• Enhanced corporate relationships and customer service quality.• Supported Group Global & Regional Relationships and initiatives.• Prepared credit application, including industry analysis, financial analysis, cash projection and trade cycle analysis.• Closed liaison with colleagues from other lines of business, business segments, products and services.• Safeguards the Group from potential loss and minimizes risk of losses from bad debts.

• Managed, monitored, and re-balanced Student Managed Fund portfolio as well as conducted macroeconomic, industry, and equity research. • Evaluated equity value based on financial models, such as DCF model, DDM model, and Residual Income Valuation model, and applied sensitivity analysis, based on WACC and terminal growth rate. • Mitigated portfolio risk by using backtesting in R-Studio and Bloomberg Terminal. • Contributed to the development and implementation of the investment strategies and led the presentation and answered questions from the Board. • Generated portfolio snapshot, indicating portfolio performance, portfolio allocation, and investment thesis. • Awarded with Best Manager Award, Best Financial Analyst Report Award, Best Stock Performance Award, and Best Stock Pitch Award.

• Used SWOT analysis and PEST analysis to evaluate whether the project should pursue, delay, or kill based on the feasibility of the project in the short and long term. • Examined project implementation financial estimate by using estimated revenue, operational cash flow, and net working capital. • Conducted economic outlook research and developed a contingency plan for the client’s project.

• Conducted research on the impact of the changes in China microeconomics on Taiwanese businesses. • Collaborated with recommendations for future financial services for Taiwanese businesses in China. • Assessed market potential and planned optimal financial services for startup companies. • Visited and interviewed Taiwanese businesses and proposed possible business solutions.

• Conducted in-depth analysis on numerous business models of futures & options.• Performed comprehensive analysis on futures market, applying methodologies of technical analysis and fundamental analysis.• Developed and led corporate promotional events in university campuses.