Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mengqian Zhang

Halifax,NS

Summary

A motivated, hardworking and team-oriented Master of Finance graduate student with solid finance and accounting background. Key strengths include strong communication skills and problem-solving abilities, with the ability to prioritize and effectively meet goals and deadlines. Ability to work under high-pressure situations, passionate about continuous learning. Targeting an opportunity where I can use the knowledge and showcase my professional skills.

Overview

6
6
years of professional experience

Work History

Operation Administrator

Butterfield Bank
12.2021 - Current
  • Documentation and Record Keeping: Responsible for maintaining accurate and organized records of financial transactions, customer accounts, and other relevant documents. Finished over 30 audit requests per day.
  • Account Reconciliation: Reconcile bank accounts, comparing bank's records with institution's financial records. Reconciliation process helps identify any discrepancies or errors that may need further investigation during audit.
  • Customer Inquiry Handling: Auditors may have questions about specific transactions or customer accounts. Assist by providing explanations, clarifications, and additional documentation as needed to address auditor inquiries.
  • Payment Processing: Responsible for processing various types of payments, including standing orders, wire transfers, ACH transactions, and check payments. Ensure that these transactions are executed accurately and in a timely manner. Completed more than 200 rejects and managed 20 EDI
  • Technology and System Maintenance: Work with technology and payment processing systems have to ensure that systems are up-to-date, secure, and capable of handling volume and complexity of transactions. Need to coordinating with IT department for system upgrades and maintenance. Report and raise tickets once any issues happen.
  • Letter of Credit: Do Loc weekly, run reports and grids. Check final market value of each account to make sure it matches report.

Investment Analyst

China Galaxy Securities Company
01.2020 - 06.2020
  • Industry Research: Stay informed about developments and trends in specific industries or sectors. Industry research helps analysts understand the factors influencing companies within those sectors.
  • Market Trends and Economic Indicators: Monitor and analyze broader market trends, economic indicators, and geopolitical events that may impact financial markets and investment portfolios.
  • Investment Recommendations: Generate investment recommendations based on research findings. The recommendations may include buy, hold, or sell decisions for specific securities or asset classes.
  • Regulatory Compliance: Stay informed about relevant financial regulations and ensure that investment decisions comply with regulatory requirements.
  • Valuation Models: Develop and use various valuation models to estimate the fair value of securities, such as discounted cash flow (DCF) models, comparable company analysis(CCA), and precedent transactions.

Lobby Manager-Intern

China Construction Bank Linfen Branch
01.2018 - 03.2018
  • Customer service: Complete customer triage according to customer demand during busy bank hours, reduce pressure on the number of people in the lobby, and provide a comfortable environment for customers, with a maximum of over 50 customers in a single day.
  • Business handling: Follow up customer communication, complete customer deposits and print vouchers. Assist customers in completing account cancellation, card opening transfer, and online banking opening work, with a positive rate of 100%.
  • Data sorting: Complete business vouchers, customer data grade, classification, and filing regularly to make sure accuracy and timely. Organized and verified client’s information via Excel and backed up the data.
  • Reconciliation: Responsible for bank-enterprise reconciliation work, notify customers of
    reconciliation through SMS, telephone, paper bill delivery, etc., daily statistics on reconciliation rate, quarterly reports to analyze data and improve reconciliation work.
  • Financial advisor: Meeting and communicating with clients, mastering their information, analyzing their basic conditions, grasping their financial goals and needs, and providing them with financial advice; guiding clients to record their financial income and expenditure and asset and liability accounts, analyzing their financial income and expenditure status, and judging their financial status.

Education

Mater of Finance

Saint Mary’s University
Halifax, NS
08.2021

Bachelor’s Degree, Finance

Xi'an University of Finance And Economics
Xi’an, Shaanxi
07.2019

Skills

  • Proficient in Microsoft office tools and outlook
  • Proficient in Flexcube, Oracle system, Imanage and CMP
  • Good Verbal and Written Communication
  • Customer Service
  • Staff Support
  • Good time management

Languages

English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Korean
Limited Working

Timeline

Operation Administrator

Butterfield Bank
12.2021 - Current

Investment Analyst

China Galaxy Securities Company
01.2020 - 06.2020

Lobby Manager-Intern

China Construction Bank Linfen Branch
01.2018 - 03.2018

Mater of Finance

Saint Mary’s University

Bachelor’s Degree, Finance

Xi'an University of Finance And Economics

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Mengqian Zhang