Joseph Chiu

Investment Professional at Integrity Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
TW
Skills

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Bio

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Credentials

  • CFA Level III Candidate
    CFA Institute
  • Certified Public Accountant (CPA)
    AICPA

Experience

  • Integrity Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Professional
      • Jun 2021 - Present
  • MetLife Investment Management
    • United States
    • Investment Management
    • 500 - 600 Employee
    • Research Analyst
      • Feb 2019 - Jun 2021

      Asia corporate research - Sectors covered including China internet, semiconductor, consumer, industrial, utilities, property, and transportation - Invested across capital structure, including high yield and investment grade corporate debt, hybrid securities, project finance bond as well as leveraged loan Asia corporate research - Sectors covered including China internet, semiconductor, consumer, industrial, utilities, property, and transportation - Invested across capital structure, including high yield and investment grade corporate debt, hybrid securities, project finance bond as well as leveraged loan

  • The TCW Group
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Emerging Markets Research Intern
      • Jan 2018 - Jun 2018

      EM macro and corporate research EM macro and corporate research

  • UCLA Anderson School of Management
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Investment Fund Manager
      • May 2017 - May 2018

      - Managed $3 million portion of the UCLA endowment fund with 9 SIF Fellows by determining optimal asset allocation across the equity, fixed income, commodities, and alternative asset classes - Outperformed benchmark by 260 bps since May 2017 - Managed $3 million portion of the UCLA endowment fund with 9 SIF Fellows by determining optimal asset allocation across the equity, fixed income, commodities, and alternative asset classes - Outperformed benchmark by 260 bps since May 2017

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Summer Associate
      • Jun 2017 - Aug 2017

      - Drafted sector report on four K-12 education providers in China; forecasted enrollment trends, tuition rates, and business expansion strategies - Initiated coverage on one of the largest industrial automation company in China by analyzing value chain, interviewing management, and building valuation models - Drafted sector report on four K-12 education providers in China; forecasted enrollment trends, tuition rates, and business expansion strategies - Initiated coverage on one of the largest industrial automation company in China by analyzing value chain, interviewing management, and building valuation models

  • Cathay Life Insurance Co., Ltd.
    • Insurance
    • 700 & Above Employee
    • Investment Professional
      • May 2013 - May 2016

      Covered emerging markets sovereign and corporate bond market (sectors including telecom, financials, oil & gas, mining, and utilities) Covered emerging markets sovereign and corporate bond market (sectors including telecom, financials, oil & gas, mining, and utilities)

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Audit Associate
      • Dec 2012 - May 2013

      Audited and analyzed financial statements for clients across Greater China Audited and analyzed financial statements for clients across Greater China

  • Ministry of National Defense, Taiwan
    • Taiwan
    • Armed Forces
    • 1 - 100 Employee
    • Second Lieutenant
      • Aug 2011 - Jul 2012

      Military training program Military training program

Education

  • UCLA Anderson School of Management
    Master of Business Administration (M.B.A.), Finance and Strategy
    2016 - 2018
  • National Taiwan University
    Bachelor's degree, Accounting
    2007 - 2011
  • Taipei Municipal Jianguo High School
    2004 - 2007

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