Shuo-Ting (Tim) Tu Email & Phone Number

Hsinchu City, Taiwan, Taiwan

Financial planningFinancial forecasting, bond issuances, US annual report compilation

Taipei City, Taiwan

Covered global (US/EU/CH/JP) automotive-related names, including OEMs, parts, battery supply chain, etc

Taipei City, Taiwan

• Nan Shan Life: US$170bn+ in AUM (2021), of which around 15% in equities
• Covered 10 US/European SMid cap equities, primarily under-covered quality names across various industries

Taipei

• Provided in-depth credit assessment for 35+ companies’ syndicated loans of size more than $50m, mainly focused on manufacturing industry in APAC region
• Detected and red-flagged two defaults (002450.SZ and 2268.HK) and successfully avoided participation
• Produced 10+ advisory pitches and strategy proposals, major clients including advertising agency, and manufacturers of PCB, LED and contact lens

Washington D.C. Metro Area

• Reconciled PYT’s cash books with bank statements using QuickBooks and designed an Excel model that streamlined expense categorization
• Built income statement and runway projections under different revenue and expense assumptions

Taipei

• Generated daily financial market briefs and assisted in sales kit maintenance and monthly factsheet production of 45+ funds using Morningstar and Bloomberg terminal
• Conducted monthly research on Taiwan’s mutual fund market and carried out competitor analysis

Beijing

• Completed the relationship management project involving 4000+BOC’s correspondent banks globally by utilizing BAML Global Routing Directory
• Assisted two managements at ad hoc client visits with data collection and analysis

Master Of Science (Ms), Finance, 3.82/4

Activities and Societies: Beta Gamma Sigma• GMAT 750 at the first attempt • Dean’s half-tuition scholarship (merit-based) •Produced equity.

Semester Abroad, Antai College

Bachelor Of Business Administration (B.B.A.), Finance, 3.86/4.3

Major NTU Finance event organizer Head of Training at Sunny Kite Single Parent Social Service Club