Ted Lin

Experience

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  UBS Wealth Management

  Jun 2011 - Jun 2011

  Participant

  - learned to understand financial market and wealth management - learned about leadership and influenced management

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  Northeastern University

  Jan 2013 - May 2013

  Paid Tutor

  - Mentored students academically through office hours- Graded weekly assignments for professors

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  PHT Corporation

  Jul 2013 - Dec 2013

  Software Quality Engineer Co-op

  - Performed validation tests for SQL based reports, email alerts, and data transfer- Created test data, and performed tests and data analysis for a patient driven mobile application- Used ClearQuest to report defects found from test data

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  State Street Global Advisors

  Jun 2014 - Dec 2014

  Junior Developer & Business Analyst Co-op

  - Used java to create logics and develop scripts to download raw data from APIs, format the data, and perform calculations for convertible bond ETFs based on business's requirements - Automated over 20 daily/regular business and IT reports and processes using java and VBA macro- Created documents including business strategy documents and test plans for teams- Made modifications and enhancements on existing logics using java, perl, and VBA macro- Created a document that included ongoing projects details and useful tips to guide future co-ops Show less

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  Information Management Center of Tainan City Hall

  Aug 2015 - Aug 2016

  Foreign Language Specialist (Mandatory Military Service)

  - Completed two months of military and physical training- Served at the Information Management Center to help translating documents and news from Mandarin to English- Created 2 Presentations in English for senior officers representing the city to attend international Conferences- Volunteered to teach Children English during their summer and winter break

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  MMA Pan Asia Fund Management

  Sept 2017 - May 2020

  Equity Research Analyst

  - Covered 30+ Asian technology stocks, including names in Lens, PCB/Substrate, Casing, and other smartphone component sectors- Constructed financial models, compiled company information, and conducted research and in-depth analysis for the coverage- Proposed both long and short investment recommendations through stock pitches to the team- Participated in company visits and broker events, and interviewed industry experts to seek for investment opportunities and evaluate investment ideas - Assisted in completing daily management of trade booking and trade settlement- Helped managing cash, position, NAV reconciliations, and P&L calculation Show less

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  HSBC

  Feb 2021 - now

  Equity Research Associate

  Semiconductor (foundry, IC design, OSAT, and equipment)