Lizzie K.

Equity Research Intern at MMA Pan Asia Fund Management
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Contact Information
us****@****om
(386) 825-5501
Location
Taipei, Taipei City, Taiwan, TW

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Credentials

  • Bloomberg Market Concepts Certificate
    Bloomberg
    Mar, 2023
    - Nov, 2024
  • 金融職業道德
    Securities and Futures Institute
    Jul, 2022
    - Nov, 2024

Experience

    • United States
    • 1 - 100 Employee
    • Equity Research Intern
      • Jul 2023 - Present

      MMA is an US-based hedge fund company that has operations in both USA and Taiwan - Conducted research and in-depth analysis with financial models mainly on tech sector - Prepared financial models and valuations on covered companies MMA is an US-based hedge fund company that has operations in both USA and Taiwan - Conducted research and in-depth analysis with financial models mainly on tech sector - Prepared financial models and valuations on covered companies

    • Taiwan
    • Non-profit Organizations
    • 1 - 100 Employee
    • Member of Activities Department
      • Aug 2021 - Present

    • United States
    • International Affairs
    • 1 - 100 Employee
    • Director of Academic Curations
      • May 2022 - Jun 2023

    • Academic Curations Member
      • Oct 2021 - May 2022

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Capstone Program Member
      • Feb 2023 - May 2023

    • Taiwan
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • May 2022 - Dec 2022

      -Analyzed important jurisdictions related to the creation of trusts, the fiduciary powers and duties of trustees, mechanisms of control, and the special uses of trusts -Produced weekly STEP (The Society of Trust and Estate Practitioners) case and news analysis to address important developments of offshore trust services, international tax, compliance, and estate planning -Analyzed important jurisdictions related to the creation of trusts, the fiduciary powers and duties of trustees, mechanisms of control, and the special uses of trusts -Produced weekly STEP (The Society of Trust and Estate Practitioners) case and news analysis to address important developments of offshore trust services, international tax, compliance, and estate planning

    • Taiwan
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Intern
      • Jul 2022 - Aug 2022

    • Director of Activities Department
      • Jul 2021 - Jul 2022

    • 1 - 100 Employee
    • 教學影片製作
      • Jun 2020 - Aug 2020

Education

  • National Taiwan University
    Bachelor of Business Administration - BBA, Finance, General
    2020 - 2024
  • University of Southern California - Marshall School of Business
    Exchange Program, Business Administration and Management, General
    2023 - 2023
  • University of California San Diego
    Bachelor, Management Science
    2019 - 2020

Community

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