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Josiah Radford jradford135@gmail.com

Summary Statement

Hello, I am Josiah Radford. Numbers have been my passion since I was a child. I became interested in finance at a very young age when my grandparents started showing me charts of companies from books they gave me. My analytical, leadership, and numerical skills are perfect for a career in a corporate environment. In the ever-advancing era of technology, I have equipped myself with proficiency in various software programs like Bloomberg Terminal experience and MS Excel. I am also becoming skilled in Python coding and other platforms in order to keep improving my capabilities and adapting to the future. I recently completed a year-long equity analyst internship at Titan Capital Management in which I managed a portfolio of over $1,000,000 in overall assets, presented to management, and gained hands-on financial analysis experience. I am also an avid supporter of giving back. I have done volunteer work in the non-profit sector to help alleviate poverty in impoverished areas of Orange County. On top of this, I lead elementary schoolers to develop important life skills. My willingness and drive to learn and apply my knowledge and experiences in finance and business have prepared me for a fun, competitive, ambitious, and fruitful career in the business world.

Education

California State University, Fullerton
Major: Business Administration
Concentration: Finance
Graduation Year: 2019
Honors: Magna Cum Laude (3.81 GPA)

Volunteer & Experience

Vineyard Church of Anaheim

Volunteer Youth Leader, July 2019 - Present

  • Supervise and lead elementary-aged kids in a welcoming environment through assisting them in developing and growing important life skills in order to be better prepared for school, life events, and more
  • Recruit members & aid in the preparation of teachings, activities, and more to help foster a healthy learning atmosphere for kids

Service-learning Intern, March - May 2016

  • Supported a variety of community service activities to allow for effective event completions ranging from 300-3000 people
  • Distributed supplies to various impoverished communities such as providing for the homeless in Santa Ana & Anaheim in order to bring charity to the less fortunate
Titan Capital Management, LLC.

Equity Analyst Intern, May 2018 - May 2019

  • Managed a portfolio containing over $1,000,000 in total assets to create necessary funding for client goals
  • Drafted and presented in-depth monthly performance reports in order to provide the overall status of the portfolio and suggest fact-based opportunities to team members and upper-level leadership
  • Improved performance by nearly 200 basis points compared to the S&P 500 during the stock market downturns of October and December of 2018 through strategic and tactical portfolio allocation
  • Persuasively communicated both the qualitative and quantitative rationales for investment ideas and decisions in sectors such as Energy, REITs, Consumer Discretionary, and more by researching, gathering, analyzing and presenting data
  • Achieved excess YTD returns relative to the S&P 500 benchmark through April 2019 of over 9.8%, 4.1%, & 3.5% in the Healthcare, Consumer Staples, & Industrials sectors, respectively, by means of key investment decisions
Student Managed Investment Fund

Lead Investment Analyst, May 2018 - January 2019

  • Won 1st place ($60,000) with team in the 2018 CFA Society Orange County Request for Proposal (RFP) Competition
  • Led a team of junior analysts in building investment reports, learning Bloomberg software, and more

Junior Analyst, February 2018 - May 2018

  • Gained hands-on investment experience
  • Learned industry-related skills
  • Helped team earn 1st place in CFAOC Spring Update Presentation by analyzing and pitching investment opportunities
Finance Association

Vice President of Community Outreach, May 2018 - January 2019

  • Directed volunteer events and collaborations with other associations for workshops, community service, & networking
  • Coordinated with President and VP of Finance to establish proper budgets and scheduling for events

Member, January 2017 - May 2018

  • Gained valuable insight by networking with members and attending various career workshops and executive speaker meetings
Goldman Sachs Los Angeles Symposium

Participant, March 2017

  • Selected from a pool of applicants to attend this special event and learn from Goldman Sachs employees and interns
  • Analyzed various companies in a case competition featuring a revenue case study in order to gain hands-on investment experience and presentation skills
  • Collaborated in interactive fair for candidates to learn more about the Federation divisions

Coursework

Business Analytics
Financial & Managerial Accounting
Advanced Investment Analysis I & II
Problems in Business Finance
Mergers & Acquisitions
International Economy
Financial Management I & II

In my financial management class, I completed a project in which I got to learn for the first time on how to value a company based on different valuation models. These include comparables, the dividend discount model, and the discounted cash flow model.

Accomplishments

2019 TABR Capital Management Scholarship
2018 Seeking Alpha Investment Article Publication
2017 - 2018 Boeing Scholar
2017 - 2018 Finance Department Scholarship
2015 - 2018 Dean's List Award (6X Total)
2015 - 2018 Middle Class Scholarship

Other Memberships, Certifications, Skills, & Hobbies!

Fullerton Finish Scholars Program
Golden Key International Honor Society
National Society of Collegiate Scholars
Bloomberg Market Concepts (BMC) Certificate
Life, Accident, & Health Insurance License (License Number: 0K91263)
Advanced Proficiency in MS Excel
Familiar with Python's Basic Syntax
Gym, Volunteer Work, & Guitar!
The Boeing Company Scholarship from Tim Myers, President of Boeing Capital Corporation
College Graduation Day
Thank you!
Created By
Josiah Radford
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Credits:

Created with images by Hunters Race - "The Boss" • Larm Rmah - "Happiness" • 6689062 - "financial analytics blur" • Charles 🇵🇭 - "Gold Medal for the 2018 Winter Olympics"