Evan Chang,CFA

Experience

• 

  CTBC Bank

  Aug 2013 - Sept 2016

  Financial Planner

  1. A bridge between head office and branches in Taoyuan. Executing instructions from the head office to help branches make specific monthly sales strategies to achieve their sales goals2. Coaching 30+ financial advisers on stock and fixed income market trends, providing knowledge of various financial products and related sales skills3. Responsible for the development and maintenance of investment portfolios of accredited high net worth customers4. Convening a conference every quarter for high net worth customers to introduce our market outlook and potential investment opportunities Show less

• 

  Cathay Life Insurance Co., Ltd.

  Sept 2016 - now

  Fixed Income Portfolio Manager

  1. Managing DM credit portfolio of $5bn+ market value2. Managing loan and HY mutual fund portfolio of $1bn+ market value3. Conducting IPO strategy in investment grade bond market for trading purposes4. Developing portfolio yield enhancement strategy by investing non USD bonds combined with currency hedge strategy5. Monitoring oil related issues and providing quarterly oil price forecasts6. Building and managing CLO portfolio of over 200M market valu