KEVIN LIN
New York, NY 929-***-**** ***@*******.*** https://www.linkedin.com/in/kevin-lin-k/
EDUCATION
FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS New York, NY MBA, Finance, Double major in Fintech concentration GPA: 3.70 2023-2025
• Dean scholarship receiver, covered up to half of tuition
• Active member of Investment Banking, Private Equity, Venture Capital Club
• Major in Finance and Fintech. Course work: Machine Learning, Programming with Python, Computational Finance FU JEN CATHOLIC UNIVERSITY New Taipei City, TW
B.S. Finance and International business 2014-2017
• Minored in Japanese (Intermediate speaker)
• Captain of softball team, leading team to win several tournaments and won Taiwan national softball tournament in third place NATIONAL TAIWAN UNIVERSITY OF SCIENCE AND TECHNOLOGY Taipei City, TW B.S. in Mechanical Engineering 2012-2014
PROFESSIONAL EXPERIENCE
TAIWAN TOURISM BUREAU, LOS ANGELES OFFICE Los Angeles, CA Summer Intern Summer 2024
• Conducted in-depth analysis of North American tourist demographics and travel patterns to identify key trends and strategic insights for tourism sector
• Drafted and demonstrated detailed monthly and quarterly budget reports and financial performance matrics to Taiwan headquarters
• Liaised with over 20 hotel union representatives to present and advocate for newly developed tour packages, promoting industry partnerships
• Drafted official correspondence documents to facilitate communication and documentation of completed projects J.P. MORGAN CHASE BANK, N.A. TAIPEI BRANCH Taipei City, TW Currency Emerging Markets Operation Transaction Analyst 2019-2023
• Executed prompt and accurate settlements across a diverse range of financial instruments, including government bonds, T-bills, negotiable certificates of deposit (NCDs), interest rate derivatives, and foreign exchange transactions
• Performed daily verification of trade details and reconciliation of settlement accounts with multiple clients, ensuring transnational accuracy, compliance with financial regulations, and seamless execution across various financial instruments
• Led the implementation and management of the UiPath automation tool project, collaborating with regional teams to streamline departmental workflows and improve operational efficiency by 20%
• Initiated and led cross-functional collaborations to refine and enhance operational procedures, implementing strategic process improvements resulting in a 30% reduction in processing time
• Facilitated the client onboarding process and assisted with the setup of internal trading instruments for up to five clients per month, ensuring seamless integration, regulatory compliance, and operational efficiency
• Acted as a designated representative for annually regulatory trading/reporting system testing, collaborating with internal stakeholders to assess system integrity, assure compliance with industry regulations, and identify areas for operational improvements
• Consolidated up to seven monthly and quarterly regulatory reports by aggregating and analyzing provided data, ensuring accuracy, compliance, and timely submission to regulatory authorities
• Mentored to staff employees from local/regional hubs, equipping with the necessary knowledge and skills to manage outsourcing projects and ensure seamless operational execution
• Engaged with over 20 clients to evaluate, process, and accommodate specialized fund requests, ensuring seamless transactions, adherence to regulatory guidelines, and the delivery of exceptional client service
• Conducted and investigated SWIFT messages regarding internal or external settlement confirmation or information change MUFG BANK, LTD. TAIPEI BRANCH Taipei City, TW
Specialist in Loan and Settlement Department 2018-2019
• Handled the end-to-end processing of corporate account openings, organizing an average of 10 new corporate clients per month while ensuring compliance with regulatory requirements and accuracy in documentation
• Oversaw the organization and proper storage of promissory notes as bank collateral, ensuring precise documentation and coherent integration into the internal system for an average of three cases per day
• Processed and integrated 90% of client documents, including IDs, registry form, and governmental licenses, into internal system, ensuring accuracy, compliance, and accessibility for operational use and banker reference
• Engaged in daily negotiations with internal and external clients, serving as a dependable point of contact to address and resolve operational challenges, ensuring smooth transactions and effective problem-solving
• Carried out comprehensive Know Your Customer (KYC) procedures, performing detailed background checks on up to eight clients per month to ensure compliance with regulatory requirements and mitigate financial risks ADDITIONAL
• Community Services (ESG involvement): JPMC Good work school challenge, Water resources recycle
• Passionate classical music enthusiast with nine years of violin experience, including one year as a first violinist in an orchestra and four years performing with a private ensemble
• Computer skills: pivot table, macro, excel modeling formula, Alteryx, Tableau, Python