daniel lin

analyst

About

Experienced Associate with a demonstrated history of working in the financial services industry. Strong professional with a Bachelor of Science (B.S.) focused in Consumer Economics from University of Illinois at Urbana-Champaign.

Country

taiwan

City

taipei city

Industry

financial services

Skill

microsoft excel, powerpoint, microsoft office, microsoft word, social media, data analysis, market research, public speaking, marketing, photoshop, research

Experience

analyst

goldman sachs

associate

state street

2017-7 - Present · 9 yrs 3 mos

analyst

hsbc global banking and markets

2016-11 - 2017-7 · 9 mos

summer analyst

hsbc

2014-7 - 2014-8 · 2 mos

* Assisted in the preparation of a pitch book for a Technology firm client * Research on company's debt structure, changes in cash balance, past and potential future derivative use * Created and/or updated slides for pitch book, including market update, value at risk (VAR), and indicative pricing across the various derivative products offered * Completed executive summary and received invitation to the client meeting

summer analyst

guotai junan securities co., ltd

2013-6 - 2013-8 · 3 mos

* Reviewed mutual funds and SMAs and recommended changes to current investment matrix * Researched and analyzed equities, including stocks of companies undergoing strategic restructuring and undervalued REITs, and prepared report for distribution * Created and compiled presentation materials for semi-annual board meeting

assurance intern

pwc

2012-6 - 2012-8 · 3 mos

Operated Aura (accounting software) to edit financial reports and examine articulations between financial statements Yuanta Financials and MF Global Holdings Ltd companies -Audited transactions in 2 quarters for occurrence, completeness, and accuracy