Jeff Gee has a Master's degree in Finance from Illinois Institute of Technology and a Bachelor's degree in Financial Engineering from Soochow University in Taiwan. His academic projects include constructing an automatic trading system using C# and analyzing market data in SQL, reproducing Monte Carlo simulations to price derivatives using Matlab, and evaluating a JP Morgan mutual fund to assess risk factors. For experience, he was an intern at Fubon Financial in Taiwan where he consulted on insurance policies and increased new customers, and was President of the Taiwan Student Association at IIT where he led orientation events for new students. He is proficient in various computer languages and applications.

1. SZ-YU (JEFF) GEE
544 W Melrose St, APT 360, Chicago, Illinois, 60657
224-518-3667․sgee3@hawk.iit.edu
Education
ILLINOIS INSTITUTE OF TECHNOLOGY, STUART SCHOOL OF BUSINESS, Chicago, Illinois 05/2016
Master of Science in Finance, Concentration: Financial Modeling
SOOCHOW UNIVERSITY, Taipei, Taiwan 06/2012
Bachelor of Financial Engineering and Actuarial Mathematics, Concentration: Financial Engineering
Academic Projects
Simulated financial indicators and automatic trading system:
 Constructed an automatic trading user interface in C# by utilizing trader API to collect data from Trading
Technologies Inc. and output to Excel file
 Implemented big data, which from API, of different financial instruments to predict securities’ performance
by statistical analysis and employed SQL query to filter profitable tickers based on past market data
 Applied financial indicators on determining bid/ask signals and visualized the dynamic figure automatically
to make profit in a small time interval
Reproduced the Monte-Carlo Simulation to price derivatives instruments:
 Built the stochastic process under Matlab to simulate the random movement of the NYMEX and Chicago
natural gas future prices, then optimizing the time of executing code
 Priced a swap option using Monte-Carlo Simulation or bivariate method under the time varied volatility
condition to accurately compare the outcomes utilizing multiple futures contracts
 Proposed the business opportunity based on the consequence of pricing model to explain the probability
of earning
Improve mutual fund portfolio management analyst:
 Evaluated performance of JP Morgan Mid Cap Value Fund. by selecting Russel 1000G & V, Russel
2000G & V to accomplish style analysis by comparing S&P 500, Dow Jones and Russel 3000
 Applied numerous of regressions model and sensitivities test to filter the risk factors and alpha factors
which are possibly influenced the tickers’ performance in Excel VBA
 Built up the final alpha regression models and combined the component in the portfolio based on each
alpha and component attribution
Extra-Curricular Experience
FUBON FINANCIAL, Taipei, Taiwan 06/2013 – 12/2013
Sales Intern
 Designed a questionnaire to gather and analyze the customers’ data by using cluster and statistical
analysis to explore more than 13% of potential customers compared to traditional cold calling method
 Consulted on multiple insurance policy options and advised on most suitable recommendations
 Delivered high level after-sales service through monthly appointments and successfully increased more
than expected in attracting new customers
TAIWAN STUDENT ASSOCIATION - IIT, Chicago, Illinois 08/2014 – 05/2016
President
 Leaded the orientation process for new Taiwanese students; led planning and logistics including time and
location for the welcome event in collaboration with Presidents of other schools
 Controlled costs through numerous innovative ideas; facilitated acclimation to Chicago for new students
Technical Proficiency
Computer Languages: Matlab, C#, ASP.NET, SQL, C++, VBA, Bloomberg, Statistics R
Application: Word, Excel, Access, PowerPoint, Outlook