Huan Tseng
Financial Analyst @Griffinest Asia Securities, Llc
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WORK HISTORY
Financial Analyst @Griffinest Asia Securities, Llc
Los Angeles, CA, US
One of the main broker/dealer that provides full services to financial institutions in Taiwan. • Establish database and utilize both technical and fundamental analysis to track firm’s financial performance; identify variables that affect firm’s performance each month; engage with business team of five to evaluate business strategy of the firm to consistently generate income.• Conduct equity research mainly through Bloomberg platform to identify trends of stock market; manage specific equity reports based on clients’ inquiries in different industries.• Reporting and reconcile annual 12b-1 fee and monthly commission rebate to clients; responsible for generating weekly commission report to every registered representative in the firm and present sales performances to CEO.• Building user-friendly model through Excel to prepare custodial fee reports to clients and create instruction by utilizing PowerPoint to colleagues, reducing time of preparation by 50%.• Communicate with different departments of Pershing, LLC and fund companies such as PIMCO to solve clients’ problems; act as liaison to clients and our business partners.
EDUCATION
University of Rochester
Master of Science (MSc)
Soochow University
Bachelor of Arts (B.A.)
Taipei Wego Private Bilingual Senior High School
High School
SKILLS
ABOUT HUAN TSENG
Contact Info: H••••••••@simon.rochester.edu
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