Managed GHOSTA website's web analytics: Installed, deployed, and monitored Facebook Pixel, Google Analytics, and Google Tag Manager to analyze web traffic and visitors' behaviors
Managed GHOSTA mailing list via MailChimp: collecting and organizing subscriber lists, sending out monthly and ad hoc GHOSTA newsletters
Managed CRM and customer support:Set up a makeshift CRM system to manage and support over 1,300 pre-ordering customers, organized and updated data on customers' personal information and purchase orders, responded to all customer inquiries, prepared and sent out survey questionnaires, and processed refund requests
Wrote up and revised 4 different versions of GHOSTA business plans (in Chinese and English), financial forecast, and pitch decks from 2015 through 2017 for GHOSTA's seed round and pre-A fundraising
Drafted investment agreement documents for GHOSTA's fundraising
Prepared and submitted applications for 2 Taiwan government startup grants and delivered presentations to reviewing committees
Recruited 2 colleagues
2016/05: Liaisoned back and forth with 6 headhunters, arranged interviews with job candidates, and completed the recruitment of the company's industrial design contractor, Ray Kung
2016/06: Handled and completed the recruitment of the company's UX designer, Justin Wu
Cashflow and working capital management
Accounting and day-to-day bookkeeping
Miscellaneous operational tasks
Equity Research Analyst at Fuh Hwa Securities Investment Trust Co., Ltd., Aug 2014 - Jun 2015
Covered 150+ stocks in China A-shares and Hong Kong H-shares across real estate, steel, coal, cement, and metals sectors
Graduate Analyst at Deutsche Asset & Wealth Management, Jul 2012 - Aug 2014
Recruited through Deutsche Bank Group’s 2012 Global Graduate Training Program and was the only Taiwanese recruitee of that year
As the product manager of DWS Invest Convertibles, successfully persuaded the company's sales team to heavily promote the fund, which had been previously overlooked and poorly understood, and provided comprehensive sales support. The fund later became the firm’s #1 selling product in 2013 2H, with Taiwan investors’ subscription amount increasing more than sixfold within five months to over 2.4 billion NTD
Handled all product-related demands, including fund factsheets, sales presentation decks, FAQs, supplementary one-pagers, product flash, market commentaries, investment reports, peer comparison analyses, joint sales calls, regular product training and updates, monthly fund performance ranking reports, quarterly in-house macro views, documentation for distributors’ product reviewing process, strategizing the selection and promotion of quarterly focus funds, active communication with offshore fund management teams, ad hoc client/distributor requests, etc.
Handled the application and reviewing process for DWS Invest Convertibles to obtain a waiver from offshore funds' limit of "40% non-hedging derivative exposure," which ensured the growing revenue from the fund's management fees (Oct - Dec 2013)
Supported all marketing activities, including website updates and maintenance, addressing media queries, supporting materials for marketing campaigns, etc.
Regularly assisted with Taiwan financial regulators’ surveys and application for regulatory approvals
Collaborated with colleagues on reviewing and expanding product pipeline each quarter
Researched and produced reports on niche product ideas
Independently carried out 2 CEO-assigned strategic projects to streamline the firm's back office operations
Trainee at Advanced Training Program for International Elite Talents, Financial Supervisory Commission (R.O.C.), Oct 2012 - Apr 2013
Completed all training courses covering a wide range of major topics, including industry structures and trends (biotechnology, high‐tech industry, cloud computing, green/alternative energy, cultural and creative industry, agriculture, healthcare, tourism, international trades, asset management, venture capital), patent registration and management, intellectual property management, Taiwan capital market development, derivative trading and settlement, macroeconomic analysis, M&A analysis, adoption of IFRS accounting principles, business contracts, trade negotiation, ECFA impact on Taiwan economy, business e‐mail, presentation skills, etc.
Consultant at Center for Career Development, National Chengchi University, Mar 2012 - Jun 2012
"Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover."
— Mark Twain
"Nothing contributes so much to tranquilize the mind as a steady purpose—a point on which the soul may fix its intellectual eye."