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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.
凱基投信(KGI SITE)
IE Business School
Taipei, 台灣
台湾
专业背景
- 目前状态待业中
- 专业基金经理人・证券投资分析师・策略企划
- 产业投资管理・风险投资与私募股权
- 工作年资4 到 6 年 (4 到 6 年相关工作经验)
- 管理经历无
- 技能
- 语言能力Chinese・母语或双语English・专业
- 最高学历硕士
求职偏好
- 目前状态
- 预期工作模式全职・对远端工作有兴趣
- 希望获得的职位Investment analyst
- 期望的工作地点Taiwan・Singapore・Tokyo, 日本・London, 英國
- 接案服务
工作经验
Macro and Equity Research Analyst
台北市, 台灣
• 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)
台北市, 台灣
• 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
• 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
台北市, 台灣
• 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
台北市, 台灣
• 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
臺中市, 台灣
• 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
• 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
学历
科学硕士（MS）
・
MSc. in Business Analytics and Big Data简介
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
工商管理学士（BBA）
・
BBA in Business Administration活动和社团
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
简介
Relevant Coursework:
Macroeconomics • Financial Markets • International Business Management • International Marketing Management • Customer Analysis and Management • Special Issues on International Business