West Lafayette IN, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Financial Analyst, Business Analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages:
Highlights:
Skills:financial analysis, data analysis, management, financial risk management, excel, SAS, STATA, Microsoft Office
Senior Financial Advisor 07/2016 - 06/2017
Mercuries Life Insurance, Taipei, Taiwan
Industry: Insurance
• Created financial advisory services on asset allocation and manage fund transfers to meet clients’ needs, totaling an average return reaching 15%
• Directed comprehensive financial analysis on investments and edit weekly journal for investors
• Served as a supervisor for leading two members of junior financial advisors; acted as advisor to complete
10-member due team targets
• Created reports and gave internal presentations to ensure overall investment performance boost by 10%
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Financial Advisor(Intern) 01/2015 - 06/2016
Mercuries Life Insurance, Taipei, Taiwan
Industry: Insurance
• Compiled market data and initiated quantitative analyses each month to facilitate 20 financial decisions
• Completed training on up to 10 different financial instruments as well as insights on financial institutes and markets
• Accomplished daily trades and changes the in allocation of financial assets based on orders from 10 clients
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National Chung Hsing University 09/2012 - 06/2016
Taichung, , Taiwan
Degree: Bachelor's Degree
Major:Applied Economics
• Core courses: Principles of Economics, Accounting, Calculus, Microeconomics, Macroeconomics, Statistics, Mathematical Methods for Economic Study, Data Processing, Economic Development, Project Study and Planning
• Developed abilities to analyze impacts of human behaviors on markets and industries
• Executed analytical project and guided teams to achieve tasks in several courses
• Scholarship of Maxluck Biotech Corporation and Lin Wan-Nian Scholarship
Hsiao-Tzu Wang Finanical Analyst