Ying-Tzu (Melody) Lin, Cfa, Frm Email & Phone Number

Philadelphia, Pennsylvania, United States

Wilmington, Delaware

• Evaluate performance and attribution problems, design and articulate solutions in order to troubleshoot over 50+ clients issues in a timely manner by partnering cross-functional teams such as data integrity, index and.
• Proactively work with recurring performance issues in the production cycle and develop more controls and procedures to optimize the manual process
• Support timely return and risk analytic reporting on over $1 trillion assets with understanding of Fixed Income, Equity, Derivatives and Alternatives products and how they are modeled and traded in the platform across.
• Interpret the investment performance and identify the factors contribution such as price, income, trade, duration, asset allocation and security selection
• Use Finance and Technology (FinTech) skills to manipulate large analytical data sets and efficiently query information from a vast database on the daily basis
• Train new hires on production cycle and platform usage to meet user support business needs by hosting weekly sessions

Valley Forge, PA

• Interact with Vanguard brokerage teams and IT departments in several projects for process optimization
• Review and verify $10 million cash and margin accounts in compliance with SEC and FINRA regulatory rules using extensive excel and word such as excel VBA, vlookup, pivot table and mail merge
• Resolve 5-10 margin-related issues daily and contact 60-80 clients daily to notify of maintenance calls, restrictions and debit requirements
• Monitor clients’ margin impact to minimize firm’s risk based on stock market movements

Cherry Hill, NJ

• Researched stocks, bonds and mutual funds to generate financial reports with Morningstar Principia Pro
• Utilized eBix and eMoney to prepare financial statements and asset allocations for 10-15 client meetings weekly
• Collaborated with 2 other interns to analyze clients’ portfolios regarding risk and return

Bensalem, PA

• Performed fundamental analysis on investment products as research support for 10 client IRA accounts
• Analyzed latest market trends to manage firm’s primary portfolios; organized data using Excel
• Presented weekly research inclusion and strategy to director for 5-10 clients’ portfolios

Taiwan

• Collected, organized and edited research information of the Top 1000 Taiwanese corporations in Mainland China in the last 5 years
• Analyzed data using Excel, ran regressions, and mapped out the most crucial contributing variables to the success of Taiwanese companies

Taiwan

• Taught 2 rural elementary and junior high school students math and English via internet during one-on-one sessions twice a week
• Designed and prepared learning materials according to each student’s needs and goals such as handouts and quizzes
• Assessed each student’s progress throughout tutoring sessions by administering quizzes and tests

Master’S Degree, Financial Analysis And Risk Management, Gpa: 3.88

Activities and Societies: -Member, Financial Management Association, 2013-Present -Member, Temple University Investment Association.

Bachelor’S Degree, Finance, General, Gpa: 3.75

Activities and Societies: National Central University Career Team Child Charity Club Academic ClubAwarded Academic Excellence Scholarship.