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Jerry Liu
Graduate Business Analyst
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Jerry Liu

Graduate Business Analyst
PROFESSIONAL SUMMARY Passionate about data analysis and financial investment research. Advanced python coding and data science skills acquired from both academic training and the real-time finance work experiences. Proven ability to perform financial modeling and analysis as well as produce time sensitive investment research reports.
Aberdeen Standard Investments
IE Business School
Taipei, 台灣

Professional Background

  • Current status
    Employed
  • Profession
    Other
  • Fields
  • Work experience
    4-6 years (2-4 years relevant)
  • Management
    None
  • Skills
    Collaboration
    Enterprise Resource Planning
    Contract Negotiations
    Client Relationships
    Product Development
    Word
    PowerPoint
    Excel
    R language
    MySQL
    Data Analysis
    Machine Learning
    Python
    Tableau BI
    Marketing Strategy
    Project Management
  • 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 analyst
  • Desired work locations
    Taiwan
    Singapore
    Tokyo, Japan
    London, UK
  • Freelance

Work Experience

Graduate Business Analyst, Multi-Asset Solutions

Aug 2020 - Present
Taipei City, Taiwan
• Develop financial reports covering portfolio returns, risk statistics, and asset allocation for internal and external clients • Work with portfolio managers and conduct performance analyses and security research • Manage 2 multi-asset onshore fund accounts by administering trades, identifying appropriate asset allocations, leading routine meetings, preparing reports and forecasting cash flow with annual transaction amount to 80 million USD • Research the impact of investment actions and execute detailed risk assessment reports dashboard • Construct market exposure valuation and offer investment recommendations with python to construct risk breakdown for undermanaged funds

Forensic Data Analyst

Dec 2019 - Jul 2020
8 mos
• Gathered, analyzed and culled voluminous transactional data from complex IT systems to prioritize for further review the findings that present the highest compliance risks • Mapped and linked data relationships to establish a centralized information repository for performing comparative analyses to look for patterns and outliers

Executive Assistant to the President

Mar 2017 - Sep 2018
1 yr 7 mos
• Conducted market research and built a comprehensive data set of V-belt production ecosystems • Boosted the efficiency of V-belt production system by 30% based on the compiled data set • Improved product performance by enhancing the standard of various rubber compounds and other raw materials • Managed contract negotiations totaling 500, 000 USD per year with key customers from Iran • Reduced more than 30% of material loss by establishing a new warehouse system and integrating it into a modern dispatch and Enterprise Resource Planning system

Production Management Intern

Jul 2015 - Aug 2015
2 mos
• Supervised an assembly line for 10 chemical products • Evaluated and resolved production problems to improve the efficiency and capacity of the assembly line • Analyzed the costs and risks of launching a new production line encompassing seven products • Submitted human resource and cost allocation recommendations that were implemented by CEO • Provided comprehensive consultation for CEO recommending organizational adjustments

Education

Master of Science (MS)
MSc. in Business Analytics and Big Data
2018 - 2019
Description
Relevant Coursework: Machine Learning • Forecasting Time Series • Programming R • Spark • Programming Python • SQL Data Modeling • NoSQL Databases • Data Visualization • Business Intelligence & Data warehousing • Risk & Fraud Analytics • Natural Language Processing • Analytics for Retail • Marketing Intelligence • Recommendation Engines Projects: • Portfolio Optimization: Simulate combinations of selected ETFs to reach the highest Sharpe ratio on Python • Fake News Detector: Detect fake news by using NLP techniques written in Python and making use of Naïve Bayes, Max Entropy and Support Vector Machine classifiers • House Price Prediction: Aimed at minimizing the RMSE on house price prediction, made use of regression techniques like XGBoost, Random Forest, Ridge and LASSO • Pump it Up Well Challenge: Predict functional water pumps, repair required pumps and failed pumps by using multi classifications techniques written in R
Bachelor of Business Administration (BBA)
BBA in Business Administration
2012 - 2016
Activities and societies
NCHU CURRENCY WARS CLUB Founder and Vice President • Hosted weekly seminars with students from various majors on currency trading techniques and strategies and guided members in operating analog system • Grew club membership by 590% in 8 months through extensive recruiting CORPORATE SOCIAL RESPONSIBILITY PROJECTS Team Leader • Organized three education projects in rural area of Taiwan with undergraduates, EMBA candidates, and two corporations
Description
Relevant Coursework: Macroeconomics • Financial Markets • International Business Management • International Marketing Management • Customer Analysis and Management • Special Issues on International Business