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About
Joshua Rosen is a Portfolio Manager at J. Goldman & Co., L.P. in New York, NY, where he leads investment strategies and portfolio management with a focus on public equity markets. Prior to joining J. Goldman & Co. in August 2023, he was a Senior Analyst at Millennium Management, where he further honed his expertise in fundamental equity research and investment decision-making. His key responsibilities have included overseeing investment analysis, risk assessment, and portfolio construction for institutional clients.
Rosen has significant experience across multiple sectors, with a particular emphasis on public equities, risk arbitrage, and fundamental long/short strategies. During his tenure as Partner at Act II Partners, LP, he managed sector-focused portfolios and developed deep expertise in both growth and value investing across various industries. His skill set spans fundamental research, cross-sector analysis, and the development of differentiated investment ideas for hedge fund clients.
He holds a Bachelor of Science in Economics with concentrations in Finance & Decision Processes from The Wharton School, providing a strong foundation in both quantitative analysis and financial theory. Joshua Rosen is recognized for his analytical acumen, sector versatility, and leadership in the investment industry, contributing meaningfully to the firms he has served throughout his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| J. Goldman & Co., L.P. | Portfolio Manager | Aug 2023 to Present | — |
| Millennium Management | Senior Analyst | Jul 2017 to Aug 2023 | — |
| Act II Partners, LP | Partner | Sep 2004 to Jul 2017 | — |
| Vulcan Capital | Private Equity Associate | Aug 2003 to Jul 2004 | — |
| Banc of America Securities | Investment Banking Analyst - Mergers and Acquisitions Group | Jul 2000 to Jul 2003 | — |
Education
The Wharton School
Bachelor of Science in Economics, Finance & Decision Processes
1996 — 2000
Winston Churchill High School
1992 — 1996
Others at J. Goldman & Co. LP (42)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Adam Zucker | Partner and Portfolio Manager | New York, NY , United States |
| Analyst | Setauket- East Setauket, NY , United States | |
B Bo Yang | Portfolio Manager | New York, NY , United States |
B Brett Levy | Analyst | New York, NY , United States |
D Daniel Koch | Analyst | Dallas, TX , United States |
| Partner and Portfolio Manager | Boston, MA , United States | |
| Portfolio Manager | Cedar Grove, NJ , United States | |
E Eric Brown | Portfolio Manager | New York, NY , United States |
G George Wang | Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |