Perry Huang
Multi-Asset Portfolio Manager at CTBC Financial Holding Co., Ltd- Claim this Profile
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Chinese (Traditional) Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Course Certificate - Graphic Design
CourseraJul, 2021- Sep, 2024 -
Google Data Analytics Professional Certificate
GoogleJul, 2021- Sep, 2024 -
Chartered Financial Analyst (CFA) Level 1 Completed
CFA InstituteJan, 2021- Sep, 2024
Experience
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CTBC Financial Holding Co., Ltd
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Taiwan
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Financial Services
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700 & Above Employee
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Multi-Asset Portfolio Manager
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Jan 2022 - Present
• Monitored Investment-linked insurance policies (ILPs) as an assistant portfolio manager • Communicated with sales and overseas advisors; reviewed marketing/ branding materials; participated in client meetings and responded to inquiries and requests in time • Monitored Investment-linked insurance policies (ILPs) as an assistant portfolio manager • Communicated with sales and overseas advisors; reviewed marketing/ branding materials; participated in client meetings and responded to inquiries and requests in time
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Franklin Templeton
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United States
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Financial Services
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700 & Above Employee
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Multi-Asset Analyst
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Sep 2018 - May 2021
• Created a vast variety of strategies for active alpha hunting and cross-asset allocation; utilized Excel and R programming language to conduct back/forward testing; presented our strategies to Fubon Life Insurance and gained their discretionary investment account • Devised new risk indicators which have been adopted by the ETF department; effectually detected several market corrections and avoided fund redemption from clients • Summarized sell-side reports on macroeconomics and asset allocation; assessed political events and their impact on asset prices; correctly predicted Federal Reserve’s policy U-turn in 1H19 and Italian stock/GBP rally in 2H19 after political uncertainty subsided Show less
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Harriman Capital
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Financial Services
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1 - 100 Employee
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Investment Banking Analyst Intern
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Sep 2017 - Nov 2017
• Calculated target prices of securities, summarized earnings calls, and performed analysis based on clients’ requests and coverage companies to support the research team • Calculated target prices of securities, summarized earnings calls, and performed analysis based on clients’ requests and coverage companies to support the research team
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Education
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2016 - 2017
The London School of Economics and Political Science (LSE)
Master of Science (MSc), Finance and Econmics -
2012 - 2016
National Cheng Kung University
Bachelor of Business Administration (B.B.A.), 3.97/4
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