AeroLeads people directory · profile

Hao Wang Email & Phone Number

Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. | CFA Level III Candidate at Yuanta Securities Investment Trust Co., Ltd.
Location: Taiwan, Province of China 5 work roles 2 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Yuanta Securities Investment Trust Co., Ltd.
Role
Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. | CFA Level III Candidate
Location
Taiwan, Province of China

Who is Hao Wang? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Hao Wang is listed as Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. | CFA Level III Candidate at Yuanta Securities Investment Trust Co., Ltd., based in Taiwan, Province of China. AeroLeads shows a matched LinkedIn profile for Hao Wang.

Hao Wang previously worked as Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. and Fixed Income Analyst at Yuanta Securities Investment Trust Co., Ltd.. Hao Wang holds Master Of Science - Msc, Investment Management from Bayes Business School.

Profile bio

About Hao Wang

Overseas equity analyst with a demonstrated experience of working in the financial services industry. Strong finance background with an MSc degree of Investment Management in Cass Business School. Earned CFA Level II on June 2019.Please feel free to contact me via direct message on LinkedIn, email: stevenwang0205@gmail.com or mobile: +886-930-330-993.

Listed skills include Equity Research, Financial Modeling, Microsoft Excel, Bloomberg, and 5 others.

Current workplace

Hao Wang's current company

Company context helps verify the profile and gives searchers a useful next step.

Yuanta Securities Investment Trust Co., Ltd.
Yuanta Securities Investment Trust Co., Ltd.
Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. | CFA Level III Candidate
5 roles

Hao Wang work experience

A career timeline built from the work history available for this profile.

Overseas Equity Analyst

Current
Yuanta Securities Investment Trust Co., Ltd.

Taipei City, Taiwan

• Cover automotive industry including OEMs (TSLA, F, GM, VOW, Toyota), auto parts (Denso, Aptiv, Lear), chipmakers (NXPI, IFX, AMD, NVDA), EV battery (LG Energy Solution, Samsung SDI, Posco Future), and global industrials sector including machine tools (CAT, Fanuc, Nidec), automation & controls (SIE, SU, ABBN, ETN), HVAC (Daikin, TT).• Support our two biggest funds “Yuanta Global Leaders Balanced Fund” (AUM: $400 million) and “ Yuanta Japan Leaders Equity Fund” (AUM: $1.5 billion) which is the largest Japan-dedicated mutual fund in Taiwan.• Brainstorm with other colleagues to build up investment strategies to beat our benchmark.• Publish 2 market reviews (auto and industrial sectors) and 1 research report per week, and monthly outlook at the beginning of every month.• Participate at least 2 overseas conference calls per week.• Conduct "Vehicle Carbon Credit Regulation and Trading Analysis", "Green Hydrogen Market Forecast and Application", "EV Battery Market Analysis" research reports.• Visit Nasdaq Dorsey Wright in New York to discuss actively managed fund.

Feb 2021 - Present

Fixed Income Analyst

Yuanta Securities Investment Trust Co., Ltd.

Taipei City, Taiwan

• Cover Asian rate & US dollar credit markets, primarily focusing on China, India and Indonesia.• Provide monthly & quarterly US IG & HY in-house views and investment opinions for our mutual fund and DIM managers, as well as internal sales team.• Evaluate funds' performance and holdings relative to their peers monthly.

Aug 2019 - Feb 2021

Risk Management Intern

Shanghai City, China

• Provided daily views of US Dollar to Chinese Yuan (USD/CNY) to insiders and bank clients.• Investigated historical trends of USD/CNY and made a scenario analysis to foresee Chinese yuan performance in late 2017 for investing and hedging demand.• Analyzed the correlation between China 10Y Government Bond yield with policies, macroeconomic data and other countries’ monetary policies, and built up a warning system for banks to reduce volatility on P&L.

Jul 2017 - Aug 2017

Marketing, Investment & Consulting Intern

Taipei City, Taiwan

• Prepared daily commentaries including announcement of economic data, monetary and fiscal policies, and industrial news, as well as assessing key factors affecting the stock and bond markets for assisting portfolio managers and investors to make invest decisions.• Investigated the impact of macroeconomic variables on financial markets weekly and used the P/E and P/B ratio to value stock markets in order to present investment advice covering European and Asian equity funds in conjunction with high yield bonds.• Created 2017 third-quarter global markets outlook regarding Europe, China, India, and high yield bonds of emerging markets for house view.• Constructed own views of markets prospects and produced 5+ sales pitch books.

Feb 2017 - Jun 2017

Jp Morgan Asset Management Challenge – 3Rd In National Round

• Constructed a global macroeconomic framework with “top-down” analysis and managed a long/short-term portfolio allocation in order to meet client’s requirements, i.e. expected return, volatility and cash flow.• Utilized “duration-hedge bond fund” and “flexible (duration) bond fund” to tackle the impact of US rate hike, reduce portfolio volatility, and fill in the client’s cash flow gap.

Feb 2017 - Mar 2017
2 education records

Hao Wang education

Master Of Science - Msc, Investment Management

Relevant Coursework: Equity Analysis, Fixed Income Analysis, Portfolio Theory, Advanced Financial Statement Analysis, Alternative.

Bachelor Of Arts - Ba, Economics, Overall Gpa 3.7/4.0

Activities and Societies: National Taiwan University Collaborator ClubRelevant Coursework: Financial Management, Investments, Financial.

FAQ

Frequently asked questions about Hao Wang

Quick answers generated from the profile data available on this page.

What company does Hao Wang work for?

Hao Wang works for Yuanta Securities Investment Trust Co., Ltd..

What is Hao Wang's role at Yuanta Securities Investment Trust Co., Ltd.?

Hao Wang is listed as Overseas Equity Analyst at Yuanta Securities Investment Trust Co., Ltd. | CFA Level III Candidate at Yuanta Securities Investment Trust Co., Ltd..

Where is Hao Wang based?

Hao Wang is based in Taiwan, Province of China while working with Yuanta Securities Investment Trust Co., Ltd..

What companies has Hao Wang worked for?

Hao Wang has worked for Yuanta Securities Investment Trust Co., Ltd., Fubon Financial Holding Co., Ltd. 富邦金控, Pinebridge Investments, and J.P. Morgan Asset Management.

How can I contact Hao Wang?

You can use AeroLeads to view verified contact signals for Hao Wang at Yuanta Securities Investment Trust Co., Ltd., including work email, phone, and LinkedIn data when available.

What schools did Hao Wang attend?

Hao Wang holds Master Of Science - Msc, Investment Management from Bayes Business School.

What skills is Hao Wang known for?

Hao Wang is listed with skills including Equity Research, Financial Modeling, Microsoft Excel, Bloomberg, Macroeconomic Analysis, Fixed Income, Valuation, and Excel Vba.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Hao Wang you were looking for.

View similar profiles