LIANG-CHIEH WANG

**** *. ********* ****** ************ PA 19122 267-***-****

ac1yaf@r.postjobfree.com

EDUCATION

TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA

Master of Science in Financial Analysis and Risk Management, Graduation: May 2017 GPA: 3.82

Student of the Year, 2017 CFA Level III Candidate, June 2018 FRM Level II Candidate, November 2017

NATIONAL CHENGCHI UNIVERSITY, College of Commerce, Taipei, Taiwan

Bachelor of Science in Risk Management and Insurance, Awarded: June 2014 GPA: 3.69

Participant, Business Economics Program, Awarded June 2014

EXPERIENCE

BEAUTYMAN ALVSTAD, LLP April 2016 – April 2017

Equity Research Intern

Performed 25 stock recommendations by top-down analysis, free cash flow model, relative valuation methods, and residual income model, using Microsoft Excel, S&P Capital IQ, ThomsonOne, Bloomberg, and Factset

Analyzed 10-K/Q reports, detected 10-year financial data, and read current S&P CAPITAL IQ industrial investment reports for individual stocks

Constructed an equity portfolio with 10+ stocks selected mainly from S&P 500 and outperformed the benchmark, SPDR S&P 500 trust, by 1.8%

FIRST-AVIVA LIFE INSURANCE CO., LTD., Taipei, Taiwan Summer 2012

Finance Intern

Prepared investment reports and semiannual report of risk-based capital required by government regulations to ensure company’s sufficient reserve and solvency ability

Validated changes in net value, daily transactions, and mean, standard deviation, and correlation of historical performances of mutual funds to assist in constructing company’s investment portfolio

Compiled financial reports required by Taiwan Insurance Institute, including policy reserve and financial analyses such as debt ratio, retention rate, and credit ranking

NATIONAL COLLEGE WEALTH MANAGEMENT CONTEST, Taipei, Taiwan Spring 2012

Participant, Awarded for Excellence

Collaborated with 2 people to balance the cash flows and recommend family’s investment portfolio and purchase of insurance, considering a household’s risk aversion and using discounted cash flow model

Managed the family’s cash flows, expenditures, and legacy after retirement, including pensions, costs and benefits from life insurance, and expenses for medical insurance as well as health care

Arranged a family’s long-term financial plan to support family’s purchases of vehicles and real estate, emergency reserves, and funds for traveling and raising children, as a 39-page case study

ACTIVITIES

Volunteer, AIESEC Global Development Program, Jaipur, India Summer 2013

Taught 50 students English and scheduled lectures and to raise students’ international awareness

Leader, Piano Club in National ChengChi University Fall 2011

Member, Innsbruck Summer School, European Economics and Politics Program Summer 2011

Member, National ChengChi University Taipei Model United Nations Spring 2011

SKILLS & LANGUAGES

Microsoft Office Suite, SAS, R, MATLAB Certification of Bloomberg Market Concepts Mandarin Chinese – native

Contact this candidate