Jay Chang

Jay chang

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location of Jay ChangDurham, North Carolina, United States
Phone number of Jay Chang+91 xxxx xxxxx
Followers of Jay Chang515 followers
  • Timeline

    Mar 2021 - Apr 2021

    Retail Sales Trainee

    TOTO Taiwan
    Jan 2022 - Aug 2022

    Audit Chair

    Alpha Kappa Psi
    May 2022 - Aug 2022

    Supply Chain Planning Assistant

    LVMH Perfumes & Cosmetics
    Aug 2022 - May 2023

    Investment & Trading at Purdue-Analyst

    Investment & Trading at Purdue
    Jun 2023 - Aug 2023

    BTS - Asset Management Tax

    KPMG US
    Apr 2024 - Jul 2024

    Fund Investment Intern

    The Beryl Consulting Group LLC
    May 2024 - Jul 2024

    Management Consulting Intern

    WeaveXR
    Current Company
    Aug 2024 - Dec 2024

    Analyst

    Sorenson Impact
  • About me

    Incoming Business Analytics in Finance @ Duke University | Purdue University | Ex KPMG | Asset Management | SQL, Python, Alteryx, PowerBI, Microsoft Power Platforms

  • Education

    • Canadian international school

      2017 - 2020
      Economics 3.57

      Activities and Societies: High School Basketball Team Community Volunteer Swimming Team As a dedicated member of the high school basketball team, I embraced the spirit of teamwork and competition, honing my skills on the court while developing a deep understanding of strategy, discipline, and collaboration. This experience instilled in me a profound appreciation for hard work, resilience, and the pursuit of excellence, traits that I carry into every aspect of my life.

    • Purdue university krannert school of management

      2020 - 2024
      Bachelor of science - bs finance & accounting double major with a minor in entrepreneurship and innovation 3.79/4.0

      Activities and Societies: Member of Investments and Trading at Purdue (ITP), an active member in the Fintech Sector Purdue Accounting Association: PAA

    • Duke university - the fuqua school of business

      2024 - 2025
      Master of quantitative mangement: finance track business analytics

      ▪ Data Science Coursework: Data Science for Business (R & Python), Decision Analytics & Modeling, Data Infrastructure (MySQL), and Tableau▪ Domain Coursework: Intermediate Finance, Derivatives, Fixed Income Securities, Financial Risk Management

  • Experience

    • Toto taiwan

      Mar 2021 - Apr 2021
      Retail sales trainee

      • Learned how to evaluate customer value and develop sales pitches that matches the needs, desire and concerns.• Perform the organization of a product seminar to provide a stage for the official salesperson.• Build a closer connections with different retail customers and provide product overviews to improve the sale of product

    • Alpha kappa psi

      Jan 2022 - Aug 2022
      Audit chair

      Reviewed chapter budgets of $20,000 across 10 committees for events and logistics, developed detailed reports of cash flow financial statements and reconciled reimbursement forms and cash accountsDevised short-term and long-term revenue-generating operations, optimized fraternity expenses, and acquired funding sponsorship through local outreach

    • Lvmh perfumes & cosmetics

      May 2022 - Aug 2022
      Supply chain planning assistant

      • Executed 2-hour long Microsoft Power Platform training program with certification, educating 47 employees• Built business internal chatbots using Power Virtual Agent and Power Automate, saving up to 60 hours a year • Constructed monthly supply request sheet and weekly report of return cancelled orders via Excel, saving over $16,000 for Dior• Controlled monthly imported cosmetics oversees in volume of thousands to distribute to warehouse and mall counters throughout Taiwan

    • Investment & trading at purdue

      Aug 2022 - May 2023
      Investment & trading at purdue-analyst

      • Analyzed 15+ company’s financial statements to prepare a stock pitch for Krannert graduate students and professors• Made and justified the decision to invest in PayPal, giving stock pitches to professors and investors• Browsed 10+ news sources and incorporated timely information to create careful investing options

    • Kpmg us

      Jun 2023 - Aug 2023
      Bts - asset management tax

      • Deployed GoRS to efficiently process 20+ returns for high-net-worth clients and partnerships with assets exceeding $10,000,000;• Constructed comprehensive workpapers in alignment with Federal and State regulations, ensuring readiness for KPMG partner evaluations using client-provided PBCs;• Demonstrated expertise in assimilating K-1s and calculating data in Asset Management Platform (AMP), facilitating the generation of precise AMP reports for tax returns;• Conducted meticulous reviews of workpapers related to real estate entities and hedge funds, gaining an in-depth comprehension of the interrelation between income statements, balance sheets, and trial balances. Show less

    • The beryl consulting group llc

      Apr 2024 - Jul 2024
      Fund investment intern

      Contributed to Technology & Hedge Fund Research to support strategic decision-making processes.Assisted in the development of Beryl Online Library Platform, enhancing tools for Manager Due Diligence and Asset Allocation.Supported the organization and execution of Beryl Elites Annual Conference.Acquired valuable skills through involvement in significant research and development projects.

    • Weavexr

      May 2024 - Jul 2024
      Management consulting intern

      Developed a market sizing for VR into specific industries of the US and Western European countries to help the company expand beyond South AfricaResearched costs and revenues of each market and industry in order to develop a pricing strategy for Weave XR in order to help them enter other markets

    • Sorenson impact

      Aug 2024 - Dec 2024
      Analyst
  • Licenses & Certifications

  • Volunteer Experience

    • Task Force Lead

      Issued by The World Food Bank on Jan 2021
      The World Food BankAssociated with Jay Chang