-Researched macroeconomic and industry trends, strategized investments.-Delivered comprehensive market insights and reports to clients.-Analyzed unforeseen events, created tailored response strategies for clients.-Collaborated with marketing teams to curate product selections, led internal education and training.-Provided personalized investment advisory for high-net-worth clients, organized on-site client briefings.-Mentored junior colleagues to ensure product quality and operational efficiency.

-Conduct Comprehensive Analyses: Analyze economic cycles across countries and develop effective trading strategies.-Publish Analytical Reports: Regularly provide economic reviews and forecasts for the US and Taiwan markets, considering fiscal and monetary policies, fund flow trends, sector observations, etc. (contributing to 30%+ of total publications).-Analyze Ad-Hoc Events: Deliver prompt analysis of significant events, offering investment advice to clients.-Coordinate House View: Lead a research team with 3+ research analysts to issue monthly house views.-Facilitate Interdepartmental Meetings: Lead discussions with various departments in Yuanta Financial Holdings' subsidiaries, addressing market trends and trading strategies.-Customized Client Services: Present economic and market outlook to external clients such as financial institutions and government funds (with 10-30+ attendees per meeting).-Promote Products and Engage Clients: Promote Yuanta Investment Trust Fund products at large client briefings and during client visits.-Media Appearances: Regular guest on the YouTube financial program @yuantachannel hosted by Hu Ruihan, providing market trend analysis and insights.

-Issued Daily Market Review and Outlook: Provided daily market reviews and outlooks for the US and Taiwan stock markets.-Presented Macro Research Topics: Delivered macroeconomic research topics to portfolio managers.