Chia-Kai Chiang | Joe
Experience
Assistant Vice President in Trading Pasadena, U.S.A. Oct 2018 - Apr 2019．7 mos
Griffinest Asia Securities, LLC -- A broker-dealer serving top financial institutions and private wealth in Asia.
- Handled monthly $700M of US stock trade from top 15 Taiwanese financial institutions via Bloomberg trading platform(EMSX), and provide consulting service in trading methodologies and algorithm strategies.
- Being one of three proposers of the self-clearing business model to the Board of Director that can potentially seize annually $5B trade volume; in charge of the business development, new system evaluation, workflow designing, and personnel recruitment and training.
- Conduct cost-volume-profit(CVP) analysis on pricing strategy of institutional clients with annually $5B of trade volume.
Data Analyst & Equity Trading Specialist Pasadena, U.S.A. Apr 2016 - Oct 2018．2 yrs 7 mos
Griffinest Asia Securities, LLC -- A broker-dealer serving top financial institutions and private wealth in Asia.
- Designed trading workflow and reports generator by MS Excel that extremely reduced the daily working time of Trading Department from 800 minutes to 15 minutes, and eliminated 95% of human error.
- Developed visualized data-driven reports such as trading volume dashboard, financial feasibility studies, annual profit metrics analysis, global market pricing tool which are used by the Board of Director, CEO, COO, and Executive VP to make strategical business decisions.
Co-Founder & Project Manager Taipei, Taiwan May 2014 - Nov 2015．1 yr 7 mos
WeDesign Studio -- A graphic and web design startup in marketing and branding service in Taipei, Taiwan.
- Managed and led team of 10 graphic and web designers to complete 8 Marketing and Corporate Identity System(CIS) projects in one year.
- Conducted deep research in clients’ industry and business, proposed the marketing strategy, and negotiated the quotes on services.
- Quantified the performance measurement to facilitate project management and evaluation that enhance 20% of project KPI.
Research Assistance to Professor Taipei, Taiwan Sept 2013 - Apr 2014．8 mos
Ministry of Science and Technology -- The Taiwan government research institution in Taipei, Taiwan.
- Supervised 2 interns to work on unstructured data collecting, cleaning, and classifying from 2,000+ US listed companies.
- Researched the relationship between business risk and material deficiencies in internal control.
- Assisted professor to define variables, model, and execute statistical analysis in experimental stage.
Education
University of California, Irvine Irvine, CA Mar 2016
- Postgraduate Certificate ------------------------------ Data Science & Predictive Analytics
Courses : Big Data Visualization and Analytics | Business Application of Data Science | Applications of Predictive Analytics | Strategy Business Analysis Using Predictive Analytics |
National Taiwan University Taipei, Taiwan June 2014
- Master of Business Administration (MBA) ------ Accounting
Courses : Statistics | Econometric | Risk Management | Advanced Management Accounting | Accounting Information System |
Soochow University Taipei, Taiwan June 2012
- Bachelor of Administration (BA) -------------------- Accounting
Skills
Software
Advanced MS Excel (Formulas| PivotTable | Solver | Macro|Dashboard)
Python |MySQL | Tableau | Bloomberg Terminal | QuickBook | NetX360 |
Analytical & Financial
Data Analysis & Visualization
Financial Analysis (Sales Performance|Profit &Cost|Pricing)
Investment Research (Equity|Bond|Mutual Fund)
Certificate
Taiwan CPA ( 4 / 7 Sections Passed )
-Intermediate Accounting | Advanced Accounting
-Cost and Managerial Accounting | Auditing
Series 7 - General Securities Representative Exam (Passed)
Series 66- Uniform Combined State Law Exam (Passed)
Language
English - Professional Proficiency
Mandarin - Native
Taiwanese - Native
