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Jerry Liu
Portfolio Manager
ProfilCV
Postingan
19Koneksi
Cetak
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Jerry Liu

Portfolio Manager
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.
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凱基投信(KGI SITE)
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IE Business School
Taipei, 台灣
Taiwan

Latar Belakang Profesional

  • Status sekarang
    Tidak bekerja
  • Profesi
    Manajer Dana
    Investasi, Stock Manager
    Perencanaan Strategis
  • Bidang
    Manajemen Investasi
    Venture Capital & Private Equity
  • Pengalaman Kerja
    4-6 tahun (relevan 4-6 tahun)
  • Management
    Tidak ada
  • Skil
    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
  • Bahasa
    Chinese
    Bahasa ibu atau Bilingual
    English
    Profesional
  • Pendidikan tertinggi
    Master

Preferensi pencarian kerja

  • Status sekarang
  • Jenis pekerjaan yang diinginkan
    Full-time
    Tertarik bekerja jarak jauh
  • Jabatan pekerjaan yang diinginkan
    Investment analyst
  • Lokasi pekerjaan yang diinginkan
    Taiwan
    Singapore
    Tokyo, Japan
    London, UK
  • Bekerja lepas

Pengalaman Kerja

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Macro and Equity Research Analyst

06/2024 - 12/2024
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)

05/2023 - 04/2024
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

10/2022 - 04/2023
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
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Graduate Business Analyst / Investment Analyst, Multi-Asset Solutions

08/2020 - 08/2022
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
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Forensic Data Analyst

ERNST & YOUNG
Full-time
12/2019 - 07/2020
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

03/2017 - 09/2018
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

07/2015 - 08/2015
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

Edukasi

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Magister Ilmu Sains
MSc. in Business Analytics and Big Data
2018 - 2019
Deskripsi
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
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Sarjana Administrasi Bisnis
BBA in Business Administration
2012 - 2016
Aktivitas dan komunitas
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
Deskripsi
Relevant Coursework: Macroeconomics • Financial Markets • International Business Management • International Marketing Management • Customer Analysis and Management • Special Issues on International Business