Yu Chia Chen
Yilan,Yilan
Summary
Results-driven professional with expertise in investment research, market analysis, and financial analysis. Demonstrates a strong understanding of capital markets, asset valuation, and strategic goal management. Committed to ethical responsibility while delivering data-driven insights to support informed decision-making. Adept at aligning financial strategies with organisational objectives to drive sustainable growth.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Pool lifeguard
LI,DA-SHUN
Yilan, Yilan
10.2019 - Current
- Monitored aquatic environments to identify potential hazards.
- Administer immediate medical assistance to address urgent health concerns.
- Maintained readiness for rapid-response rescue protocols under pressure.
- Conducted daily inspections of facility equipment and water chemistry ensuring compliance with health and safety regulations.
- Responded swiftly to emergencies, ensuring safety and security of facility operations.
Junior Securities Broker
Yuanta Securities Co., Ltd.
Yilan, Yilan
10.2025 - 12.2025
- Conducted market research by producing daily analytical reports on global macro trends and technical indicators ensuring adherence to institutional-grade standards for market evaluation.
- Supported business development efforts by aiding in the acquisition of 10+ new client accounts within a two-week period demonstrating effective communication in a high-pressure environment.
- Assisted in managing the client onboarding lifecycle resolving technical issues related to mobile trading applications while ensuring compliance with KYC and regulatory standards.
Education
Bachelor of Business Administration - International Business Management
Shih Chien University
Guishan, Kaohsiung 09.2014 - 06.2018
Skills
- Investment Research & Market Analysis
- Asset valuation
- Strategic Goal Management
- Understanding of capital markets
- Ethical responsibility
- Financial analysis
Languages
English
Upper intermediate (B2)
Chinese (Mandarin)
Native
Certification
Passed CFA Level ll exam
Accomplishments
- Directed a team of 6 to conduct in-depth research.
- Coordinated workflow and project timelines, ensuring 100% on-time submission of comprehensive analysis.
- Featured in the National Central Library (NCL) Taiwan Periodical Literature System.
Project Lead | Senior Graduation Capstone Project
Topic: The Impact of Chief Detaining on Stock Performance-Evidences on Taiwan's Listed Firms.
Timeline
Junior Securities Broker
Yuanta Securities Co., Ltd.
10.2025 - 12.2025
Pool lifeguard
LI,DA-SHUN
10.2019 - Current
Bachelor of Business Administration - International Business Management
Shih Chien University
09.2014 - 06.2018