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.
Skills
Languages
Chinese
・
Native or Bilingual
English
・
Professional
Work experiences
Macro and Equity Research Analyst
凱基投信(KGI SITE)・Full-time
Jun 2024 ~ Dec 2024
・
7 mosTaipei 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・Full-time
May 2023 ~ Apr 2024
・
1 yr 0 mosTaipei 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・Full-time
Oct 2022 ~ Apr 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
Graduate Business Analyst / Investment Analyst, Multi-Asset Solutions
Aberdeen Standard Investments・Full-time
Aug 2020 ~ Aug 2022
・
2 yrs 1 moTaipei 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・Full-time
Dec 2019 ~ Jul 2020
・
8 mosTaipei 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・Full-time
Mar 2017 ~ Sep 2018
・
1 yr 7 mosTaichung 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・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
Educations
IE Business School
Master of Science (MS)・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)・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
