Calvin Jiang [email protected] • (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