Jerry Liu

Taipei, 台灣
+886921999428
[email protected]
https://www.linkedin.com/in/hsiuchiliu-jerry/

Results-driven finance professional with expertise in portfolio management, macro and market analysis, and investment research. Adept at generating actionable insights through data-driven strategies. Leverages advanced Python and data science skills to enhance decision-making in wealth management and consulting.

工作經歷

Macro and Equity Research Analyst  •  凱基投信(KGI SITE)

六月 2024 - 十二月 2024  |  Taipei, Taiwan

  • • Evaluated the impact of global economic trends on the Japanese economy and financial markets

    • Researched and analyzed Japanese equity markets, including industry trends, company performance, and valuation

    • Developed investment recommendations and trading strategies based on macro and equity analysis

Portfolio Manager (Mega Global Fund)  •  Mega International Investment Trust

五月 2023 - 四月 2024  |  Taipei, Taiwan

  • • Outperformed the MSCI ACWI Index by 1.5% since taking over and by 6.2% in 2024 (as of April 7, 2024)

    • Optimized portfolio returns through dynamic asset allocations, minimizing volatility and maximizing the Sharpe ratio

    • Developed global macros, cross-asset fundamentals, and technical indicators to make investment and trading decisions

    • Delivered bi-monthly reports detailing portfolio performance, risk metrics, and macro trends for clients and the CIO

    • Advised internal and external stakeholders on portfolio strategy and market outlook through ongoing communications

Equity Research Analyst  •  Mega International Investment Trust

十月 2022 - 四月 2023  |  Taipei, Taiwan

  • • Created internal research reports for a 1.5B NTD fund and others, focusing on original top-down and bottom-up analysis

    • Assisted portfolio managers with fundamental analysis and portfolio construction recommendations

Graduate Business Analyst / Investment Analyst, Multi-Asset Solutions  •  Aberdeen Standard Investments

八月 2020 - 八月 2022  |  Taipei, Taiwan

  • • Created APAC portfolios’ reports on returns, risk, and asset allocation for internal and external clients

    • Worked with portfolio managers across APAC to conduct performance analyses and security research

    • Administered trades, led meetings, and prepared allocation reports for two onshore multi-asset funds

    • Constructed market exposure valuation and offered investment recommendations with Python to construct risk breakdown for under-managed accounts

    • Supported fundraising and client pitches using Bloomberg and MS Office tools

Forensic Data Analyst  •  ERNST & YOUNG

十二月 2019 - 七月 2020  |  Taipei, Taiwan

  • • Implemented comparative analyses leveraging Python to identify patterns and outliers

    • Collaborated with forensic investigation team to conduct research and assist a client in potentially saving 6 billion NTD on a well-known Taiwanese securities fraud case

Executive Assistant to the President  •  Hsing Kwo Rubber Manufacturing

三月 2017 - 九月 2018  |  Taipei, Taiwan

  • • Conducted market research and built a comprehensive data set of V-belt production ecosystems

    • Boosted the efficiency of V-belt production system by 30% based on the compiled data set

    • Improved product performance by enhancing the standard of various rubber compounds and other raw materials

    • Managed contract negotiations totaling 500, 000 USD per year with key customers from Iran

    • Reduced more than 30% of material loss by establishing a new warehouse system and integrating it into a modern dispatch and Enterprise Resource Planning system

Production Management Intern  •  Cartell Chemical Co. Ltd

七月 2015 - 八月 2015  |  Taipei, Taiwan

  • • Supervised an assembly line for 10 chemical products

    • Evaluated and resolved production problems to improve the efficiency and capacity of the assembly line

    • Analyzed the costs and risks of launching a new production line encompassing seven products

    • Submitted human resource and cost allocation recommendations that were implemented by CEO

    • Provided comprehensive consultation for CEO recommending organizational adjustments

學歷

IE Business School

MSc. in Business Analytics and Big Data  •  2018 - 2019

Relevant Coursework:
Machine Learning • Forecasting Time Series • Programming R • Spark • Programming Python • SQL Data Modeling • NoSQL Databases • Data Visualization • Business Intelligence & Data warehousing • Risk & Fraud Analytics • Natural Language Processing • Analytics for Retail • Marketing Intelligence • Recommendation Engines

Projects:
• Portfolio Optimization: Simulate combinations of selected ETFs to reach the highest Sharpe ratio on Python
• Fake News Detector: Detect fake news by using NLP techniques written in Python and making use of Naïve
Bayes, Max Entropy and Support Vector Machine classifiers
• House Price Prediction: Aimed at minimizing the RMSE on house price prediction, made use of regression
techniques like XGBoost, Random Forest, Ridge and LASSO
• Pump it Up Well Challenge: Predict functional water pumps, repair required pumps and failed pumps by
using multi classifications techniques written in R

國立中興大學 (National Chung Hsin University, NCHU)

BBA in Business Administration  •  2012 - 2016

Relevant Coursework:
Macroeconomics • Financial Markets • International Business Management • International Marketing Management • Customer Analysis and Management • Special Issues on International Business

技能

  • Collaboration
  • Enterprise Resource Planning
  • Contract Negotiations
  • Client Relationships
  • Product Development
  • Word
  • PowerPoint
  • Excel
  • R language
  • MySQL
  • Data Analysis
  • Machine Learning
  • Python
  • Tableau BI
  • Marketing Strategy
  • Project Management
  • Bloomberg Terminal
  • Refinitiv
  • VBA Excel
  • Investment Analysis
  • Investment Management
  • Portfolio Optimization
  • Portfolio Management

語言

  • Chinese — 母語或雙語
  • English — 專業
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