15605 SW Springfield Ln - Master`s In Finance

Transcription

15605 SW Springfield Ln - Master`s In Finance
Calvin Jiang
caljiang21@gmail.com • (415) 823-5896
EDUCATION
Claremont McKenna College, Claremont, CA
May 2015
Master’s Program in Finance
 Awards: Robert Day Scholar
 Relevant Coursework: Advanced Corporate Finance, Financial Accounting, Investments, Asset Pricing & Derivatives
University of California, Santa Cruz, Santa Cruz, CA
December 2013
Bachelor of Arts in Economics and Mathematics
Bachelor of Arts in History, with European Concentration
 Cumulative GPA: 3.6/4.0; Major GPA: 3.8/4.0
 Awards: Graduated with Honors, National Merit Scholar, Steck Scholarship (2012 and 2013), Dean’s List (2010 – 2013)
 Relevant Coursework: Real Analysis, Honors Econometrics, International Finance, Corporate Finance, Computational
Methods, Probability Theory
EXPERIENCE
Charles Schwab, San Francisco, CA
June 2014 – August 2014
Risk Management Intern

Performed duties as a quantitative analyst, economist, model developer and project manager for risk analytics team

Assisted in constructing Schwab’s first ever in-house credit and deposit risk models at the loan and account levels

Conducted QA, discriminatory analysis, and reconciliation on outputs/findings to test accuracy of the developing models

Contributed directly to findings that were included in presentations to senior and executive officers

Based on performance, recommended for full-time position hire by managing director with approval of department’s EVP
Wynn Capital Management, San Francisco, CA
March 2014 – June 2014
Operations Analyst

Mentored by and worked directly with senior portfolio managers focusing on the portfolios of high net worth clients

Coordinated daily operations including client accounts and reports to be used as resources to clients and advisors

Compiled 401(k) and 403(b) plans databases spanning across the counties of Santa Cruz and Monterey

Evaluated prospective clients by measuring the fees, features and performances of plans

Based on portfolio management internship performance, offered full-time position
OpenCounter, San Francisco, CA
June 2013 – June 2014
Product Developer

Worked on product development, business development, marketing, and strategy for funded, early-stage technology start-up

Collaborated with co-founders on the direction and strategy of the company to best optimize funding resources

Developed city-specific tools to demo with public officials that have converted to contract partnerships

Worked exclusively on ZoningCheck project that has now been released for public use
 Based on performance as a consultant, offered full-time position
RESEARCH EXPERIENCE
University of California, Santa Cruz – Economics Department
June 2010 – June 2013
The United States’ Great Recession Project – under Professor Kenneth Kletzer
 Evaluated factors of the Great Recession to contrast the recent recession with prior domestic and foreign recessions
Phillips Curve Model Project – under Professor Carl Walsh
 Broke down dataset spanning 100 years to test the validity of the original Phillips Curve Model
Academic Outcomes Project – under Professor Alan Spearot
 Estimated the impact class sizes have on student performance using data aggregated from a major California university
Budgetary Analysis Project – under Professor Carl Walsh
 Analyzed budgets across all of UCSC’s departments to evaluate the impact of outside funding resources
SKILLS AND INTERESTS




Technical: Experience in R, Stata, MATLAB, LaTex, Excel, PowerPoint, Prezi
Language: Mandarin (intermediate proficiency)
Training: Training the Street, ERM Framework & Operational Risk Management, Teaching Assistantship Training
Interests: San Antonio Spurs, MMA, Traveling, Cooking, Outdoor Activities, Music