Jimmy Jiang Email and Phone Number

Managing my personal fund by researching and investing in select equities from NYSE. Investments include companies from Semiconductor industry, Software, Biomed, etc. Current average annual return exceeds 15%.

As part of the MSBA practicum project, working to optimize customer acquisition and retention by implementing financial models and customer behavior dashboards for the world’s largest EV charging station provider.• Processed and analyzed 300K+ rows of charging pricing data using SQL to generate actionable insights that optimized discount offers and accelerated price setting process by 20%• Constructed Machine Learning models in Python to identify and segment high priority customers into 4 unique classes. Forecasted client revenue potential by customer tier and station utilization• Built customizable Tableau dashboards for sales team, displaying ownership costs and revenue estimates to visualize benefits of ChargePoint stations and cloud services to potential customers

Part time Lifeguard/Swim Instructor with UBC Aquatic Center.

Worked as a Research Intern for Morgan Stanley Securities, collaborated with Economists to explore complex economic issues and discover business opportunities through data.

• Collaborated with Japan-based client teams to perform financial due diligence on a Japan-China cross border M&A transaction for water treatment plants, resulting in an $100M acquisition• Conducted over 20 interviews with management teams to understand, analyze and evaluate subject company’s business model and profitability

• Worked with a team of auditors on several projects, including auditing for Finisar Corporation Wuxi.• Participated in auditing procedures such as inventory check, internal control, account examination with Oracle database, etc.