Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ti-Yun Jenny Tsai

Singapore,Singapore

Summary

Experienced in conducting thorough research across various industries, staying up-to-date with the latest developments. Demonstrates exceptional multitasking abilities, efficiently prioritizing tasks and meeting tight deadlines. Thrives both independently and as a collaborative team member, leveraging available resources to foster strong relationships with internal teams and clients.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Partner/Head of IR&PR Division

IPR ADVISORS Ltd.
03.2022 - 12.2023
  • Supported corporate clients by conducting regular investor relations and public relations functions. Provided essential market and industry updates and conducted research.
  • Delivered in-depth equity research to corporate clients and published it using Bloomberg platform.
  • Collaborated with cross-functional teams to ensure effective execution of marketing campaigns
  • Demonstrated exceptional leadership skills in overseeing a small team
  • Organized and facilitated two foreign investor forums partnering with Taiwan Stock Exchange (TWSE).
  • Helped key client to improve its foreign investors holdings from 2% to 13%.
  • Managed to on-board more than 16 public listing clients.

Senior Analyst /Greater China Education Analyst

Morningstar Investment Management Asia Ltd.
09.2019 - 03.2022
  • Responsible for covering China's Education sector as well as other China Non-Tech companies.
  • Contributed to the successful execution of BNP IPOs, specifically focusing on China Education and China Non-Tech Companies.
  • Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
  • Created data models to support decision-making processes.
  • Developed customized reports, summarizing and presenting data.
  • Mentored junior analysts, fostering professional development while enhancing overall team performance.

Director/Vice President /Greater China Consumer/Taiwan Non-Tech Analyst

BNP Paribas Securities Taiwan Limited
05.2011 - 08.2019
  • Lead coverage for China Education, Greater China Textile, Taiwan Bicycle, Greater China Consumer and TW Non-Tech
  • Votes received from major clients such as Capital International, Schroders, Fidelity, FMR, Pyramis, Invesco, JP Morgan, Wellington, Barnings, Mirae, Morgan Stanley, RCM, Blackrock, Henderson, Lazard Asset Management, Manual Life Taiwan, Ignis; also II recognition
  • Supported IPOs on China Education Group (Sole Sponsor) & China East Education Group, Edvantage Group, RYB.
  • Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.

Associate / Mid-Small Cap. Non-Tech Analyst

Morgan Stanley Taiwan Limited
04.2008 - 04.2011
  • Lead coverage including Farglory, Huaku, Giant, Merida, Hotai, Yulon Motor, CMC, Tong Yang, Depo, Formosa Hotel and Ambassador Hotel.
  • Received votes from prominent clients including Schroders, Fidelity, Capital International, and Goldman & TRow Price.
  • Received client recognition through II Votes in 2011.

Associate / TFT-LCD, DRAM & Memory Back-End Analyst

Goldman Sachs (ASIA) L.L.C Taipei
09.2004 - 03.2008
  • Lead Coverage: Powertech, Powerchip, ProMOS, Nanya Tech, Inotera, Winbond
  • Co-Coverages: AUO, CMO, Novatek, Optimax, Sintek, AMTC
  • Received II Votes from clients in 2008, demonstrating outstanding performance in both the Overall and Semiconductor sectors.
  • Votes were received from major clients including Fidelity and Schroders.

Research assistant / Downstream PC, Handset, Components, DSC, TFT-LCD, DRAM

ABN AMRO Asia Ltd. Taipei
12.2002 - 08.2004
  • Monitored and ensured timely completion of research project timelines while maintaining high-quality output.
  • Provided assistance to three analysts in creating research projects.

Assistant Research Fellow/ CTPECC Representative

Taiwan Institute of Economic Research
10.2001 - 12.2002
  • Conducted financial research and compiled relevant data.
  • Played a key role in fostering collaboration and synergy within the CTPECC & APAC member countries task force team.
  • Developed and delivered effective speeches for various audiences on a regular basis.


Education

MBA - Finance

TamKang University (TKU), Taiwan
Taiwan
06.2001

Bachelor of Science - Finance

University of San Francisco
U.S.A.
05.1999

Skills

  • Strong Performance in Research & Analysis
  • Industry Expertise
  • Excellent Communication
  • Client Relationship Building
  • Marketing
  • Administrative Management
  • Staff Supervision

Certification

  • Senior Broker License, Taiwan.
  • Paper I License, Hong Kong

Timeline

Partner/Head of IR&PR Division

IPR ADVISORS Ltd.
03.2022 - 12.2023

Senior Analyst /Greater China Education Analyst

Morningstar Investment Management Asia Ltd.
09.2019 - 03.2022

Director/Vice President /Greater China Consumer/Taiwan Non-Tech Analyst

BNP Paribas Securities Taiwan Limited
05.2011 - 08.2019

Associate / Mid-Small Cap. Non-Tech Analyst

Morgan Stanley Taiwan Limited
04.2008 - 04.2011

Associate / TFT-LCD, DRAM & Memory Back-End Analyst

Goldman Sachs (ASIA) L.L.C Taipei
09.2004 - 03.2008

Research assistant / Downstream PC, Handset, Components, DSC, TFT-LCD, DRAM

ABN AMRO Asia Ltd. Taipei
12.2002 - 08.2004

Assistant Research Fellow/ CTPECC Representative

Taiwan Institute of Economic Research
10.2001 - 12.2002

MBA - Finance

TamKang University (TKU), Taiwan

Bachelor of Science - Finance

University of San Francisco
Ti-Yun Jenny Tsai