- Provide TCFD implementation and enhancement advisory services; help clients to address ESG ex-pectations, especially climate issues, from regulators, investors and other external stakeholders.- Advise and guide clients in preparing ESG/TCFD reports in accordance to listing rules, GRI, SASB,TCFD guidance; lead the TCFD Questionnaire Project engaged by two Taiwan Insurance Associa-tions.- Project manager of multiples projects of insurance and financial services companies; secure deliver-ables and achieve project goals by managing scope and risks; well communication and engage-ment with clients

- Led team to deliver market analysis and relevant evaluation for potential investment opportunities;carried out due diligences and present findings to management team.- Presented findings to management team; assess and communicate strategic impact and risks.- Co-worked with cross-functional teams through out the transaction process. Involve with externallegal counsel to ensure regulatory requirements and local practices are all considered.- Participated in 10+ insurance and fintech deals across China, HK and SEA markets.

- Executed and managed project-based assignments including channel transformation strategy, over-seas M&A, etc.- Conducted global market research (mainly Asia) and peer analysis to formulate possible implemen-tation plans aiming to support various initiatives i.e. new business development, channel digitaliza-tion, overseas development, etc.

- Played an active role in business process digitalization project by coordinating project scope and deliverables between external and internal entities/units, controlling project timelines and requirements. - Initiated and managed collaboration with multi-national life insurance company, from new life insurance products co-development to group level business operation.- Led fintech/insurtech business study and plans, assisting M&A decision-making through financial and strategic analysis and market trend. With experience in delivering two cases (startups in blockchain and chatbot business) to the final run of investment process. - Delivered industrial and competitor analysis reports that support strategic initiatives i.e. fintech/insurtech development. - Performed other ad-hoc task assigned by management team and department head.

- Supported portfolio managers to cover both Overseas and Taiwan tech and non-tech industries.- Supported portfolio managers and analysts on investment reports update and other administrative jobs. - Attended company visits, conference calls with analysts and portfolio managers.- Prepared and translate presentation for routine investment meetings.

- Managed and maintained relationships with current and potential investors and analysts.- Coordinated investor meetings, Shareholders’ Meeting and Board Meetings.- Prepared operating and financial results presentation including roadshow presentations, press releases, investor correspondence, etc.- Performed market research and analysis of competitors, trends and overall economic outlook.

- Analyzed US macro and stock market to assess current and long-term trends.- Generated P&L projections and financial model.- Performed research on several listed companies and delivered equity research papers.

• Executed trade orders for institutional and individual clients.• Conduct brokerage for stock, futures, options, ETF, mutual funds and other structured products.• Managed long-term client relationships.• Provided daily and weekly investment analysis report to clients.