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YA-ZHU WU

FMA   •  TW  •  [email protected] • 0972-886-532

A highly motivated Graduate with related experience of selling financial instruments and the skills of data analyzing( Excel, SPSS, Stata, Bloomberg). Presently seeking the position of FMA at Fuh Hwa to utilize my educational background ,analytical skills as well as my passion in investment.
Highlights: 

 Attention to detail   Independent   Problem-resolving  Hard-working 
 5 Financial Certificates    SPSS Stata Bloomberg  Financial Statement Analysis 

Academic Background

MSc in Finance and Investment, University of Leeds Leeds, UK,Sept 2016 – Sept2017

  • Assessment:Examined the performance of Taiwan's cross-border M&A (Mergers and Acquisitions) by using the statistical analysis software (SPSS and Stata). 
  • Related Modules: Financial Modeling and Analysis, Security Investment Analysis,  Applied Finance(Excel) 

BA in Banking and Finance, Tamkang University,Sept 2013 – Sept 2016

  • Financial Statement Analysis: Evaluated the performance of Taiwan Mobile and Chunghua Telecom by comparing their financial statement.
  • Related Modules:Applied Economics for Finance(Excel), Financial Analysis and Investment, Financial Risk Practice, Financial Accounting.

Employment

Taishin International Bank - Teller (Internship), June 2015- Nov 2015

  • Processed transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits. 
  • Addressed problems or discrepancies concerning customers' accounts. 
  • Developed communication skills and managed customers’ complaints.
  • Promoted the financial products (loans, mortgages, credit cards, endowment insurance etc.).

Fubon Life Insurance Co., Ltd- Administrative Assistant ,June 2014 -July 2014

  • Processes and reviewed insurance documentation and ensure all documents are complete.
  • Gained in-depth and thorough understanding of insurance policies and risk management.
  • Passed and obtained two insurance certification. 





Extracurricular

Marketing Challenge by Campus Society, University of Leeds Uk,Oct 2016 

  • Planned and implemented marketing strategies to attract more website users (Campus Society). 
  • Developed teamwork ability and communication skills.

Yuanlin School Alumni Association ,Tamkang University, Sept 2013– Sept 2014

  • Held a large-scale Christmas event in school with eight student clubs.
  • Organized activities of Welcome to Freshman Orientation. 
  • Developed leadership, organization and communication abilities.

Class Representative, Banking and Finance, Tamkang University ,Sept 2013– Sept 2014

  • Kept a watch on the schedule of the entire semester, discussed with teacher in advance and then made an announcement to students.
  • Developed Student-Teacher Communication.
  • Fostered close relationship between classmates.

Certification


  • Trading & Financial Market Analysis Certificate by Amplify Trading                                                                                                    July 2017                                  
  • Adobe Certified Associate Visual Communication Using Adobe Photoshop CS6                                                                             June 2015
  • Qualification Exam for Securities Specialist by Taiwan Securities Association l 證券商業務員                                                         Feb 2015
  • Proficiency Test for Trust Operations Personnel by The Association of R.O.C. l信託業業務人員信託業務                                     Nov 2014
  • Property Insurance Representative by The Non-Life Insurance Association of R.O.C. l財產保險業務員                                       Sept 2014
  • Personal Insurance Representative by The Life Insurance Association of The Republic Of China l人身保險業務員                    Aug 2014

Skills


Abilities

  • Microsoft : Word, Excel, PowerPoint
  • Analytical software : SPSS, Stata, Bloomberg 
  • Financial Statement Analysis


Language

  • Chinese-native 
  • English- Fluent (communication, Presentation skills)
  • Taiwanese- Fluent 


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