Summary
Overview
Work History
Education
Skills
Technical Proficiencies
Executive Board Member Phi Kappa Psi, Chaplain
Timeline
Generic

Joseph Evans

Lafayette,CA

Summary

Driven and disciplined, I honed my financial modeling and leadership skills as a Summer Intern at Morgan Stanley and Rubicon Mortgage Fund LLC. Mastering risk assessment and portfolio management, I actively contributed to strategic discussions and solutions, showcasing my ability to enhance financial decisions and foster strong relationships.

Overview

3
3
years of professional experience

Work History

Summer Intern

Morgan Stanley
Walnut Creek, CA
06.2024 - 08.2025
  • Explored Bloomberg looking for new municipal and corporate bonds based on current data.
  • Attended office meetings to gain insights about the company's strategic plan and business goals.
  • Analyzed and laid out prospective investment recommendations for different portfolios based on case studies.
  • Built and presented a final project highlighting a curated portfolio of the top ten hypothetical stocks and bonds allocated within a $1 million portfolio.

Summer Intern

Rubicon Mortgage Fund LLC
Lafayette, CA
05.2022 - 08.2022
  • Conducted price evaluations for commercial properties by shadowing the sales professional and communicating with my supervisor.
  • Operated as a liaison between Sales and Analytics teams by aggregating data against commercial viability.
  • Learned how to assess risk based on the probability of default by estimating financial outcomes and the potential impact on the company.
  • Worked with underwriters to fix application errors and resolve them using Excel spreadsheets.
  • Created marketing ads using past and current properties for clients and investors.

Education

Bachelor of Science - Business Administration in Finance GPA 3.5

San Diego State University
San Diego, CA

Skills

  • Financial Modeling with Excel
  • Portfolio Management
  • Public Speaking
  • Relationship Management
  • Disciplined
  • Competitive
  • Spreadsheet tracking
  • Leadership qualities
  • Active listening

Technical Proficiencies

  • Comfortable with Excel and Google Sheets

Executive Board Member Phi Kappa Psi, Chaplain

  • Organized brotherhood meetings and fundraising events.
  • Provided guidance and support to the fraternity members.
  • Helped lead weekly Executive Board meetings.

Timeline

Summer Intern

Morgan Stanley
06.2024 - 08.2025

Summer Intern

Rubicon Mortgage Fund LLC
05.2022 - 08.2022

Bachelor of Science - Business Administration in Finance GPA 3.5

San Diego State University

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Joseph Evans