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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

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上传于 2024年2月2日

专业背景

  • 目前状态
    就职中
    正在积极求职中
  • 专业
    财务分析师
    基金经理人
    交易员
  • 产业
    投资管理
  • 工作年资
    6 到 10 年 (6 到 10 年相关工作经验)
  • 管理经历
    我有管理 1~5 人的经验
  • 技能
    CFA L3 passed
    Python
    Data Science
    Investment Management
    CQF
  • 语言能力
    Chinese
    母语或双语
    English
    专业
  • 最高学历
    硕士

求职偏好

  • 预期工作模式
    全职
    对远端工作有兴趣
  • 希望获得的职位
    investment manager, senior analyst
  • 期望的工作地点
  • 接案服务

工作经验

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Investment Manager

2020年2月 - 现在
台灣台北市
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

2018年7月 - 2020年2月
1 年 8 个月
台灣台北市
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

2016年10月 - 2018年6月
1 年 9 个月
台灣台北市
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

2016年2月 - 2016年6月
5 个月
台灣南投縣

学历

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

资格认证

Senior Securities Specialist (Taiwan)

securities & futures institue (Taiwan)
发照日期 2016年11月
永久有效