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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

CV Pilihan

Diunggah pada 2 Feb 2024

Latar Belakang Profesional

  • Status sekarang
    Sudah bekerja
    Siap untuk wawancara
  • Profesi
    Analis Keuangan
    Manajer Dana
    Trader
  • Bidang
    Manajemen Investasi
  • Pengalaman Kerja
    6-10 tahun (relevan 6-10 tahun)
  • Management
    Saya berpengalaman mengelola 1-5 orang
  • Skil
    CFA L3 passed
    Python
    Data Science
    Investment Management
    CQF
  • Bahasa
    Chinese
    Bahasa ibu atau Bilingual
    English
    Profesional
  • Pendidikan tertinggi
    Master

Preferensi pencarian kerja

  • Jenis pekerjaan yang diinginkan
    Full-time
    Tertarik bekerja jarak jauh
  • Jabatan pekerjaan yang diinginkan
    investment manager, senior analyst
  • Lokasi pekerjaan yang diinginkan
  • Bekerja lepas

Pengalaman Kerja

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Investment Manager

02/2020 - Sekarang
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

07/2018 - 02/2020
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

10/2016 - 06/2018
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

02/2016 - 06/2016
5 mos
Nantou County, Taiwan

Edukasi

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Master
Data Science
2023 - 2024
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2022 - 2022
Deskripsi
Skills: Data Analysis · Python (Programming Language) · Investments · Quantitative Finance
2015 - 2017
Deskripsi
Skills: Financial Analysis · Investments · Business Analysis
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Sarjana
Accounting
2010 - 2016
Deskripsi
Skills: Financial Analysis · Investments · Business Analysis

Sertifikasi dan Lisensi

Senior Securities Specialist (Taiwan)

securities & futures institue (Taiwan)
Dibuat 11/2016
Tidak Ada Tanggal Kadaluwarsa