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Yu-Hui Lin
Manager, Investor Relations
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Yu-Hui Lin

Manager, Investor Relations
I'm studying in the Master's Program of Business Analytics and Information Management at Purdue University. I'm passionate about data analytics and have Python, SQL, Tableau, and AWS skills. I'm open to internship opportunities. Please feel free to contact me if you are interested. Thank you.
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E.SUN FINANCIAL HOLDING COMPANY, LTD.
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Purdue University
West Lafayette, IN, USA

Professional Background

  • Current status
    Studying
  • Profession
    Data Analyst
    Data Engineer
    Data Scientist
  • Fields
    Banking
    Software
    Big Data
  • Work experience
    4-6 years (Less than 1 year relevant)
  • Management
    None
  • Skills
    Data Visualization
    Data Analytics
    Data Mining
    Database Management
    SQL
    Python
    R
    SAS
    AWS
  • Languages
    English
    Professional
    Chinese
    Native or Bilingual
  • Highest level of education

Job search preferences

  • Desired job type
    Intern
    Interested in working remotely
  • Desired positions
    Data Analyst、Data Engineer、Data Scientist、Customer Experience Analyst
  • Desired work locations
    Taiwan
  • Freelance
    Part-time freelancer

Work Experience

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Manager, Investor Relations

Apr 2019 - May 2022
3 yrs 2 mos
• Organized investor meetings, conferences, and roadshows to communicate company vision, strategy, and performance to investors; reached the highest stock price growth (+57%) and P/B ratio among financial peers and ranked in the top 20 Taiwan listed companies by market cap • Enhanced relationships with global institutional investors and sell-side analysts; increased institutional shareholders by 34% and won Best IR Company in Taiwan by Institutional Investor • Analyzed and presented industry dynamics, competitor behavior, and shareholder issues to executive managers; streamlined the process and expanded the research coverage to 7 peers. • Boosted brand image by coordinating multidisciplinary teams to complete independent performance evaluations; named Best Bank in Taiwan by Forbes, Global Finance, and The Asset and Most Valuable Banking Brand in Taiwan by The Banker • Led cross-functional teams to participate in ESG ratings, engaged with shareholders on ESG topics, and initiated the development of ESG governance and policies; received Best AAA ESG rating from MSCI and ranked 1st among Asia's diversified banks by Sustainalytics
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Credit Analyst

Jan 2018 - Mar 2019
1 yr 3 mos
• Assessed and presented the creditworthiness OF Corporate loan applicants to the loan review committee and head of Corporate Banking; maintained a 0% default rate on 46 evaluated cases • Tracked economic indicators, formed outlook on the global economy, and presented quarterly reports to the head of Corporate Banking; achieved a report acceptance rate of 100%
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Management Associate

Jul 2017 - Dec 2017
6 mos
• Rotated across 7 divisions as a management trainee, i.e. Digital Banking, Corporate Banking, and Consumer Banking; ranked top 3% among 30 associates in the year-end review • Introduced account planning process to improve the management of Taiwan's largest 20 companies; achieved 60% customer penetration and 20% growth in cross-selling

Intern

Jan 2017 - Jun 2017
6 mos
• Tracked and analyzed monthly performance data of 200 mutual funds using the Thomson Reuters Lipper database and provided insights for marketing planning; optimized analysis process with Excel and reduced processing time by 25% • Researched consumers' retirement plans and investment habits to produce direct marketing emails; boosted annual email open rate by 12%

Education

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Master of Science (MS)
Business Analytics and Information Management
2023 - 2024
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Master of Business Administration (MBA)
Finance
2014 - 2016
4.2/4.3 GPA
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Bachelor of Arts (BA)
Economics
2010 - 2014
4/4 GPA

Licenses & Certifications

Charted Financial Analyst Level II

CFA Institute
Issued Nov 2019
No Expiration Date