Chen Wei Ku
Chicago,IL
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
2
2
Languages
5
5
years of post-secondary education
6
6
years of professional experience
Work History
Finance Manager
Stratagaming
San Francisco, CA
11.2016 - Current
- A startup company that develops free games on iOS and Android platforms for all users, Designs and works with complex financial models for discounted cash flow, market multiples, market transactions and underlying asset performance.
- Collaborates with CFO to manage financial forecasting and planning processes, oversee cash management, and explore investment opportunities.
- Implements business financing plans and regarding short and medium term operating cash flow forecasts, target markets, and future earnings.
- Reviews and analyzes monthly financial results to evaluate financial performance of organization and provide insights and recommendations to Executive Team LEADERSHIP Taiwanese Student Association at UIC.
Associate Banker
JPMorgan Chase & Co
San Francisco, CA
04.2019 - 03.2020
- Engaged with 20+ clients daily to understand their financial needs and implemented demand analysis based on their asset scale, life objective, and risk tolerance.
- Assisted new and existing clients to open personal accounts, resolved issues related to online banking services, and helped corporate and small business accounts with online business banking.
- Managed general business processes, including new account origination, cash management, loss reporting, currency exchange, and inbound/outbound remittance.
Investment Analyst
Kangyue Engineering Company and Kangyue Painted Space Interior Design Company
Taipei, Taiwan
06.2013 - 09.2013
- Formulated an in-depth research of the APAC building material market and presented potential expansion strategies to the management, increasing sales by 12%.
- Conducted bottom-up fundamental research, analyzed capital structure, and constructed revenue models to forecast future earnings of 3 potential acquisition targets in Japan.
- Collected historical financial data of 5 competitors, built financial models, and conducted comp analysis to value our own company and forecast the future growth.
- Analyzed company’s portfolio performance, prepared portfolio summaries, and updated China markets investment outlook to the CFO on a daily basis.
Education
M.B.A - Financial Markets And Asset Management
University of Illinois At Chicago
Chicago, IL 01.2021 - 01.2022
B.A. - History
Soochow University
Taipei 09.2012 - 06.2016
Skills
Advanced Excel, Python, VBA, R Programming, Bloomberg
undefinedTimeline
M.B.A - Financial Markets And Asset Management
University of Illinois At Chicago
01.2021 - 01.2022
Associate Banker
JPMorgan Chase & Co
04.2019 - 03.2020
Finance Manager
Stratagaming
11.2016 - Current
Investment Analyst
Kangyue Engineering Company and Kangyue Painted Space Interior Design Company
06.2013 - 09.2013
B.A. - History
Soochow University
09.2012 - 06.2016
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