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Data Science Intern

Philadelphia, PA
March 18, 2020

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Pochun(Gene) Chen

Email: Mobile: 267-***-****


Highly proficient in data analysis, manipulation and visualization with Python.

Good Knowledge in data management with MySQL.

Firm finance/quantitative finance background with excellent academic performance. Abundant project experience in financial analysis, financial modeling, asset valuation and quantitative trading.

Extrelmely self-motivated. Quick learner and great knowledge integrator with pursuit to improve efficiency and better solve problems.


LOVELL MINNICK PARTNERS LLC, Radnor, Pennsylvainia October 2019 –

Data Science Intern

Leverage Python coding to design a program automatically crawling and extracting data from tables in PDFs, cleaning data and integrating all the tables, eventually completing tasks estimated to take one and half months in two weeks.

Manage financial data and create performance reports with clear data visualization with Cobalt (CRM software). Build up templates to simplify data collecting process.

Engage in the machine learning project to help predict portfolio companies’ performance. REINSURANCE GROUP OF AMERICA, Taipei,Taiwan

July 2015 – January 2016


Compiled, digested and translated articles from periodicals, underwriting and claim cases and teaching materials into Chinese for seminars held for business cooperations with other insurance companies.

Screened, collected information of financial products that yet expired and were related to RGA with Excel and RGA database.

Earned Spot Award due to high efficiency, quality of extra assigned work in the busy season. PROJECT EXPERIENCE:

MACHINE LEARNING PERFORMANCE PREDICTION PROJECT, Lovell Minnick Partners LLC November 2019 – December 2019

Independently collected, cleaned and pre-processed over 100,000 pieces of financial data within ten years.

Fitted data to classifier models such as Decision Tree, Random Forest and Gradient Boosting to predict portfolio companies will perform better or worse.

Optimized accuracy by screening features, tuning hyperparameters and blending models. The accuracy was improved by 10% and overall 70% is achieved, offering effective reference on deal sourcing and company management.


March 2019 – April 2019

Constructed a principal protected note aiming to mitigate investors’ regret aversion bias with two exotic options and a vanilla bond.

Presented P/L for issuers and constructed risk-return profile for investors with Excel.

Demonstrated possible payoffs to highlight advantages of the product with underlying’s prices simulated with Monte Carlo method.


SECOND PLACE, 2019 VANGUARD ETF TRADING CHALLENGE, Temple University Team Leader Febuary 2019 – April 2019

Developed active trading strategies and made transactions on a daily basis accordingly.

Achieved monthly return of 2.3% for group account and 4.4% for personal account, ranked #5 out of 210 participants.

Constructed an idea of an international ETF with MSCI smart beta factors indices in 15 countries. PYTHON QUANTITATIVE TRADING STRATEGY

March 2019

Used requests, json and beautifulsoup to scrape data of stock prices and financial statements within five years, and inserted data into MySQL.

Delt with times series data and visualized it with Matplotlib.

Developed a quantitative strategy, backtesting with pandas and numpy. The cumulative return over five years exceeds 470% and the Sharpe ratio is higher than 5 with turnover rate only 4%. EXOTIC OPTION CHALLENGE, Temple University

Team Leader September 2018 – October 2018

Led the team to conduct research on Forex, equities and futures, and priced options for each target with models built in.

Excel and estimated the volatility with GARCH(1,1) model and commanded option trading strategies for each target.

Second Place winner.


Team Leader September 2017 – October 2017

Led the team to conduct financial analysis for Crown Castle International by using and manging data of previous five years’ financial statements from Bloomberg with Excel to build up WACC model, DCF model

Conducted comparable analysis, scenario tests and stress tests to estimate corporate value under different and extreme conditions.

Determined whether the stock is undervalued or overvalued and made an investment recommendation based on conlusions of all the analyses.


TEMPLE UNIVERSITY, The Fox School of Business, Philadelphia, PA August 2017 – May 2019

Master of Science, Financial Analysis and Risk Management

Overall GPA 3.84/4.0

Recipient, Dean’s Tuition Scholarship

Chartered Financial Analyst, CFA Level II passed. CFA Level III candidate NATIONAL CHENGCHI UNIVERSITY, Taipei, Taiwan

September 2012 – June 2016

Bachelor, Risk Management and Insurance

Recipient, presidential award for academic excellence, 2016

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