Shuo-Ting (Tim) Tu Email & Phone Number

Taiwan

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