

Associate Producer

- Facilitated the day-to-day schedule of agent and clients James Earl Jones, Andy Garcia, Allison Williams, Neil Patrick Harris, Julie Bowen, etc.
- Coordinate meetings for agent and clients with heads of all major studios (Universal, DreamWorks, Paramount, & Warner Bros.) to maintain client’s relevance and exposure in all marketplaces with the end result in securing them work. 
- In charge of script coverage to Network and Cable Television, Independent & Feature Films. Networks covered were ABC, CBS, Lifetime, Hallmark Channel, CBS Films, and Alcon Entertainment. Created weekly event schedule to make sure each film premiere, theatrical show, and music event was covered & managed all Broadway and Off-Broadway show coverage and seat purchases.

Agent Assistant

- Consulted with the record labels (Interscope, EMI) and WME artists such as Lady Gaga, Britney Spears, and The Killers so they would legally be able to release and monetize their content across various platforms (physical, digital, mobile, etc.) while maintaining control of their rights.
- Orchestrated meetings with physical distributors, digital distributors such as iTunes, Facebook, Topspin, Pitchfork and Amazon to place client’s content properly to generate the highest level of revenue through each individual distribution channel.
- Tracked and calculated digital analytics (Google, Facebook, MySpace) to make certain our acts were progressing in each of these avenues in the marketplace.

Coodinator

- Retained contractual records and ensured timely payments from each station for SPT’s syndication inventory which included Seinfeld, Just Shoot M, Dr. Oz, etc.
- Supervised all document flow between SPT and all local and national television stations, including the execution of the final executed agreement, in addition composed and disseminated riders/amendments to each contract.
- Created and circulated the weekly time discrepancy report, which illustrated my analysis of each network in every US region airing SPT’s programs. If not adhering to contract, communicate breach to protect millions of dollars in advertising revenue.

Coordinator

- Attained & managed $70MM assets under management, received my Series 7 in 2 months.
- Examined, targeted and attained individuals and businesses with no less than $200,000 to be invested.

Financial Advisor

- Executed strategic analysis and created presentations of relevant industry sectors to secure the affinity credit card businesses of Bank of America, Union Bank of California and Wells Fargo.
- Created analytical models, portfolio reports, and financial forecasts (weekly, monthly, and quarterly) for Kessler’s internal team and potential acquisitions.

Financial Analyst

Find out detailed information about Joshua R. Roberts, Research Associate in Cambridge, MA

Joshua R. Roberts: Research Associate in Cambridge, MA

Joshua R. Roberts

Investor Group Services (IGS)

50 Eggs Films

Paradigm Talent Agency

William Morris Endeavor Entertainment

Sony Pictures Entertainment

Merrill Lynch

The Kessler Group

Babson College - Franklin W. Olin Graduate School of Business

Berwick Academy

Boston University

Deerfield Academy