Taihsu (Michael) Chen, Cfa®, Mba Email & Phone Number

San Jose, Ca, Us

Palo Alto, California, Us

• Forecasted cardiac tamponade detection market trend and prepared NSF grant application for portfolio company, acquired $100K funding for commercializing algorithm and establishing partnership with USC Medical Center.• Evaluated holographic startup technology via interviewing with experts, conducted financial due diligence via forecasting product sales and market share, successfully invested in $1M seed funding.

• Developed balanced portfolio strategy through 70/30 equity/fixed income allocation and automatic risk alert mechanism, increased fund size from $25M to $30M in two years.• Initiated to launch Vietnam funds, led cross-department team to integrate marketing, sales, compliance, and custodian function for the fund IPO, successfully raised $3M asset size.• Represented investment team to collaborate in Robot Investment Platform program, facilitating development to complete a month earlier than competitor, reaching 30% market share as an earlier mover.• Analyzed competitive landscape and market demand of PS4 and constructed product sales volume forecast, correctly addressed Sony 2015 gaming department revenue and operating margin.• Synthesized automobile sales data in 20 countries and uncovered electric vehicle investment opportunity in 2016, collaborated with China and Taiwan team to cover top 10 beneficial companies in whole EV supply chain.• Enhanced communication about foreign currency hedging instruments with risk management and compliance departments, relaxing constraint on Japanese yen hedging and avoiding currency loss of $700K in 2017.

Taipei, Tw

• Monitored global pump industry by utilizing Python data collection from Bloomberg, interpreted statistics by Excel VBA tools, precisely forecasted global sales declined 30% after oil price crash, avoiding investment loss of $30K.• Initialized daily transaction and accounting reports automation, coordinating with IT and compliance departments to optimize the system within 1 month, reducing 50% of total process time and 20% of manual error.• Prepared monthly performance report and explained significant variances against budget.

Singapore, Sg

• Acquired 21 VIP clients through word-of-month of existing clients, achieving 50% of branch annual target.• Introduced risk assessment into review procedures, avoiding 20% loss of biotech correction for wealthy clients.

Collected audit-related seminar information.Arranged the schedule of training plans and coordinated with the lecturer.

Summing up Notes, Checking MICR on Check, Ordering Vouchers, Checking the L/C, Verifying Bill of Lading, Printing Daily Statistics

Master Of Business Administration - Mba, Accounting And Finance

Bachelor'S Degree, Money And Banking