Chao Lin Chang

Scrum and Cross-functional Collaboration:

• Agile Adoption: Promoted Scrum and agile practices for rapid, flexible development.
• Event Tracking: Coordinated GA4 event planning and GTM development with R&D and Operations.
• CDP Deployment: Partnered with international vendors to deploy and validate a CDP system.

AI Application:

• Tagging System: Developed an ML-driven tagging system to enhance targeted marketing efficiency.
• Recommendation Engine: Implemented AWS Personalize with collaborative filtering to boost CTR by 5–10%.
• Text2SQL Interface: Co-created a natural language query tool using LLM API for internal data access.

Data-Driven Initiatives:

• Growth Experiments: Led a cross-functional team to run A/B and multivariate tests using Google Optimize.
• UI Redesign: Rolled out two successful redesigns that improved engagement metrics by 20–40%.

Data Infrastructure:

• Modernized Processing: Transitioned to an ELT architecture with Airbyte, dbt, and BigQuery, improving data quality and reducing costs by ~40%.
• Development Workflow: Shifted from Git Flow to Trunk-Based Development for faster iterations.
• Automation: Streamlined GitHub Actions and managed cloud services using Terraform.

Data Governance:

• Quality Standards: Established GA4 event specifications to ensure clean data.
• Pre-Deployment Testing: Instituted data quality tests for pipelines before deployment.
• Continuous Monitoring: Utilized GCP tools to monitor GA4 and CDP streaming data.

Internal Training:

• Skill Workshops: Conducted Looker Studio and GA4 Console sessions to empower non-technical teams.
• Mentorship: Mentored interns through the complete process of building end-to-end data pipelines.

Financial Products Risk Management & Corporate Operations Analysis:

• Automated Data Consolidation: Implemented an Excel VBA mechanism to aggregate financing customers’ share concentration and stock liquidity data, cutting report production time by 90% (from 2 hours to 12 minutes).
• Risk Backtesting Automation: Collaborated with IT to develop an automated risk backtesting process, reducing report generation time by 85% (from 1 hour to 9 minutes).
• Quantitative Portfolio Analysis: Conducted regression analysis on long-short trading positions to ensure strategic and hedging alignment, enabling informed investment strategy adjustments.

Market Data Analysis & Risk Control:

• Integrated Data Framework: Engineered a framework using MSSQL and Excel VBA to consolidate data from Taiwan’s listed and OTC markets.
• Predictive Modeling: Developed R-based models to estimate default distances and probabilities for listed companies, serving as key investment indicators.
• Risk Reporting: Employed MSCI Risk Metrics for risk valuation, sensitivity analysis, and stress testing; integrated results into MSSQL and generated comprehensive risk control reports via Excel VBA.

Cross-functional Collaboration:

• Risk Strategy Coordination: Coordinated with trading units (bond, brokerage, underwriting) to strategize risk control for overexposed positions, mitigating potential losses.
• Strategic Reporting: Drafted detailed financial and operational reports offering risk management recommendations for target investments.
• Standard Setting: Collaborated with investment, compliance, and accounting teams to establish risk control standards and parameters.
• System Debugging & Data Validation: Facilitated IT and trading unit collaboration to debug risk control systems and validate data, leading to the successful automation of risk backtesting reports.