Developed critical thinking and strategic planning skills in fast-paced financial environment, seeking to transition into new field. Demonstrates expertise in market analysis and data-driven decision-making. Focused on leveraging transferable skills to contribute to dynamic and growth-oriented team.
Hi, I’m
Jason Shih-Chieh Teng
矽谷基金投資、台美股投資、活動策辦、尾牙主持經驗、 Administration相關職務
New Taipei City
Summary
Overview
9
years of professional experience
4034
years of post-secondary education
Work History
大亞創業投資股份有限公司
Investment Manager
02.2023 - Current
Job overview
- Monitored, managed and developed investment portfolios.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Enhanced client satisfaction by providing tailored financial advice and personalized investment strategies.
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
EMQ Limited
TREASURY FX TRADING ANALYST
11.2019 - Current
Job overview
- Contacted with global clients for daily trading( Tencent, Alipay, Morgan Stanley and so on)
- Performed system analysis, documentation, testing, implementation and user support for platform transitions
- Documented acquisition valuations and earnings accretion and dilution models for public and private companies
- Evaluated competitor data and statistics to develop business investment strategy and drive growth
- Developed financial models for projects and presentations
- Analyzed projects for capital deployment and helped structure multi-million dollar deals
HSBC
FX TRADING ASSISTANT
10.2018 - 11.2019
Job overview
- Reviewed statistical information to determine financial trends for use in investment planning
- Developed financial models for projects and presentations
- Identified risks associated with projects, contract approvals and other client accounting issues
- Helped solve diverse program problems with in-depth analysis
ICBC
CORPORATE FINANCE INTERN
12.2017 - 02.2018
Job overview
- Answer client's questions about the purposes and details of financial plans and strategies
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
- Maximized client loyalty and satisfaction with prompt, thorough and timely resolutions
OCBC
CORPORATE FINANCE INTERN
04.2016 - 11.2016
Job overview
- Supported KYC processes for prospective and existing customers
- Monitored testing results on related controls from business unit compliance officers
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews
Education
UCLA ProgramLos Angles, CA
Exchange Program from Marketing
University Overview
FU-JEN CATHOLIC UNIVERSITY
BBA from FINANCE AND INTERNATIONAL BUSINESS
University Overview
- Relevant Coursework: Business evaluation course - pre-work in M&A case of Chuwa Wool Industry (1439)
- Awards & Honors: Fourth Place in National Option Competition for all college students in Taiwan and the IRR that I earned was 85.5% (Concord Futures Crop. held)
- Extracurricular Activities: World Vision Volunteer: Teaching math for kids in remote village in Taitung, Taiwan. Member of 2016 SITE (Seminar of International affair and Economic issue)
- GPA: 85.5%
Skills
Statistic analysis
Timeline
Investment Manager
大亞創業投資股份有限公司
02.2023 - Current
TREASURY FX TRADING ANALYST
EMQ Limited
11.2019 - Current
FX TRADING ASSISTANT
HSBC
10.2018 - 11.2019
CORPORATE FINANCE INTERN
ICBC
12.2017 - 02.2018
CORPORATE FINANCE INTERN
OCBC
04.2016 - 11.2016
UCLA Program
Exchange Program from Marketing
08.2015
FU-JEN CATHOLIC UNIVERSITY
BBA from FINANCE AND INTERNATIONAL BUSINESS
07.2017
Similar Profiles
Hsin-Ni (Cheri) LinHsin-Ni (Cheri) Lin
Project Manager at FAIR WELL FISHERY CO., LTD. 華偉漁業股份有限公司Project Manager at FAIR WELL FISHERY CO., LTD. 華偉漁業股份有限公司
Daniel Allen SantillanDaniel Allen Santillan
Software Engineer Analyst at Jiao Hsiung Industry Corp. (僑雄實業股份有限公司)Software Engineer Analyst at Jiao Hsiung Industry Corp. (僑雄實業股份有限公司)
Jerry LeeJerry Lee
Assistant Manager / 副理 at WPI / 世平興業股份有限公司Assistant Manager / 副理 at WPI / 世平興業股份有限公司