Australia
Master’s student in Economics at the University of Sydney with a strong foundation in economics, statistics, and data analysis. Experienced in due diligence, product operations, market research, and financial consulting through multiple internships at leading firms. Proficient in SAS, Python, R, and Excel VBA, with a proven ability to deliver actionable insights to support business decisions. Fluent in Mandarin, Cantonese, and English.
Conducted due diligence on various products and companies, preparing comprehensive due diligence reports to support investment decisions. Opened trading accounts for products with major securities firms to facilitate transaction needs. Performed account testing including deposits and withdrawals to ensure trading systems functioned properly.
Conducted in-depth research on broadcasting industry developments and market trends; collected and analyzed industry data to produce research and data analysis reports. Utilized statistical tools and methods to interpret data, identifying potential opportunities within industry trends. Integrated key information from policy updates, industry news, and city developments to provide comprehensive and timely insights for internal decision-making.
Researched financial market trends and various financial products, providing clients with professional investment advice. Developed comprehensive financial planning recommendations tailored to client financial status, investment objectives, and risk tolerance; optimized asset allocation through refined portfolio construction and adjustments. Monitored client portfolios, conducting regular evaluations to ensure alignment with financial goals; adjusted investment strategies based on market changes and client needs. Assisted clients with account setup and provided online support to resolve issues, enhancing client satisfaction and loyalty.