Interest rate forecasting
Joe Shen
Fixed Income Research/Portfolio Manager
Taipei
Summary
Professional fixed income analyst with strong foundation in financial markets and investment strategies. Adept at conducting thorough market research, analyzing bond performance, and developing insightful reports. Strong emphasis on team collaboration, adaptability, and achieving tangible results. Reliable in dynamic environments, with expertise in risk assessment, portfolio management, and quantitative analysis.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Fixed Income Analyst/Trader
Nanshan Life Insurance Company
01.2020 - 02.2025
- Contributed to asset allocation decisions by providing insights on G7 macroeconomic trends and their impact on fixed income markets, based on deep research of central bank monetary policy, fiscal policy, economic data, event risk.
- Conducted research such as "Using Taylor rule to predict Fed policy rate", "Fed and ECB policy communication", "Building model to predict US election result", "Euro trend factor analysis".
- Conducted routine report such as "Daily Market Brief", "Fed monetary policy preview&recap", "ECB monetary policy preview&recap".
- Coordinated with senior portfolio managers to develop short-term and long-term investment strategies, built investment house view for the whole investment team.
- Conducted scenario analysis to evaluate the performance of different MBS/CMO products, maximized the investment benefits.
Personal Investing/Intern
Fidelity International
06.2018 - 06.2019
- Participated in the weekly news sharing meeting, summarized market research report and delivered key sales points to sales managers.
- Created "Market Traffic Lights" to evaluate the index valuation by using P/E and credit spread.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Education
Master of Management Studies - Financial Management
National Cheng-Chi University
Taipei City, Taiwan 04.2001 -
Skills
Macroeconomic research
Portfolio management
Trading strategies
Timeline
Fixed Income Analyst/Trader
Nanshan Life Insurance Company
01.2020 - 02.2025
Personal Investing/Intern
Fidelity International
06.2018 - 06.2019
Master of Management Studies - Financial Management
National Cheng-Chi University
04.2001 -
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