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.
Skills
Languages
Chinese
・
Native or Bilingual
English
・
Professional
Work experiences
Graduate Business Analyst, Multi-Asset Solutions
Aberdeen Standard Investments・Full-time
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
Ernst & Young
Dec 2019 ~ Jul 2020
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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
HSING KWO RUBBER MANUFACTURING
Mar 2017 ~ Sep 2018
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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
CARTELL CHEMICAL
Jul 2015 ~ Aug 2015
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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
Educations
IE Business School
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
NATIONAL CHUNG HSING UNIVERSITY
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
