Experience

• 

  德勤

  Jun 2017 - Jul 2017

  Audit intern

  – Assisted in auditing Q2 financial statement for TBC (NT$31bn sales), a publicly-traded company in broadcasting industry– Performed cut-off testing and journal entry testing on various accounts for 6 companies and their subsidiaries– Reviewed external confirmations from banks and law firms, and authenticated the accounts in assets and liabilities

• 

  安侯建業

  Apr 2019 - Jun 2019

  Consulting intern

  – Brainstormed with senior consultants to help corporate clients identify their main CSR strategy lines of action– Provided clients with sustainability plan in the integration of ESG related risks inside the internal risk management framework– Conducted research on world-wide sustainable development and published KPMG’s Climate Change & Sustainability eNews

• 

  星展銀行

  Jul 2019 - Aug 2019

  Strategic planning & project management summer intern

  Directly under CEO office– Identified potential application scenario for API and assessed our partnership with Fintech companies to build up ecosystems– Evaluated business impact and opportunities of the latest financial innovation cases and summarized into weekly briefings– Analyzed trends from the domestic credit card market and performed competitor benchmarking; moreover, developed customer acquisition and retention strategies targeting high-net-worth customers to the COO and the credit card team Show less

• 

  南山人壽

  Mar 2020 - May 2023

  U.S. Equity Research– Part of a team that covers 50+ companies in the public REITs sector– Responsible for writing insightful reports including thematic deep dives, notes on company/sector news, and quarterly earning preview/review Nanshan lifer is one of the biggest buy-sides in Taiwan, with AUM of approximately 180mn USD– Rotated in seven departments under Investment function, including Fixed-Income, Equity, FX, Alternatives, Asset-Allocation, Operations and Real-Estate.– Finished assigned tasks and reports during rotation – Conduct macroeconomic fundamental research of the G8 countries, China and Taiwan to deliver investment opportunity– Screen and summarize investment ideas from numerous sell-side reports and present to the managers on monthly basis– Daily update bond index, global economic data and credit market statistics, and prepare macroeconomics analysis report and daily quotation sheet for Chief Investment Officer and other department managers

  • Investment Analyst

    Jul 2021 - May 2023

  • Investment Management Associate

    Jul 2020 - Jun 2021

  • Fixed-Income Investment Intern

    Mar 2020 - Jul 2020
• 

  元大寶來證券

  Jun 2023 - now

  Equity research associate

  Downstream Tech