Open to opportunities

Candy Liu

@candyliu

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Entry-level equity research and financial analysis candidate focused on data-driven valuation.

Taiwan

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What I'm looking for

I’m looking for a role where I can apply valuation modeling, backtesting, and financial data analytics to support investment decisions, learn fast from strong mentorship, and contribute to high-quality research with clear, decision-ready outputs.

I’m a finance-focused student with hands-on experience in equity research and audit analytics, blending rigorous valuation work with practical data reliability thinking. Through internships at Franklin Templeton and Deloitte Taiwan, I’ve synthesized investment insights, evaluated risk and control environments, and translated findings into structured, decision-ready outputs.

In my research projects, I build forecasting and valuation models using DCF, EV/EBITDA comparables, scenario analysis, and sensitivity tables—deriving clear upside cases and the drivers behind operating leverage. I also work across datasets and market tooling (Bloomberg, Lipper, Python, SQL, Tableau) to support backtesting, portfolio evaluation, and multi-asset allocation decisions, with the goal of turning complex financial signals into actionable investment conclusions.

Experience

Work history, roles, and key accomplishments

Audit & Assurance Intern

Deloitte Taiwan

Jul 2025 - Aug 2025 (1 month)

Assessed General IT Controls (GITCs) across databases, operating systems, and business processes for 6 listed companies, translating findings into structured risk assessments and control documentation. Built AI-assisted automation workflows for 3 audit workpaper procedures to evaluate internal controls, regulatory compliance, and data integrity.

Risk Assessment Regulatory Compliance Data Integrity DataBase Systems Operating System

Securities Research Intern

Franklin Templeton Securities

Jan 2025 - Feb 2025 (1 month)

Synthesized insights from 3 alternative asset research articles and private market outlooks across private equity, private credit, and real estate, analyzing direct lending and refinancing activity under evolving market cycles. Executed 10+ mutual fund backtests using Bloomberg and Lipper, evaluating return attribution, Sharpe ratio, volatility, downside risk, and historical NAV performance.

Mutual Fund Backtesting Bloomberg Terminal Lipper Sharpe Ratio Volatility Downside Risk NAV Performance Macroeconomic & Interest Rate Analysis

Education

Degrees, certifications, and relevant coursework

Macquarie University

International Exchange Program, Business

2026 -

Activities and societies: Coursework: Business Forecasting (Excel), Financial Data Analytics (Python), and Financial Statement Insights & Analysis (Modeling).

International exchange program at Macquarie University’s Business School focused on business and finance analytics coursework. Includes study in forecasting, financial data analytics, and financial statement insights.

Soochow University

Bachelor of Accounting and Economics, Accounting and Economics

2022 -

Grade: GPA 3.7/4.0 (Ranked 5th in Class)

Activities and societies: Finance Credit Program; Financial Regulation second concentration; Academics include Finance Credit Program and Financial Regulation concentration.

Bachelor’s degree (double major) in Accounting and Economics at Soochow University, with coursework and academic credits including finance credit and financial regulation concentration. Maintains a GPA of 3.7/4.0 and ranked 5th in class.