Ryan Yu

Fixed Income Portfolio Manager at Hontai Life Insurance Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Taipei, Taipei City, Taiwan, TW
Languages
  • English Full professional proficiency
  • Mandarin Native or bilingual proficiency
  • Taiwanese Native or bilingual proficiency

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Credentials

  • Certificate of Security Qualification(中国证券业从业资格）
    Security Association of China
    Nov, 2016
    - Nov, 2024
  • the Securities Investment Trust and Consulting Professionals（投信投顧業務員）
    Securities & Futures Institute
    Jun, 2016
    - Nov, 2024
  • the Senior Securities Specialist（證券商高級業務員）
    Securities & Futures Institute
    Mar, 2016
    - Nov, 2024
  • Financial Risk Management Part 1 ( FRM P1)
    Global Association of Risk Professionals (GARP)
    Jun, 2016
    - Nov, 2024

Experience

  • Hontai Life Insurance Co., Ltd.
    • Taiwan
    • Real Estate
    • 1 - 100 Employee
    • Fixed Income Portfolio Manager
      • Sep 2019 - Present

      • Analyze macro-economic conditions, industry trends and the credit conditions, especially in the American consumers and industrials sectors.• Formulate investment strategies by studying on economic conditions, market trends, market events and financial results, then execute transactions including corporate bonds and derivatives to enhance profits • Manage portfolio according to economic conditions and credit profiles, also maintain P&L reports

    • Credit Investment Specialist
      • Mar 2019 - Sep 2019

      US IG

  • Nan Shan Life Insurance Co., Ltd
    • Insurance
    • 700 & Above Employee
    • Fixed Income Investment Specialist
      • May 2017 - Feb 2019

      • Analyzed Greater China economic data and monetary policy of central banks for potential investment opportunities • Proposed specific projects, including Taiwan inflation, the statements of Taiwan central banks and the different situation as different monetary policy between Taiwan and the US • Assisted in producing daily P&L reports and verifying the trade documents • Analyzed Greater China economic data and monetary policy of central banks for potential investment opportunities • Proposed specific projects, including Taiwan inflation, the statements of Taiwan central banks and the different situation as different monetary policy between Taiwan and the US • Assisted in producing daily P&L reports and verifying the trade documents

  • Laplace (Beijing) Technology Limited Co.
    • Beijing
    • Quantitative Finance Analyst
      • Nov 2016 - Jan 2017

      1. Researched event-driven factors influencing stock price, including equity incentives, restricted stocks, employee payments, bonus and dividends, and private placement, wrote in inner reports toward IT department, finished testing examples. 2. Evaluated and analyzed 3 kinds of databases for inputting as main data sources, programmed entry-level SQL as quality filtering processes, and cooperated with all colleagues to make sure the first publishing 1. Researched event-driven factors influencing stock price, including equity incentives, restricted stocks, employee payments, bonus and dividends, and private placement, wrote in inner reports toward IT department, finished testing examples. 2. Evaluated and analyzed 3 kinds of databases for inputting as main data sources, programmed entry-level SQL as quality filtering processes, and cooperated with all colleagues to make sure the first publishing

  • 以太资本
    • China
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Business Operation Intern
      • Sep 2016 - Nov 2016

      • Researched Technology, Media, and Telecom star-ups business models and negotiated with investors, including arranging meetings, making deals, and following up the result with daily reports toward Chief Operation Officer • Improved Ether Capital operation platform by managing 3 company accounts efficiently, promoted business, and successfully facilitated average 450 financing companies and investors per week • Researched Technology, Media, and Telecom star-ups business models and negotiated with investors, including arranging meetings, making deals, and following up the result with daily reports toward Chief Operation Officer • Improved Ether Capital operation platform by managing 3 company accounts efficiently, promoted business, and successfully facilitated average 450 financing companies and investors per week

  • CTBC Financial Holding Co., Ltd
    • Taiwan
    • Financial Services
    • 700 & Above Employee
    • Retail Credit Risk Measurement Intern
      • Jul 2016 - Aug 2016

      • Conducted credit risk model with 5 more machine learning algorithms including SVM, AdaBoost, Random Forest, Xgboost, and Gradient Boosting, and evaluating their performance • Proposed an alternative credit risk assessment which enhanced original model • Conducted credit risk model with 5 more machine learning algorithms including SVM, AdaBoost, Random Forest, Xgboost, and Gradient Boosting, and evaluating their performance • Proposed an alternative credit risk assessment which enhanced original model

  • Taiwan Stock Exchange Corporation
    • Taiwan
    • Financial Services
    • 1 - 100 Employee
    • Research Assistant
      • Sep 2015 - Dec 2015

      • Analyzed the research of global fund’s compiling and compared characteristics of portfolios through cap weight, equal-weighted, minimum variance, and fundamental indices • Organized a report stating the strengths and weaknesses of each portfolio based on factor investment method for the next five years • Integrated the trend of fund’s compiling and the indications of Risk Adjusted Performance Measurement such as Sharpe ratio, Treynor ratio, and information ratio • Analyzed the research of global fund’s compiling and compared characteristics of portfolios through cap weight, equal-weighted, minimum variance, and fundamental indices • Organized a report stating the strengths and weaknesses of each portfolio based on factor investment method for the next five years • Integrated the trend of fund’s compiling and the indications of Risk Adjusted Performance Measurement such as Sharpe ratio, Treynor ratio, and information ratio

  • Prudential plc
    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Operation Intern
      • Jul 2015 - Aug 2015

      • Designed Internet Insurance processing scheme and analyzed the market data, including application industry, main using period, and main clients, to know the position of PCA life and the potential application that could be referred • Increased the management efficiency of Business Dept. toward application by promoted 2 suitable and effective functions, including in-time notice and client-relationship management • Designed Internet Insurance processing scheme and analyzed the market data, including application industry, main using period, and main clients, to know the position of PCA life and the potential application that could be referred • Increased the management efficiency of Business Dept. toward application by promoted 2 suitable and effective functions, including in-time notice and client-relationship management

Education

  • National Chengchi University
    Master of Science (MSc), International Business and Finance
    2014 - 2017
  • Renmin University of China
    Master of Science (M.Sc.) Exchange Semester, Finance
    2016 - 2017
  • National Cheng Kung University
    Bachelor's degree, Statistics
    2009 - 2013

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