Summary
Work History
Education
Skills
PROJECT
Timeline
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JIAWEI LIU

JIAWEI LIU

Summary

Recent graduate Finance and Management candidate with excellent research, technical and problem-solving skills, enthusiastic and dedicated individual seeking a Commercial Associate position. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Excited to contribute to the team's objectives through financial analysis, risk management, and industry insights.

Work History

Intern, Financial Analysis Assistant

Bank of Communications Co.Ltd
Guangzhou, China
07.2021 - 08.2021
  • Shadowed team members to enhance skills and contribute to finance objectives.
  • Assisted senior financial analysts in analyzing financial statements and credit risk assessments for diverse clients.
  • Identified process improvement opportunities, gaining support to implement improvements with team.
  • Leveraged communication and presentation skills to present project results to senior management.
  • Developed and utilized spreadsheets, databases and other computer applications to complete assigned tasks.
  • Assisted in preparing weekly, monthly, quarterly and annual financial reports.

Education

BBA - Specialist in Finance And Management

University of Toronto
Toronto, ON
06.2023

Skills

  • Financial analysis and modeling
  • Risk assessment and management
  • Market research and industry analysis
  • Strong interpersonal and communication skills
  • Proficient in MS Office Suite (Excel, Word, PowerPoint)
  • Detail-oriented and analytical mindset
  • Time management and organization

PROJECT

Simulation-RPM (Rotman Portfolio Manager) Investment Challenge

January 30, 2023-March 31,2023

  • Collaborated with a team to develop and execute investment strategies, including asset allocation, risk assessment, and stock selection.
  • Analyzed market trends, economic indicators, and company financials to inform investment decisions.
  • Demonstrated strong analytical skills and financial acumen in creating and managing a diversified portfolio.
  • Evaluated portfolio performance and made strategic adjustments to maximize returns within specified risk parameters.
  • Presented investment strategies and rationale to a panel of industry experts, refining presentation and communication skills.

Timeline

Intern, Financial Analysis Assistant

Bank of Communications Co.Ltd
07.2021 - 08.2021

BBA - Specialist in Finance And Management

University of Toronto

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JIAWEI LIU