Joshua Katz, CFA

Senior Portfolio Administrator & Analytics Specialist

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josh.katz@aiallc.com
(949) 251-2354

Joshua is a Portfolio Administrator & Analytics Specialist with Affinity Investment Advisors, LLC and has over 15 years of experience in the financial services industry. In his current capacity, he maintains the firm’s external databases, handles client proxies, and is responsible for responding to RFP requests. Furthermore, he supports the investment team by providing analytics, trading support, and preparing client reports.

Prior to joining Affinity, Josh was a Senior Consultant with Linda S. Congleton & Associates performing institutional shopping mall valuations and strategic market research in the Commercial Real Estate Industry. Josh also spent 3 years at PIMCO where he was an Account Manager, Vice President providing client relationship management for the firm’s large institutional separate account business. During this time, he was also the firm’s Long Duration Product Manager. Additionally, previous roles include working at Pacific Life Insurance in the Trade Operations department and an internship with PAAMCO while in graduate school.

Josh received a bachelor’s degree in Economics from UC San Diego and M.B.A. from UC Irvine’s Paul Merage School of Business. Josh holds the Chartered Financial Analyst designation and has passed the Series 3, 7 and 66 NASD Exams.

In his free time, Josh enjoys surfing, spin/cycling classes, traveling (especially to exotic surf locations), reading (anything from mystery novels to the latest business outlook), and watching independent films.

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Joshua Katz is a Senior Portfolio Administrator & Analytics Specialist and has over 17 years of experience in the financial services industry.  Josh is responsible for monthly and quarterly client reporting; GIPS compliance of the firm’s composites and performance calculations; directing the firm’s annual GIPS verification; maintenance of firm’s external marketing databases; proxy voting for client accounts; support of the investment team by running periodic analytics; responding to requests for information; and due diligence questionnaires. He also supports the sales and marketing efforts by helping to update and maintain marketing communications.

Prior to joining Affinity, Josh was a Senior Consultant with Linda S. Congleton & Associates performing institutional shopping mall valuations and strategic market research in the Commercial Real Estate Industry. Josh also spent 3 years at PIMCO where he was an Account Manager, Vice President providing client relationship management for the firm’s large institutional separate account business. During this time, he was also the firm’s Long Duration Product Manager. Additionally, previous roles include working at Pacific Life Insurance in the Trade Operations department and an internship with PAAMCO while in graduate school.

Josh received a bachelor’s degree in Economics from UC San Diego and M.B.A. from UC Irvine’s Paul Merage School of Business. Josh holds the Chartered Financial Analyst designation and has passed the Series 3, 7 and 66 NASD Exams.

In his free time, Josh enjoys surfing, spin/cycling classes, traveling (especially to exotic surf locations), reading (anything from mystery novels to the latest business outlook), and watching independent films.

josh.katz@aiallc.com
(949) 251-2354