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Sam Jang

Sam Jang

Investment Research Analyst

NexGen Wealth Management

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NexGen Wealth Management

Investment Research Analyst

Assist portfolio manager with assessment of third party managers by analyzing investment strategies, results, fee structure, and performing attribution analysis.

Career medium 02
Career

Samuel Jang Consulting

Non-Profit Arts Marketing & Development Consultant

• Advised benefit event organizers on donor development, marketing, and strategy, and implemented social media marketing efforts.

Southwest Chamber Music

Production Manager, Education Program Coordinator, and Tour Manager

• Managed production of a U.S. State Department sponsored cultural exchange project between U.S and Vietnam that spawned 6 weeks of
concerts with 38 musicians, cultural exchange events, and music educational events in Hanoi, Saigon, and Los Angeles.
• Prepared presentations and speaking points for executive director in her presentations to donors and cultural leaders.
• Wrote grant reports that resulted in successful funding of music education programs that served 700 public school students.
• Increased social media marketing by increasing Facebook activity and number of “fans” from 50 to over 700.
• Revamped website to communicate latest news about Southwest and update concert program information and sales transactions.
• Generated profit for concession sales by creating budget, managing inventory, sales, and staff. Presented rev/exp reports to executive director.

Career medium 04
Career
Career medium 03

Southwest Chamber Music

Treasurer and Board of Directors

• Participated in drafting a $500,000+ budget of the non-profit during the planning phases of a U.S. State Department cultural exchange
between Vietnam and U.S. and presenting to the board for approval.
• Reviewed Southwest’s financial statements and general ledgers to evaluate its revenues, expenses, and cash flow on a monthly basis.

Career

Capital Group

Business Systems Analyst

• Researched and analyzed investment transactions on equity and fixed income securities to assess impact to internal and external clients.
• Performed complex ad-hoc queries of investment data to assist internal clients with their audits, hypothetical portfolios, research projects, and response to inquiries from clients, SEC, and other regulatory bodies.
• Investigated and resolved reconciliation issues between various accounting systems to assist users in timely month-end closing of accounts.
• Managed and implemented IT projects on a mission critical system that performed investment accounting & results calculations for users in
various business units that included portfolio managers, compliance, legal, and investment results.
• Researched and interviewed users to assess how they use system and gather requirements for system changes & enhancements.
• Coordinated and lead a cross functional team consisting of users and programmers to develop solutions that would meet client’s needs.
• Recognized by users for communicating complex system issues in easily understood plain language with limited technical jargon.
• Provided technical support and system training to internal clients while complying with deadlines for multiple projects and other assignments.

Career medium 01
Career
Career medium 03

Capital Group

Shareholder Account Representative & Systems Testing Analyst

• Recognized by managers for providing shareholders with high levels of service in answering questions regarding IRS rules and mutual fund
accounts, website, and by processing trade requests.
• Published internal job aids and articles to help associates provide shareholders with accurate information and efficiently process requests.
• Self-started projects aimed at reducing errors from processing of shareholder investments and reducing call wait times in website support line.
• Conducted interviews and analyzed quantitative data to identify root cause of errors and inefficiencies, and to identify solutions.
• Awarded with IT internship for effort.entify root cause of errors and inefficiencies, and to identify solutions.
• Awarded with IT internship for effort.

Career

Wells Fargo Bank

Teller

-Serviced customers by processing transaction requests, maintaining accounts, and answering questions regarding bank policies.

University of California, Irvine

BA, Economics

USC CFALA