Experience

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  第一金證券股份有限公司

  Jul 2015 - Aug 2015

  Intern of capital management

  • Surveyed Eurizon Capital S.A.’s Eurizon EasyFund, and compared the risk and return between Eurizon EasyFund, Alliance Bernstein Company’s high yield fund, and Franklin Templeton Investment Fund.• Learned the main process of foreign funds, cultivating the logic thinking and sensitivity toward macro-economics.

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  Cathay life insurance co., ltd.

  Jul 2016 - Aug 2016

  Intern of financial risk management

  • Conducted a risk management project of financial industry associations based on Cathay’s investment strategy by using Bloomberg, analyzed total 2,500 bonds.• Analyzed the parent company of issuing company; examined the cast between them, carrying out concentration risk management.• Performed outstanding performance and rewarded Return Offer from the head of Risk Management Department.• Cathay Internship Competition “Better Life” - honorable mentiono Built an APP of asset allocation, insurance and savings to provide investment and financial management. Show less

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  Baidu, inc.

  Jul 2017 - Aug 2017

  Intern of employee relationship

  • Carried out projects about ER, engaged in copywriting, organized activities and internal communication.• Assisted in the major festival Baidu’s summer party, and acquired recommendation letter from the head of Employee Relationship Department.

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  Tf security systems limited

  Sept 2017 - Jan 2018

  Intern of options trading department

  • Formulated trading strategies, executed P&L backtesting, and find the probably existed profit opportunities.• Familiar with Python and operated database by SQL and Wind, constructed trading strategies on both stock index futures and commodity futures.• Implemented trading strategies including high frequency trading and pair trading.

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  台積電

  Apr 2018 - Dec 2021

  Finance analyst

  Credit and risk control - • Carried out risk evaluation report over TSMC’s customers by independent financial report analysis and BI instruments, and provided credit line suggestion to Credit Head to achieve effective risk management.• Implemented capital structure and funding analysis through periodic con-call meetings and press release, evaluated customers’ sustainable solvency abilities and monitored timely collection behaviors to ensure precious cash flow management, shorter DSO added value to TSMC’s investment process.• Enhanced timely risk reevaluation upon customer’s trial and error, macroeconomic or governmental policies alteration on a KYC basis, executed immediate actions if needed.Treasury fund management -• Took part in corp’s fund management by reviewing asset allocation, to take balance between investing returns and risks. • Participated in accounting monthly closing and managed daily reconciliation table by SAP, Access and Excel.BI ability -• Solely established Customer Dashboard by Power BI to increase the efficiency for financial reporting and with better visualization. Worked with senior leadership to know user’s demand, provided executive presentations to China CFO and HQ credit department, built up SOP, held training sessions and finally resulted as standard working process in department.Award -• Led and cooperated with customer and 3 different internal departments for working process establishment. The process was recognized by HQ and won 2nd prize in Shanghai quality & reliability contest, increasing customer satisfaction and capital utilization efficiency. Show less

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  Career break

  Feb 2022 - now

  Personal development and skill enhancement

  • To strengthen and broaden finance knowledge and skills, I prepared and passed CFA level 1 on May 2022 and CFA level 2 on November 2022, both got global top 10% and 10A. Also passed CFA level 3 on August 2023.• Living in New York, I fully immersed myself in an English-speaking environment, focused on enhancing language skills through daily practice, weekly online courses and intensive study.• Traveled 10+ states in the US to experience different cultures, which broaden my perspective on the world.These diverse experiences gave me valuable and precious knowledge and memory, with professionalism and life experiences enrichment, looking forward to applying these skills and knowledge I gained in my future endeavors. Show less