Yen-chi Chang, CFA
Fund Manager at Capital Investment Trust Corp- Claim this Profile
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中文 Native or bilingual proficiency
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英文 Full professional proficiency
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臺語 Native or bilingual proficiency
Topline Score
Bio
Yun-Cheng (Henry) Lee
I have had the pleasure of working with Yen-chi. He has excellent communication skills both in verbal and writing, which made us make a great deal at M&A moot competition. He is a true team player and always manages to find the perfect balance of our opinions. I’m confident that Yen-chi’s outstanding skills and personal quality will make a significant contribution to the company.
Pin-Yu (PY) Chen
Yen-chi is a motivated, forward looking colleague, who has a lot of knowledge in financial market field. He consistently demonstrates a solid analytical skills plus a dedication to achieve goals. His ability to turn data into actionable insights helps us to gain recognition during our rotation of MA program. It’s pleasure to work closely with him in graduate school and the MA program. As a team member or leader, Yen-chi earns my highest recommendation!
Yun-Cheng (Henry) Lee
I have had the pleasure of working with Yen-chi. He has excellent communication skills both in verbal and writing, which made us make a great deal at M&A moot competition. He is a true team player and always manages to find the perfect balance of our opinions. I’m confident that Yen-chi’s outstanding skills and personal quality will make a significant contribution to the company.
Pin-Yu (PY) Chen
Yen-chi is a motivated, forward looking colleague, who has a lot of knowledge in financial market field. He consistently demonstrates a solid analytical skills plus a dedication to achieve goals. His ability to turn data into actionable insights helps us to gain recognition during our rotation of MA program. It’s pleasure to work closely with him in graduate school and the MA program. As a team member or leader, Yen-chi earns my highest recommendation!
Yun-Cheng (Henry) Lee
I have had the pleasure of working with Yen-chi. He has excellent communication skills both in verbal and writing, which made us make a great deal at M&A moot competition. He is a true team player and always manages to find the perfect balance of our opinions. I’m confident that Yen-chi’s outstanding skills and personal quality will make a significant contribution to the company.
Pin-Yu (PY) Chen
Yen-chi is a motivated, forward looking colleague, who has a lot of knowledge in financial market field. He consistently demonstrates a solid analytical skills plus a dedication to achieve goals. His ability to turn data into actionable insights helps us to gain recognition during our rotation of MA program. It’s pleasure to work closely with him in graduate school and the MA program. As a team member or leader, Yen-chi earns my highest recommendation!
Yun-Cheng (Henry) Lee
I have had the pleasure of working with Yen-chi. He has excellent communication skills both in verbal and writing, which made us make a great deal at M&A moot competition. He is a true team player and always manages to find the perfect balance of our opinions. I’m confident that Yen-chi’s outstanding skills and personal quality will make a significant contribution to the company.
Pin-Yu (PY) Chen
Yen-chi is a motivated, forward looking colleague, who has a lot of knowledge in financial market field. He consistently demonstrates a solid analytical skills plus a dedication to achieve goals. His ability to turn data into actionable insights helps us to gain recognition during our rotation of MA program. It’s pleasure to work closely with him in graduate school and the MA program. As a team member or leader, Yen-chi earns my highest recommendation!
Credentials
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CFA
CFA協會Feb, 2022- Nov, 2024 -
FRM Part 1 passed
GARP FRM ProgramJan, 2017- Nov, 2024 -
LCCI Marketing Level 2
LCCI International Qualifications -
Senior Securities Specialist
Securities and Futures Institute
Experience
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Capital Investment Trust Corp
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Taiwan
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Financial Services
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1 - 100 Employee
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Fund Manager
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Jun 2022 - Present
FoF and ILP
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Portfolio Analyst
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Nov 2019 - Jun 2022
1.Covered EM Asia macro and commodities to generate asset allocation recommendations to FoF managers.2.Researched and built financial models to identified investment opportunities of renewable energy and energy industry.3.Established macro-economical analysis templates through Bloomberg excel function and VBA to assist fund managers to manage portfolios.4.Formulated tactical trading strategies by analyzing macro data, geopolitics and performance of cross-assets through programming skills. Show less
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Fubon Financial Holding Co., Ltd. 富邦金控
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Taiwan
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Banking
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700 & Above Employee
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Senior Credit Analyst, Credit Risk Dept.
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Mar 2019 - Nov 2019
1.Developed scorecard for banking industry with market parameters and financial ratios for evaluating 400+ banks.2.Analyzed telecommunications exposure and credit profile of companies by using Bloomberg and financial modeling.3.Established global index report template to collect data and news for building database for researching.
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Risk Analyst, Investment Risk Management Dept.
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Jul 2018 - Jun 2019
1.Monitored credit risk indicator and VaR of portfolio worth $US 100+billon to assess continued exposure.2.Provided high quality risk analysis report of portfolio including 100+ private equity funds.
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Management Associate
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Jul 2017 - Jun 2019
As a management associate in Fubon, I'm able to go through investment and operation division to get the full view of life insurance company. Important projects including:1.Developed quantitative indicators that can be used to predict severe loss of corporate bond.2.Analyzed utility industry and credit profile of company.3.Proposed business plan of impaired risk insurance product and connecting stakeholders.4.Rotated covering fixed income investment, actuarial, strategic and sales channel department. Show less
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Cathay Life Insurance Co., Ltd.
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Insurance
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700 & Above Employee
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Quantitative Investment Sector Summer Intern
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Jul 2016 - Aug 2016
1. Presented status report of China and discussed trend in global derivatives markets. 2. Analyzed global economic indicators and studied reports of investment bank. 3. Searched factors to create investment portfolio and reported performance of its backtesting. 1. Presented status report of China and discussed trend in global derivatives markets. 2. Analyzed global economic indicators and studied reports of investment bank. 3. Searched factors to create investment portfolio and reported performance of its backtesting.
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Education
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2015 - 2017
國立臺北大學NATIONAL TAIPEI UNIVERSITY
Master's degree, Business Administration -
2010 - 2014
東吳大學
Bachelor's degree, Business Administration
Community
