SHUO-JEN (ERIC) CHEN
7901 Candlewood Pl  Greenbelt, MD 20740  585.755.2528  shuo-jen.chen@rhsmith.umd.edu
https://www.linkedin.com/in/shuojenchen/
EDUCATION
Robert H. Smith School of Business, University of Maryland, College Park, MD
Master of Business Administration, Focus Area: Finance, Cumulative GPA: 3.7

Mayer Fund, Equity Research Analyst
。 Selected as one of 10 students to manage business school’s $3.5 million endowment portfolio
。 Cover Energy and Utilities Sector

Co-President, Asian MBA Association; VP of Career Development, Finance Association

Graduate Assistant, Department of Finance
National Taiwan University (NTU), Taipei, Taiwan
Bachelor of Business Administration, Finance, GPA: 3.7

Captain, NTU Department of Finance Men’s Basketball Team; first place, NTU Basketball Championship, 2006
2016
2007
PROFESSIONAL EXPERIENCE
Taiwan Semiconductor Manufacturing Company (TSMC), Hsinchu, Taiwan
2015
Finance Intern

Project: Long-term stock price analysis for TSMC’s two affiliates – Vanguard International Semiconductor and
Motech Industries. Conducted foundry and solar panel industry analyses, respectively, to explain reasons for price
changes of these two companies and to provide recommendations for increasing TSMC’s equity value.

Performed macroeconomic market update twice a week with FX team.

Summarized customers’ quarterly earnings results for financial planning team.
First Capital Management, Taipei, Taiwan
2010-2014
Analyst, Equity Research Department

Prepared weekly/monthly macroeconomic and investment focused research reports for over five investment-related
units under First Financial Holding and affiliated institutional investors; reports utilized by Portfolio Managers to
facilitate asset management decisions.

Increased coverage of Taiwan’s healthcare sector, to over 30 companies. Constructed financial models to forecast
earnings and performances of these firms, using historical PE and PB valuation as well as DCF methods; provided
appropriate investment recommendations.

Mentored three junior team members; trained them in data base proficiency, financial modeling, and presentation
skills. Hosted regular group meetings to establish research topics, generate investment ideas, and facilitate
intra-group communications; increased coverage in biotechnology sector from 30+ to 70+ stocks.
Ta-Yung Hsing Yeh Co., Ltd., Taoyuan, Taiwan
2009-2010
Assigned to Ta Shee Blooming Oasis, a recreational farm, for turnaround management.
Supervisor, Administration Department (2010)

Managed two team members. Collaborated with finance department at parent company to facilitate internal audit
process and to build the standard operating procedure (SOP) of stocktaking.

Integrated operating financial statement into redesigned Point of Sale (POS) system, thereby streamlining
procedures for acquiring daily revenue and product sales data from all concession stands.
Specialist, Administration Department (2009-2010)

Prepared daily and weekly operating financial statements for internal management use.

Coordinated annual budget planning by hosting fact-finding meetings with managers from all departments;
summarized proposed plans and financial needs of departments and completed budget planning process on time.
China Wealth Management Corp., Taipei, Taiwan
2009
Research Assistant

Researched various sectors in Taiwan; generated reports on semiconductor, memory and steel industries for clients.
Security Examination Brigade, Aviation Police Office, Taoyuan, Taiwan
Substitute Service Draftee

Served in Aviation Police Office in fulfillment of mandatory military service.
ADDITIONAL INFORMATION

Proficient use of Bloomberg Terminal

Languages: Mandarin (native), Japanese (basic)

CFA Level III Candidate
2007-2008