Caufield

Bachelor of Business (Banking and Finance)

Monash University

Business

Finance

Banking

Economics

Statistics

EViews

SPSS

Bachelor Degree - Bachelor of Business (Banking and Finance)

Parkvile

Master of Information Systems

University of Melbourne

 Participated in the training program for fund management team; quickly got an overall understanding of the Australian fund industry, the company's main product composition, financial indicators, channel construction and sales performance, etc. Wrote investor feedback report for the fourth quarter of 2017; did economic analysis of Australian business, real estate and tourism industry; collected

VISIONARY INVESTMENT GROUP 

 Intern Fund Management 

CAREER OBJECTIVE
Based on interests of Business Analytics, Consulting , Fund Management, Investment banking. To obtain a challenging and rewarding internship position in the past that allows me to utilize my past training while gaining valuable work experience in a team-oriented environment.

SUMMARY OF QUALIFICATIONS
• Strong capability in working with business analytics, mathematical acumen, excellent communication skills and possess strong analytical abilities in dealing with clients and stakeholders. 
• Comprehensive educational background in Information Systems, Finance, Statistics and Business.
• High degree of accuracy, initiative, and adaptability; ability to perform tasks under minimal supervision. 
• Ability to apply qualitative and quantitative techniques to analyse process performance and to assess the impact of process changes.

Seeking to be involved in Business Analytics, Consulting and Fund Management 

Provided course counseling for university students majoring in Finance、 Portfolio Investment, as a course consultant and teaching staff 

NAVIGATOR UNION

 Tutor and Consultant

Organized daily industry news, project progress and company announcements, passed the key information on to customers; maintained the company's daily project promotions and operations  Learned relevant knowledge of equity crowdfunding and the company's products, participated in the GreenNRG equity crowdfunding project; analyzed the data reports and financial statements and designed the web page

XIAOWEI ZHANG （Johnny） / Bachelor Degree - Bachelor of Business (Banking and Finance)

Bachelor of Business (Banking and Finance)

Monash University

Progress

Skills