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JR

Joshua Rosen

Portfolio Manager at J. Goldman & Co. LP

New York, NY , United States

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

OrganizationRoleDate RangeDetails
J. Goldman & Co., L.P.Portfolio ManagerAug 2023 to Present
Millennium ManagementSenior AnalystJul 2017 to Aug 2023
Act II Partners, LPPartnerSep 2004 to Jul 2017
Vulcan CapitalPrivate Equity AssociateAug 2003 to Jul 2004
Banc of America SecuritiesInvestment Banking Analyst - Mergers and Acquisitions GroupJul 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)

NameRoleLocation
Adam Friedman
Adam Friedman
AnalystNew York, NY , United States
A
Adam Zucker
Partner and Portfolio ManagerNew York, NY , United States
Anthony Morra
Anthony Morra
AnalystSetauket- East Setauket, NY , United States
B
Bo Yang
Portfolio ManagerNew York, NY , United States
B
Brett Levy
AnalystNew York, NY , United States
D
Daniel Koch
AnalystDallas, TX , United States
David Mack
David Mack
Partner and Portfolio ManagerBoston, MA , United States
Drew Ronkowitz
Drew Ronkowitz
Portfolio ManagerCedar Grove, NJ , United States
E
Eric Brown
Portfolio ManagerNew York, NY , United States
G
George Wang
Senior AnalystNew York, NY , United States
Showing 1-10 of 42 team members

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