Experience

Fuh Hwa Securities Investment Trust Co., LTD.

• Taiwan
• Investment Management
• 1 - 100 Employee

• Fund Manager

  • Nov 2018 - Present

  • Expanded the passive product into index mutual funds and helped Fuh Hwa become the largest asset manager in the category with over 70% market share. • Coordinated and executed the ETF-launching workflow, from customizing indices to regulatory review, with deep understanding of thematic and high dividend product development. • Managed ETFs in various asset classes, including equity, fixed income, and REITs, and supported strategic partners from both retail and institutional sides to expand business opportunities. Show less



UOB Asset Management

• Financial Services
• 400 - 500 Employee

• Fund Manager

  • Jul 2016 - Nov 2018

  • Assisted the product and marketing teams with new financial instrument insights and successfully raised the largest Taiwan domestic balance fund in 13 years. • Constructed quantitative investment modules for the Taiwan balance fund and Smart Beta fund and implemented and strengthened the quantitative investment process. • Evaluated and facilitated the middle and back office infrastructures to prepare for passive product development. • Assisted the product and marketing teams with new financial instrument insights and successfully raised the largest Taiwan domestic balance fund in 13 years. • Constructed quantitative investment modules for the Taiwan balance fund and Smart Beta fund and implemented and strengthened the quantitative investment process. • Evaluated and facilitated the middle and back office infrastructures to prepare for passive product development.



Fubon Financial Holding Co., Ltd. 富邦金控

• Taiwan
• Banking
• 700 & Above Employee

• Fund Manager

  • Jul 2014 - Jun 2016

  • Developed several offshore passive products investing in Japan, India, and U.S. Organized the team from index licensing to product listing and strengthened the ETF investment workflow and infrastructure.• Project “Mutual Managers”: Formulated the new management system for active funds and assisted IT team to facilitate the framework. Lower the risk of investment decision and improve overall fund performance by 25%.• Reformed the product structure with benchmark or fee ameliorated to raise competiveness. Successful increased target fund’s AUM by 15% Show less

• Management Associate

  • Jul 2012 - Jun 2014

  Equity research, ASEAN regions.



Concords Securities

• Taipei City, Taiwan

• Financial Analyst

  • Jun 2011 - Jun 2012

  • Conducted fundamental research and analysis of global macroeconomic factors, including central bank policies and economic trends, to identify investment opportunities and support asset allocation decision-making. • Monitored capital market instruments such as equities, fixed-income securities, and other financial derivatives and provided strategic insights for the internal network and clients. • Conducted fundamental research and analysis of global macroeconomic factors, including central bank policies and economic trends, to identify investment opportunities and support asset allocation decision-making. • Monitored capital market instruments such as equities, fixed-income securities, and other financial derivatives and provided strategic insights for the internal network and clients.