Investment Analyst with Trading Experience

PO-TSUNG (STEVE) HUANG

Address: **** ****** ******, ***. ***, Pittsburgh, PA 15206, USA

TEL: 412-***-****

Email: ********@******.***.***

EDUCATION

CARNEGIE MELLON UNIVERSITY, TEPPER SCHOOL OF BUSINESS

Master of Business Administration - MBA

GPA: 3.7/4.0

Pittsburgh, PA

May 2009

‧Tracks: Investment Strategy

‧Concentrations: Finance, Economics, and Quantitative Analysis

‧Memberships: Graduate Finance Association, Alpha (Asset Management) Club, and Public Speaking Club

‧Honors: Merit Scholarship recipient

NATIONAL CHENG CHI UNIVERSITY

Bachelor of Arts in Economics

GPA: 3.5/4.0

Taipei, Taiwan

June 2002

‧Honors: Outstanding Student Scholarship recipient

CFA CANDIDATE

‧Successfully Passed the CFA Level 3 Examination

EXPERIENCE

GOLDMAN SACHS GROUP, INC.

Summer Associate, Global Investment Research, China Real Estate Sector

Hong Kong/Shanghai, China

June 2008-August 2008

‧Recruited as the only summer associate at Goldman Sachs China; rated “Top 5% Performer” by 8 research professionals and was highly ranked amongst 16 interns in the Asia ex-Japan region.

‧Forecasted cash flows generated from retail, residential, and commercial properties, contributing to the publication of 6 research reports, which were subscribed to by 200+ institutional investors.

‧Built DCF and NAV financial models for Franshion Properties (0817.HK) to conclude a buy recommendation, which outperformed the MSCI China Index by 27% in two months.

‧Verified significant liquidity shortfalls from 10 public companies listed on the China A, B, and H share markets by conducting asset-liability matching, interest rate, and sensitivity analyses, protecting clients from potential distress.

POLARIS INTERNATIONAL SECURITIES INVESTMENT TRUST CO., LTD.

Trader, Trading Floor Department

Taipei, Taiwan

November 2004-April 2007

‧Collaborated with cross functional teams on the trading floor. Led equity, derivative, and fixed income traders to employ trading strategies, executing $3 billion worth of transactions per year.

‧Executed convertible arbitrage, equity market neutral, hedged equity, and merger arbitrage strategies while serving as the main trader of the Polaris Multi-strategy Hedge Fund.

‧Rebalanced portfolio weightings to minimize the tracking error between the Polaris Taiwan Top 50 Tracker Fund (TTT) and the Taiwan 50 index while serving as a co-trader of the TTT Fund.

‧Persuaded CEO to electronically automate trading systems, which reduced the labor costs by 20%.

‧Analyzed real time data and applied technical analyses including KD, RSI, and MACD to take advantage of market fluctuations, outperforming the market by an average of 15 bps per transaction day.

‧Earned the title of Annual Best Trader by indentifying an abnormal transaction phenomenon and subsequently making prompt decisions to reduce losses from 10% to 3%.

‧Created and implemented a standard trading procedure, which reduced transaction time by 30% between the investment management department and the trading floor.

ACQUIRERS FINANCIAL CONSULTING CO., LTD.

Financial Consultant, Co-founder

Taipei, Taiwan

June 2004-October 2004

‧Built a team, raised $1.5M of investment funding, and managed the portfolio based on active, passive, long-short, and arbitrage trading programs.

‧Perfected algorithmic trading modules embedded with momentum strategies to manage proprietary portfolios, which appreciated by 30% in 3 months.

‧Constructed option strategies on TWSE Taiwan Index Future including bull spread, bear spread, butterfly, straddle, and strangle strategies to profit from the various market conditions.

ARMY OF R.O.C., MINISTRY OF NATIONAL DEFENSE

Second Lieutenant, Company Chief Counselor

Taichung, Taiwan

October 2002-May 2004

‧Collaborated with the company commander to lead a team of 10 sergeant cadres, training over 1,000 new recruits in military ethics, patriotic education, and fundamental combat skills.

‧Optimized the cash flow management process by investing excess funding into fixed income products; counseled the company commander and financial personnel on budget execution and periodical reporting.

ADDITIONAL INFORMATION

Languages:

Mandarin & Taiwanese (Native), English (Fluent), Cantonese & Japanese (Basic)

Computer Skills:

Bloomberg, DataStream, SAS, EViews, Excel (Solver, @Risk), and PowerPoint

Interest:

Harmonica, wine tasting, sport (badminton & basketball) and poker (Texas Hold'em & Omaha)

Music Awards:

Champion of Free Style Category in 4th Asia Pacific Harmonica Festival Competition 2002 in Japan

Champion of Solo Category in 3rd Asia Pacific Harmonica Festival Competition 2000 in Korea

Champion of Solo Category in 1999 Taiwan Harmonica Festival Competition

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