Yi-Jhen Tsai ytsai53@asu.

edu
1028 E Orange St #2089, Tempe, AZ 85281 (480) 450-6251

EDUCATION
W. P. Carey School of Business at Arizona State University August 2021– May 2022
Master of Finance (Ms-Fin): Financial Mathematics Tempe, AZ
• Relevant Coursework: Financial Accounting Managerial Finance, Investment Strategies, Derivatives, Advanced Corporate
Finance, Fixed Income, Risk Mgmt in Banks & Fncl Inst, Finance Capstone, Quantitative Methods Fin
Tamkang University September 2014 – June 2018
Bachelor of degree (BS), Department of Banking and Finance Taipei, Taiwan
• Relevant Coursework: Financial Accounting, Taxes & Business Decisions, Fundamentals of Finance, Business Statistics,
Money and banking, Financial Management, investment bank, Individual economics, General economics

PROFESSIONAL EXPERIENCE
Securities Specialist September 2020 – June 2021
Capital Securities Corporation Taichung, Taiwan
• Analyzed and evaluated the stock market data, reached trading volume of 200 million NT dollars in 8 months ranked 5th in
company and1st in first year associates
• Preparing Investment Memorandums presented to the Investment Department for securities transactions
• Conducted in-depth trend analysis and risk return analysis, initiated preliminary planning procedures, developed and
implemented investment strategies based on clients’ short-term and long-term objectives

Accounting Clerk July 2019 – May 2020

Taiwan Mobile Co., Ltd. Douliu, Taiwan
• Prepared and finalized monthly accounts reconciliations, adjusted for discrepancies and miscellaneous on P&L statement
• Assist Accounting Manager with monthly financial planning and budgeting process by using Excel skillset
• Assist in preparing materials for audits and tax filing as needed

PROJECT EXPERIENCE
Capstone Project
• Constructed a comprehensive portfolio to achieve above benchmark return
• Conducted fundamental analysis using data from Bloomberg using Excel and Python
• Optimized portfolio weights using historical efficient frontier, back tested portfolio strategy, performed data visualization
using Python

Core-Satellite Portfolio Project

• Analyzed and combined stock data using the Treynor-Black model, built a feasible market portfolio that provided above
benchmark return on a risk-adjusted basis
• Identified stock mispricing and market anomalies, analyzed companies’ financial statements and corporate governance,
compared key ratios across sections to ensure reasonable investment suggestions
• Developed solid investment plan based on Free Cash Flow and Gordon Growth model, adjusted assets weights, short sell
to hedge and achieve optimal portfolio performance

Campaign Experience
Investment Demo Trading Competition of Tamkang University
• Built investment portfolio in stock market to maximize the return, ranked 4th in 2017 and 5th in 2018

SKILLS & ACTIVITIES

• Computer Skills: Microsoft Office (Word, Excel, PowerPoint, Outlook), Python
• Technical Skills: Financial Statement Analysis, Fundamental Valuation, Credit Analysis, Project Management
• Activities: Basketball club, English conversation club, Go club