Commercial Graduate - Trading and Analytics

• Jul 2022 - Present

• Analyst 1 level • Focused on the GB and EU energy market • Beat monthly PnL target in Aug (+3300%), Oct-Dec 2022, and Jan 2023. Best trader in Jan 2023. • Promoted to full-size trader in Jan 2023 • Analyst 1 level • Focused on the GB and EU energy market • Beat monthly PnL target in Aug (+3300%), Oct-Dec 2022, and Jan 2023. Best trader in Jan 2023. • Promoted to full-size trader in Jan 2023

Portfolio Management

• Aug 2021 - Dec 2021

• Achieved annualized return close to 10% from late 2020 to 2021 despite the correction of growth stocks due to the surge of 10-year treasury yield and the expectation of QE tapering and rate rise• Updated up to 40 firms’ target prices monthly with DCF models and Growth models• Served as a left-side trader (i.e., value-investing) with more than 10 clients internationally• Focused mainly on tech stocks and innovative companies

Portfolio Management

• Sep 2020 - Jul 2021

Accounting Assistant

• May 2020 - Aug 2020

• Audited all sub-companies’ financial statements of Q1 and Q2, 2020 and projected the following year’s cash flow directly with the Vice President • Created an Excel spreadsheet for integrating variable labor costs among sub-companies to save weekly checking time • Categorized the invoices and filed taxes for sub-companies with ACM system during the tax season • Audited all sub-companies’ financial statements of Q1 and Q2, 2020 and projected the following year’s cash flow directly with the Vice President • Created an Excel spreadsheet for integrating variable labor costs among sub-companies to save weekly checking time • Categorized the invoices and filed taxes for sub-companies with ACM system during the tax season

Financial Director, HKU Taiwanese Students Association

• Jun 2019 - May 2020

• Made year plan with a budgeted financial statement • Controlled and reduced costs to maintain sufficient cash flow for operations during the pandemic • Held HKU camp for Taiwanese high school students with expected gross margin up to 25% • Made year plan with a budgeted financial statement • Controlled and reduced costs to maintain sufficient cash flow for operations during the pandemic • Held HKU camp for Taiwanese high school students with expected gross margin up to 25%