Jerry Liu

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.

凱基投信(KGI SITE)

IE Business School

Taipei, 台灣

Taiwan

Professional Background

Current Status
Unemployed
Profession
Funds Manager
・
Investment, Stock Manager
・
Strategic Planner
Fields
Investment Management
・
Venture Capital & Private Equity
Work Experience
4-6 years (4-6 years relevant)
Management
None
Skills
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
Languages
Chinese
・
Native or Bilingual
English
・
Professional
Highest Level of Education
Master

Job Search Preferences

Current Status
Desired Job Type
Full-time
・
Interested in working remotely
Desired Positions
Investment analyst
Desired Work Locations
Taiwan
・
Singapore
・
Tokyo, Japan
・
London, UK
Freelance

Work Experience

Macro and Equity Research Analyst

凱基投信(KGI SITE)

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Full-time

Jun 2024 - Dec 2024

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7 mos

Taipei City, 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

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Full-time

May 2023 - Apr 2024

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1 yr 0 mos

Taipei City, 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

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Full-time

Oct 2022 - Apr 2023

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7 mos

• 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

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Full-time

Aug 2020 - Aug 2022

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2 yrs 1 mo

Taipei City, 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

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Full-time

Dec 2019 - Jul 2020

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8 mos

Taipei City, 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

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Full-time

Mar 2017 - Sep 2018

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1 yr 7 mos

Taichung City, 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

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Internship

Jul 2015 - Aug 2015

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2 mos

• 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

Education

IE Business School

Master of Science (MS)

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MSc. in Business Analytics and Big Data

2018 - 2019

Description

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)

Bachelor of Business Administration (BBA)

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BBA in Business Administration

2012 - 2016

Activities and societies

NCHU CURRENCY WARS CLUB Founder and Vice President • Hosted weekly seminars with students from various majors on currency trading techniques and strategies and guided members in operating analog system • Grew club membership by 590% in 8 months through extensive recruiting CORPORATE SOCIAL RESPONSIBILITY PROJECTS Team Leader • Organized three education projects in rural area of Taiwan with undergraduates, EMBA candidates, and two corporations

Description

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