
Shirley Jiang
Marketing Intern

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About me
Economics @ Macalester College | Girls Who Invest SIP '24 | PIMCO Future Leader
Education

Abraham Lincoln High School
2018 - 2019High School Diploma 9thActiviteiten en verenigingen:DECA Club Volunteering @ WHYY Radio and Philabundance

Macalester College
2022 - 2026Bachelor's degree Economics JuniorActiviteiten en verenigingen:Bonner Scholar Task Force on Budget Student Representative APIDA Board Member Macalester Consulting Club Board Member Macalester Financial Affairs Committee Member Macalester Administration & Finance Advisory Committee Women in Economics Club Member GPA: 3.95 / 4.0

Bridgewater-Raritan High School
2019 - 2022High School DiplomaAP Chinese (self-study), AP Macroeconomics (self-study), AP Biology, AP European History, AP Psychology, AP US History, AP Language and Composition, AP Literature, AP US Government
Experience

PECO
Jun 2019 - Jul 2019Marketing InternCreated a new chatbot for the PECO website to provide better, instant automated aid to customersGave a ten-minute-long presentation on important material to the department on safety and healthKept 40+ physical files & digitized records organized for easy updating & retrieval by team membersAlways maintained a productive workday by inquiring about more work responsibilities and actively seeking opportunities to go the extra mile

Five Star Restaurant
Jul 2019 - Jun 2022ServerGreatly increased efficiency by creating an assembly-like system from an order’s start to finish, minimizing the number of misplaced or forgotten ordersCollected cash and credit card payments, making sure to leave customers with positive lasting impressions of the restaurantTook phone call orders quickly and effectively to ensure maximum satisfaction of customers

HORACE MANN ELEMENTARY SCHOOL
Sept 2022 - Jun 2023Teaching AssistantAssisted weekly with 3rd, 4th, and 5th-grade classes of up to 30 students, facilitating a greater understanding of abstract scientific conceptsIndependently tutored struggling students one-on-one to guide and reinforce their new knowledge acquisition Supported the teacher by providing necessary help on office work, i.e. grading papers, printing worksheets, sharpening pencils, etc.

Baird
Jan 2023 - Jan 2023THRIVE at Baird Participant
Macalester College
Feb 2023 - nowStrategic Planning and Task Force on Budgeting Committee Student RepresentativePartnered with the college CFO and other faculty members to create a sustainable budget to support activities of 20+ university departments, forecasting expenses and making appropriate allocations Advocated on behalf of students to the college, increasing the facilitation of important discussions on equity by 20%Liaised in managing a budget of $1M+ specifically allocated towards staff and faculty pay

Becker Friedman Institute for Economics
Jun 2023 - Jun 2023Expanding Diversity in Economics Research FellowSelected to study Economics at the University of Chicago and the Brookings Institute as a part of a highly selective chosen group of diverse individuals, hoping to encourage students from various backgrounds in EconomicsParticipated in discussions with Nobel Laureates Richard Thaler, Ben Bernarke, Doug Diamond, etc. on the power of Economics in research in both Academia, Policywork, and the private sectorNetworked with individuals from esteemed companies such as JP Morgan & Co, Northern Trust, Chicago Fed and DC Fed, Ariel InvestmentsAttended classes in microeconomics and macroeconomic theory and the relevant research behind them taught by well-regarded economists John List, Chad Syverson, Matthew Noto, etc. Minder weergeven

Frostgate LLC
Jul 2023 - Sept 2023Equity Research Analyst InternConducted thorough financial analysis on the premium haircare industry, evaluating Frostgate’s investment in the company using financial models and market researchAnalyzed 10+ sources of financial statements, market trends, and economic data to create research reports in support of investment decision-making for internal and external stakeholdersPlayed a crucial role in improving data collection and analysis, decreasing research workflows by 20 hours per month

STAFFX™
Jul 2023 - Aug 2023Recruiting ManagerResearch and identify potential client companies and decision-makers using online directories, social media, and industry-specific databases.Provide administrative support to the sales team and contribute to sales process improvements.

Bank of America
Jul 2023 - Aug 2023Digital AmbassadorAwarded the STAR Award during internship duration - 1 of 3 out of 50+ internsProvided assistance to 100+ clients daily on digital banking, encouraging them to increase transactions onlineConsulted 500+ clients weekly on lending and investing demands to ascertain appropriate specialists, bringing the wait time of the bank down by hours

Independence Point Advisors
Aug 2023 - Nov 2023Investment Banking Fall Analyst InternEvaluated top companies’ performance, bond issuances, and valuation using key metrics, Excel, and PowerPoint and presented data to external senior management at companies like Walmart and CMS EnergyPrepared companies’ financial models and debt maturity profiles, increasing personal knowledge of both equity and bond markets by 50%

Walmart
Sept 2023 - Sept 2023AFDP Diversity Summit Participant
Neighborhood Development Center
Sept 2023 - nowRevitalized client acquisition procedures by creating and maintaining a comprehensive database, resulting in a 15% increase in the efficiency of identifying and onboarding potential borrowersStreamlined loan application processes by gathering and organizing financial documentation, ensuring a 20% reduction in processing time and facilitating quicker decision-making
Promise Act Intern
Jan 2024 - nowCommercial Lending Intern
Sept 2023 - Jan 2024

Morgan Stanley
Jan 2024 - Jan 2024Early Insights ParticipantWealth Management

Piper Sandler
Feb 2024 - Feb 2024Career Exploration Participant
Bank of America
Feb 2024 - Feb 2024Campus to Careers Forum ParticipantWealth Management - Private Bank Track

Citizens
Apr 2024 - Apr 2024Women in Banking Sophomore Summit Participant
Girls Who Invest
Jun 2024 - Jun 20242024 Summer Intensive Program ScholarAccepted into a highly selective, rigorous 4-week training program focused on core finance and investment concepts and skills taught by University of Pennsylvania Wharton professors and investment professionals. Upon completion, earned a 7-week paid internship on an investment team at a top asset management internshipCoursework and case studies included accounting, valuation, financial modeling, Bloomberg Terminal, asset allocation, presentation, and business etiquette skills

Glenmede Investment Management
Jul 2024 - Aug 2024Small/Mid Cap Equity Portfolio Management AnalystGirls Who Invest PlacementConducting fundamental research and investor due diligence on small-cap equities on self-storage REITs and homebuildingAnalyzing market trends, financial statements, and company presentations on key companies, adding to a leading investment portfolio that historically outperforms the Russell 2000 by 3% on a five-year basisPresented in-depth research findings and strategic recommendations to the portfolio management team
Licenses & Certifications
- View certificate

Analyzing Financial Reports
Wall Street PrepMar 2024 - View certificate

Accounting & Financial Statement Analysis
Wall Street PrepJan 2024 - View certificate

Jumpstart Certificate 2023
100 Women In Finance - View certificate

PowerPoint Shortcuts for Investment Banking
Wall Street PrepMar 2024 - View certificate

Project Destined Global Real Estate Academy Certification
Project DestinedJul 2023 - View certificate

Project Destined E-learning Real Estate Certification
Project DestinedJun 2023 - View certificate

Spreadsheet Modeling 2013 Online Course
Harvard Business Publishing EducationNov 2022
Honors & Awards
- Awarded to Shirley JiangMN Women in Public Finance Scholarship Women in Public Finance Minnesota Chapter Jul 2024 $2,000 one-time scholarship to promote more women into public finance roles
- Awarded to Shirley JiangRisk Management Association Scholarship Risk Management Association Jul 2024 The Risk Management Association Foundation offers scholarships to students in an undergraduate program who are interested in working in the financial industry after graduation.The RMA Foundation has awarded over $200,000 annually in scholarships ranging from $1,000 to $5,000.I received a $1,000 scholarship.
- Awarded to Shirley JiangPIMCO Future Leaders Scholarship PIMCO May 2024 The PIMCO Foundation Future Leaders Scholarship (FLS) began with a commitment of $1 million total, but has since expanded up to $2 million, amounting to about $30,000 per recipient. Current undergraduate sophomores, current or future (Fall 2024) master’s degree students, and current doctoral students are invited to apply.FLS is designed for students from underrepresented communities who have an interest in investment management and wish to pursue a career in finance by way of continued… Show more The PIMCO Foundation Future Leaders Scholarship (FLS) began with a commitment of $1 million total, but has since expanded up to $2 million, amounting to about $30,000 per recipient. Current undergraduate sophomores, current or future (Fall 2024) master’s degree students, and current doctoral students are invited to apply.FLS is designed for students from underrepresented communities who have an interest in investment management and wish to pursue a career in finance by way of continued education. Show less
- Awarded to Shirley JiangChia Family Foundation Scholarship Scholarship America Feb 2024 The Chia Family Foundation Scholarship supports Chinese-American students in their pursuit of higher education, providing awards from $5,000 to $15,000 per year. (Received $15,000/year)To apply, students must be Chinese-American by direct lineal descent (based on self-identification and indication of family origins in China; if unknown, applicants will be asked to provide a reason). Applicants must also be U.S. high school graduates who have completed a minimum of one full year of… Show more The Chia Family Foundation Scholarship supports Chinese-American students in their pursuit of higher education, providing awards from $5,000 to $15,000 per year. (Received $15,000/year)To apply, students must be Chinese-American by direct lineal descent (based on self-identification and indication of family origins in China; if unknown, applicants will be asked to provide a reason). Applicants must also be U.S. high school graduates who have completed a minimum of one full year of college education by June 2025, and must be planning to enroll full-time in 2025-26 at a private, nonprofit four-year college ranked in U.S. News’s Top Fifty National Liberal Arts Colleges. Awards are available for students pursuing a first bachelor’s degree, and are renewable up to three additional years or until a first bachelor’s degree is earned, whichever occurs first. Each year of eligible renewal, the award will increase by $1,000. Show less
- Awarded to Shirley JiangSummer Intensive Program Participant Girls Who Invest Nov 2023 The Summer Intensive Program (SIP) is an 11-week experience open to college sophomores: on-campus training and a paid investment internship. SIP combines academic instruction with real-world experience. Learn core finance and investment principles alongside a strong community and then apply that knowledge through a guaranteed internship with a leading investment firm.
- Awarded to Shirley JiangAPIA/Wells Fargo Scholarship APIA Scholars May 2023 $5,000 Scholarship for academic years 2023-2024 and 2024-2025 directed toward low-income Asian, Pacific Islanders to afford to continue access to higher education without worrying about financial strain
- Awarded to Shirley JiangDean's List Macalester College All Semesters
Volunteer Experience
Co-Leader
Issued by Girl Scouts River Valleys on Nov 2022
Associated with Shirley JiangCampus Ambassador
Issued by CareerSpring on Aug 2023
Associated with Shirley Jiang
Languages
- chChinese
- frFrench
- enEnglish
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