Investment Specialist
Current
Apr 2024 - Present
AeroLeads people directory · profile
Yu-Liang Luo Email & Phone Number
Investment Specialist
at
南山人壽
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Specialist
Location
Taipei–Keelung Metropolitan Area, Taiwan, Taiwan, Province Of China
Company size
Who is Yu-Liang Luo? Overview
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Quick answer
Yu-Liang Luo is listed as Investment Specialist at 南山人壽, a company with 2515 employees, based in Taipei–Keelung Metropolitan Area, Taiwan, Taiwan, Province Of China. AeroLeads shows a matched LinkedIn profile for Yu-Liang Luo.
Yu-Liang Luo previously worked as Corporate Banking Management Associate at 玉山金控 and Corporate Banking Intern at 永豐銀行. Yu-Liang Luo holds Master Of Business Administration - Mba, Finance, Average Gpa: 4.15/4.3 (Rank 1St In Second Year) from 國立臺灣大學.
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Email format at 南山人壽
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南山人壽
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Profile bio
About Yu-Liang Luo
● Professional background with Finance and Data Analysis: Master in NTU Finance, Bachelor Degree Double Major in NTU Finance and Business Administration, with NTU Business Analytics Program● Professional 15+ Financial Licenses: including Senior Securities Specialist, Securities Investment Trust and Consulting Professionals, Trust Operations Personnel, Society of Actuaries (SOA) Exam P● Finance-related Working Experience: Corporate Banking in E.SUN Bank, Corporate Banking Internship in Bank SinoPac ,Actuarial Specialist in Chinalife Insurance, Audit Intern in PwC, Summer Intern in O-Bank(digital bank)▷ Currently seeking for Finance-related jobs: Investment, Risk Management Jobs
Listed skills include Python, Microsoft Powerpoint, Microsoft Word, Mathematical Statistics, and 7 others.
Current workplace
Yu-Liang Luo's current company
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南山人壽
8 roles
Yu-Liang Luo work experience
A career timeline built from the work history available for this profile.
Corporate Banking Management Associate
MA of Corporate Banking‧ Coordinated 2 Credit Proposal Cases and Panel Industry Analysis Report, encompassing credit reports, financial analysis and business development with ARM, exceeding the expectations of the supervisor in Regional Center‧ Conducted Suggestion Report for branch Anti-fraud and Innovative Collaboration Model in Branch‧ Completed.
Jul 2023 - Dec 2023
Corporate Banking Intern
‧ Participated in 3+ international syndicated loan (P/E fund) projects and domestic corporate credit cases.‧ Responsible for industry analysis, company & sponsor introduction, organization charts, financial statements analysis and financial forecast- 參與國際聯貸案、私募基金與國內法人授信案件，負責組織圖、財報分析與財務預測- 檢視並蒐集授信戶之相關資料，協助企金RM完成授信作業
Feb 2023 - Jun 2023
Strategy Marketing - Project Member
‧ Finished Data Analysis Project for Game Industry, finally received positive feedbacks from Mentors‧ Got "Excellent Members Certificate" in TMBA Strategy Marketing- 完成遊戲產業數據分析報告，獲得Mentor正面回饋- 獲選TMBA策略行銷部優秀社員
Sep 2022 - Feb 2023
Actuarial I Dept. (Business Analysis Dept.) Specialist
‧ Generated monthly reserve reports, including investment income, cost of liability (COL), RBC reports, and declared interest rate tables‧ Responsible for quarterly ALM Projects: analyzed the trend of maturity/benefit payment and COL, and investigated existing products for causes‧ Tested new interest-sensitive insurance products: built Excel models.
May 2020 - May 2021
Audit Intern Of Financial Service Industry
‧ Involved in 3+ Financial Service Industry (FSI) cases: confirmed & documented clients’ files in Audit System, and then generated Financial Reports‧ Created working papers and reports with Excel functions- 參與多家金融業年度查核，核對客戶財務資訊彙整至事務所系統，產出年度財務報告書- 製作工作底稿、傳票抽核、中英文財報編製，熟悉Excel函數操作
Jan 2020 - Apr 2020
Summer Intern Of Global Business Development
‧ Led our group to complete an Industry Analysis Report, and finally got 2nd in the group presentation contest‧ Assisted in organizing financial news from Greater China and APEC economics for Vice Chairman‧ Researched into B Lab (CSR issue) and received positive feedback from GBD Director- 帶領小組完成產業報告分析專案，上台向企金長報告，獲得團體競賽第二名 - 協助整理兩岸與 APEC 經濟體的財經新聞，上呈副董事長閱讀.
Jul 2017 - Aug 2017
Project Part-Time Translator
‧ Matched ~6000 entries between English and Japanese within 1 month (beyond the expectation of 5000) and got extra performance bonus- 將英文條目翻譯成日文單詞，一個月內完成近6000個條目的翻譯，獲得主管額外績效獎金
Jul 2016 - Aug 2016
Team & coworkers
Colleagues at 南山人壽
Other employees you can reach at nanshanlife.com.tw. View company contacts for 2515 employees →
林
林孟辰Sunny
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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HC
Howard Chihao Huang
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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李
李秀惠Lee
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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林
林伯駿
Colleague at 南山人壽Taipei, Taipei City, Taiwan, Taiwan, Province Of China
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SC
Sandy Chou
Colleague at 南山人壽Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
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林
林郁軒
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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JJ
Jeng-Song Jean
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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李
李茜珍
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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薛
薛立瑋
Colleague at 南山人壽Taipei, Taipei City, Taiwan, Taiwan, Province Of China
View →
李
李育政
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
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林孟辰Sunny
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
HC
Howard Chihao Huang
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
李
李秀惠Lee
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
林
林伯駿
Colleague at 南山人壽Taipei, Taipei City, Taiwan, Taiwan, Province Of China
View →
SC
Sandy Chou
Colleague at 南山人壽Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
View →
林
林郁軒
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
JJ
Jeng-Song Jean
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
李
李茜珍
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
薛
薛立瑋
Colleague at 南山人壽Taipei, Taipei City, Taiwan, Taiwan, Province Of China
View →
李
李育政
Colleague at 南山人壽Taiwan, Taiwan, Province Of China
View →
4 education records
Yu-Liang Luo education
Master Of Business Administration - Mba, Finance, Average Gpa: 4.15/4.3 (Rank 1St In Second Year)
Bachelor'S Degree, Business Administration (B.B.A.), Average Gpa: 4.12/4.3 (Rank: 3/65, Top 5%)
Bachelor'S Degree, Finance
學程, Business Analytics Program
FAQ
Frequently asked questions about Yu-Liang Luo
Quick answers generated from the profile data available on this page.
What company does Yu-Liang Luo work for?
Yu-Liang Luo works for 南山人壽.
What is Yu-Liang Luo's role at 南山人壽?
Yu-Liang Luo is listed as Investment Specialist at 南山人壽.
Where is Yu-Liang Luo based?
Yu-Liang Luo is based in Taipei–Keelung Metropolitan Area, Taiwan, Taiwan, Province Of China while working with 南山人壽.
What companies has Yu-Liang Luo worked for?
Yu-Liang Luo has worked for 南山人壽, 玉山金控, 永豐銀行, Tmba - Taiwan, and 凱基人壽 Kgi Life.
Who are Yu-Liang Luo's colleagues at 南山人壽?
Yu-Liang Luo's colleagues at 南山人壽 include 林孟辰Sunny, Howard Chihao Huang, 李秀惠Lee, 林伯駿, and Sandy Chou.
How can I contact Yu-Liang Luo?
You can use AeroLeads to view verified contact signals for Yu-Liang Luo at 南山人壽, including work email, phone, and LinkedIn data when available.
What schools did Yu-Liang Luo attend?
Yu-Liang Luo holds Master Of Business Administration - Mba, Finance, Average Gpa: 4.15/4.3 (Rank 1St In Second Year) from 國立臺灣大學.
What skills is Yu-Liang Luo known for?
Yu-Liang Luo is listed with skills including Python, Microsoft Powerpoint, Microsoft Word, Mathematical Statistics, R, Microsoft Excel, Probability, and Option Pricing Models.
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