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WeiCheng Liao

WeiCheng Liao

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Followers of WeiCheng Liao475 followers
location of WeiCheng Liao台灣 新北市 New Taipei City

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  • Timeline

  • About me

    CFA Level III cleared

  • Education

    • Taipei Municipal Jianguo High School

      -

    • Riverton High School

      -

    • 國立政治大學

      -
      Bachelor of Arts - BA Public Finance GPA 4.09/4.3

      活動和社團：1. Students association of public finance department 2. Futures and Options Trading competition held by Taiwan futures exchange

  • Experience

    • TMBA - Taiwan

      Jul 2021 - Jun 2022
      Member

    • Fubon Financial Holding Co., Ltd. 富邦金控

      Oct 2022 - Feb 2023
      Contractor

      1. Edit training materials for the credit card screening process. Assist in training new recruits and do retraining for those who have not passed the test or are not in the condition.2. Conduct inspections for cases completed in the primary screening process and correct the mistakes for prior processors.3. Develop wealth calculation tools, which were deemed to be 200% more efficient, for a foreseeable large amount of Costco card cases. 4. Categorize, 42000+ cases by their status code and various kinds of signals, and analyze the data afterward.5. Program automation for detecting and removing personal information files with certain file names on the desktop with batch.6. Process about 300 cases per day, which is three times the amount required.7. Verify the application of foreign applicants with a phone call. 收回

    • WorldQuant

      Mar 2023 - Jul 2023
      Research Consultant

    • ROC Army (Taiwan)

      Mar 2023 - Jul 2023
      Military Service

    • 凱基證券 KGI SECURITIES

      Jul 2023 - now

      1. Developed an order arrangement program with VBA to assist with uploading the orders to the system.2. Developed a VBA program to collect price information of PP bonds issued by different counterparties.3. Inquire bond prices according to the order from clients and try to make profits from the spread.4. Developed a Python program that assists in sending fax orders to email.5. Holding a program that focuses on reducing cost by automatically selecting from several stock brokers across multiple markets.6. Exercises stock orders from investment trust and banks. 收回

      • Sales Trader

        Apr 2024 - now

      • Trader(Sub Brokerage)

        Jul 2023 - Apr 2024

  • Licenses & Certifications

    • FactSet Essentials: Portfolio Analysis

      FactSet
      View certificate certificate

    • Basic Proficiency Test for Bank Lending Personnel

      Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院

    • Retrieving Data using Eikon Excel

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Getting Started with Eikon

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Supervised Machine Learning: Regression and Classification

      Coursera
      View certificate certificate

    • EdX Verified Certificate for Linear Algebra III: Determinants and Eigenvalues

      EdX
      View certificate certificate

    • Senior Security Specialist

      Securities and Futures Institute

    • Managing the Eikon Workspace

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Getting Started with Eikon in Microsoft Excel

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • EdX Verified Certificate for Linear Algebra I: Linear Equations

      EdX
      View certificate certificate

    • Working with Layouts

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Proficiency Test For Bank Internal Control and Audit

      Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院

    • Finance accelerator simulation experience in partnership with Morgan Stanley Certificate of completion

      AmplifyME
      May 2022
      View certificate certificate

    • Basic Proficiency Test for International Banking Personnel

      Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院

    • EdX Verified Certificate for Probability - The Science of Uncertainty and Data

      EdX
      View certificate certificate

    • Futures Specialist

      Securities and Futures Institute

    • Creating and Managing Alerts in Eikon

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • The Financial Chart App

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Goldman Sachs Software Engineering Virtual Experience Program

      Goldman Sachs
      View certificate certificate

    • AWS Certified Cloud Practitioner

      Amazon Web Services (AWS)
      Jul 2023
      View certificate certificate

    • National Second place winner

      WorldQuant
      Oct 2022

    • EdX Verified Certificate for Linear Algebra II: Matrix Algebra

      EdX
      View certificate certificate

    • Toeic golden certificate

      The TOEIC Program
      Mar 2023

    • Using the Briefcase in Eikon

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • EdX Verified Certificate for Linear Algebra IV: Orthogonality & Symmetric Matrices and the SVD

      EdX
      View certificate certificate

    • The News Monitor App (NEWS) in Eikon

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • Securities Investment Trust and Consulting Professionals

      Securities and Futures Institute

    • Certification test for financial derivatives sales personnel

      Taiwan Academy of Banking and Finance (TABF) 台灣金融研訓院

    • The Eikon Monitor App

      LSEG (London Stock Exchange Group)
      View certificate certificate

    • FactSet Essentials: Productivity Suite

      FactSet
      View certificate certificate

    • CFA L2

      CFA Institute
      Oct 2022
      View certificate certificate