Highlights:Personal Investment: Managed an investment portfolio of >$1,000,000 USD with annual average returns of 10.74%. Valuated various companies by using Financial Statement modeling and Discounted Cash Flow model to evaluate whether current stock prices were overvalued. Analyzed different stocks’ Sharpe Ratios to measure risk-adjusted relative returns and performed technical analysis to modify the investment portfolio structure constantly. Developed volatility-targeted, stock portfolio using Markowitz’s Modern Portfolio Theory to optimize portfolio weights of 7 stocks, achieving 0.73 Sharpe Ratio and 7.2% drawdown, outperforming benchmark by 2.03% per annum. Applied Finance Project: Topic: Factor Research During Interest Rate Rising Cycles Built a market-beating trading strategy during an interest rate rising cycle by using OLS Regression, Python, Excel database function, and long-short equity strategy. Added three additional macro-economic factors to the Fama-French three-factor model to estimate the impact of interest rates and increase the accuracy of the model. Performed Multiple Linear Regression to calculate the correlation coefficient between S&P 500 sectors and S&P 500 Index individually in three interest rate rising backgrounds. Measured the trading strategy in the current interest rate rising cycle to observe the feasibility and the return on investment.

Skills:DCF Model, Corporate Finance Accounting, Financial Statement Analysis, Financial Modeling, Financial Reporting, Discounted Cash Flow Modeling, Valuation, OLS Regression, Python, Investment, Technical Analysis, Stock Trading, Equity Research, Portfolio Management, Financial Planning, Private Equity, Presentations, Leadership, Profitability Analysis, Fixed Income Analysis, Cash Flow Forecasting, Quantitative Analytics, Quantitative Finance, Strategic Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Verbal Communication, Written Communication, Interpersonal skills, Problem solving, Work independently, Time management, Balance Sheet Reconciliation, Financial Statement Preparation, Corporate finance

Membership:Simon Business School Meliora Fund - Associate Simon Business School Finance & Investment Club - Member

Certification:Microsoft Office Specialist Expert Certification verify.certiport.com wmzU4-4SoG

Honor:Simon Merit-Based Scholarship Recipient

Finance Intern 01/2020 - 03/2020
GUAN-BAO Construction Company, Taipei, Taiwan
Industry: Construction
Accounting and help clients to improve their mortgage rate.
Assessed client’s financial status and negotiated with bank managers to improve client's mortgage rate from 1.41% to 1.38%. Audited financial records, income statements, and expenditures for company monthly. Identified risks related to tax and compliance issues and facilitated audit requests. Analyzed credit history and measured loan repayment capabilities for 40+ clients before they applied for loan.--
Accounting Intern 07/2020 - 09/2020
A&L Accounting Firm, Taipei, Taiwan
Industry: Accounting
Accounting job, helping clients to reduce taxes and maintain relationships with clients.
Evaluated client cases and communicated with clients to identify potential strategies to reduce client’s company tax burden and solve client’s questions and concerns. Prepared and reviewed account reconciliations and completed analytical reviews of balance sheet and income statement accounts to ensure the accuracy and validity of transactions. Performed monthly closing activities, including analysis of accounts and preparation of journal entries. Documented related receipts, delivery notes and goods received notes to investigate the internal control of the client company and confirm the accuracy of purchases and inventories.--

Tamkang University 09/2016 - 06/2020
Taipei, , Taiwan
Degree: Bachelor's Degree
Major:Business Administration
Minor:Accounting
N/A

Jen-Yu(Joseph)Chu Resume