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張朝棟
Investment Manager
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張朝棟

Investment Manager
As an investment manager with a value-oriented positivism approach, I am deeply committed to value investing, integrating strategies supported by solid theory and empirical data. My investment philosophy is shaped by a robust foundation in both quantitative and qualitative analysis. Professional Milestones: Portfolio Management: Successfully managed a diverse portfolio worth several hundred million dollars over the past two years, demonstrating a deep understanding of market dynamics and investment strategies. Social Media Influence: Established a significant presence as an investment KOL in Taiwan through my Facebook fan page 'valueshellseeker,' currently followed by over 26,000 individuals. Extensive Reading & Learning: I have read approximately 800 books, enriching my knowledge and perspective on investment strategies. CFA & CQF Achievement: Passed the CQF and all CFA exams with high grades on the first attempt (L1 and L2: 9A1B; L3: item set 9A, essay 5A4B1C). Expanding Quantitative Strategies: Beyond basic multi-factor models, I am currently focusing on developing mid to low-frequency ML strategies for the Taiwan stock market. The system is largely based on the recommendations found in the book 'Advances in Financial Machine Learning'. I have generated approximately 2000 factors and completed the establishment of a database, with daily automatic updates. I am actively engaged in the development of these strategies. Subsequently, I plan to employ genetic algorithms for automatic factors search. Exceptional Investment Performance (2018/12/31 - 2023/11/15): Achieved a robust annualized return of 24% over five years, substantially outperforming the S&P 500's annualized return of 14% during the same period, highlighting my effective investment strategy and market acumen.
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Wonderland Group
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The University of Texas at Austin
台灣台北

Featured Resume

Uploaded on Feb 2nd 2024

Professional Background

  • Current status
    Employed
    Ready to interview
  • Profession
    Financial Analyst
    Funds Manager
    Trader
  • Fields
    Investment Management
  • Work experience
    6-10 years (6-10 years relevant)
  • Management
    I've had experience in managing 1-5 people
  • Skills
    CFA L3 passed
    Python
    Data Science
    Investment Management
    CQF
  • Languages
    Chinese
    Native or Bilingual
    English
    Professional
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    investment manager, senior analyst
  • Desired work locations
  • Freelance

Work Experience

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Investment Manager

Feb 2020 - Present
Taipei City, Taiwan
1.Create a diversified portfolio to protect and increase the value of the company's wealth. 2.Do the due diligence on the potential partners or M&A targets. 3.Assist my company to establish a family office.
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Investment Specialist

Jul 2018 - Feb 2020
1 yr 8 mos
Taipei City, Taiwan
Responsible for North America technology industry analysis Side projects: • Designed financial fraud detection system for Taiwan's and China's stock markets. • Designed multifactor model backtest program.

Quantitative Research Analyst

Oct 2016 - Jun 2018
1 yr 9 mos
Taipei City, Taiwan
Developed investment strategies based on the multi-factor model • Organized data, read papers and books, designed models and backtesting, and successfully implemented multiple strategies. • Assisted fund manager to optimize the screening list to pick up the winning stocks. • Launched the first smart beta ETF for our company. • Designed the first comprehensive backtest system for our company.

Alternative Civilian Serviceman

Feb 2016 - Jun 2016
5 mos
Nantou County, Taiwan

Education

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Master’s Degree
Data Science
2023 - 2024
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2022 - 2022
Description
Skills: Data Analysis · Python (Programming Language) · Investments · Quantitative Finance
2015 - 2017
Description
Skills: Financial Analysis · Investments · Business Analysis
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Bachelor’s Degree
Accounting
2010 - 2016
Description
Skills: Financial Analysis · Investments · Business Analysis

Licenses & Certifications

Senior Securities Specialist (Taiwan)

securities & futures institue (Taiwan)
Issued Nov 2016
No Expiration Date