Experience

國泰人壽

• • Jan 2023 - Present

  - Managed billions of TWD fixed income portfolio by analyzing and assessing macroeconomic and monetary policies of both Taiwan and the United States.- Generated trading ideas to pursue capital gain opportunities.

• • Jul 2018 - Present

  - Managed both 250bn+ TWD money market fund and 2000mn+ USD money market fund, using appropriate tools to manage liquidity and maximize yield, surpassing market average yield by 10bp and 15bp.- Analyzed and forecasted the trends in Taiwan's exchange rate, monetary policies of Taiwan and the United States, and UST yield to provide recommendations for adjusting asset positions.- Familiar with LCR NSFR and HQLA regulation and foreign exchange hedging methods.- Developed 3 new investment products, collaborated across departments to develop 2 new operating systems, and mentored 2 new employees. Show less

• • Jul 2017 - Jun 2018

  - Researched in China infrastructure sector and recommended investing opportunities for company.- Analyzed Italian Debt problem and search riskiest bank in Italy, providing trading idea for team.- Built an ISM and S&P500 forecast model with a 70% accuracy by applying R in PCA and regression.



Nan Shan Life Insurance Co., Ltd

• Insurance
• 700 & Above Employee

• Summer Intern

  • Jul 2014 - Aug 2014

  - Customized insurance and financial planning process for customers. - Hosted a final internship ceremony for an audience of over eighty employees and executives. - This internship provided me an active vision and confidence for my personal life. - Customized insurance and financial planning process for customers. - Hosted a final internship ceremony for an audience of over eighty employees and executives. - This internship provided me an active vision and confidence for my personal life.