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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

職場能力評價

精選履歷

上傳於 2024年2月2日

專業背景

  • 目前狀態
    就職中
    正在積極求職中
  • 專業
    財務分析師
    基金經理人
    交易員
  • 產業
    投資管理
  • 工作年資
    6 到 10 年 (6 到 10 年相關工作經驗)
  • 管理經歷
    我有管理 1~5 人的經驗
  • 技能
    CFA L3 passed
    Python
    Data Science
    Investment Management
    CQF
  • 語言能力
    Chinese
    母語或雙語
    English
    專業
  • 最高學歷
    碩士

求職偏好

  • 預期工作模式
    全職
    對遠端工作有興趣
  • 希望獲得的職位
    investment manager, senior analyst
  • 期望的工作地點
  • 接案服務

工作經驗

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Investment Manager

2020年2月 - 現在
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 個月
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 個月
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 個月
台灣南投縣

學歷

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

資格認證

Senior Securities Specialist (Taiwan)

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