Summary
Overview
Work History
Education
Skills
Timeline
Generic

TONGYU ZHENG

North york,Canada

Summary

Highly motivated finance graduate with a Master’s in Finance from the University of Glasgow( the UK) and a Bachelor’s in Commerce from York University (Canada). Recently completed CFA Level I exam, demonstrating a strong commitment to deepening financial knowledge and expertise. Proficient in financial analysis, investment strategies, and client relationship management. Experienced in working with clients at a leading securities firm, providing market analysis and assisting in financial planning. Skilled in utilizing financial tools on investment research, portfolio management, and financial reporting. Strong problem-solving abilities, attention to detail, and the ability to deliver tailored financial advice to meet client objectives.

Overview

3
3
years of professional experience

Work History

Bartender&Waitress

Dim Sum restaurant
Glasgow City, Glasgow, UK
09.2023 - 07.2024

-Greeted customers and provided excellent customer service.

-Prepared alcoholic and non-alcoholic beverages according to recipe standards.

-Ensured proper sanitation of bar area, glassware, utensils, and equipment.

-Kept track of all orders made by customers and communicated them promptly to kitchen staff.

Audit&Assistant

Deloitte
03.2023 - 06.2023

Audit Intern, FSI Group – Deloitte
- Participated in the preparation and review of audit reports for the 630 project team at China Post Securities, focusing on general ledger transaction reviews and identifying errors or irregularities.
- Took responsibility for data organization, report drafting, and accuracy checks, ensuring all reports and data were precise and reliable.
- Recognized by leadership for high efficiency and meticulous attention to detail.
- Assisted in audit tasks from planning to finalization, contributing to the successful completion of multiple projects.

Waitress

Yuan Restaurant
Toronto, Ontario
06.2021 - 12.2021

-Tailor dish recommendations to suit the tastes and preferences of individual guests.

-Facilitate clear and efficient communication between the kitchen staff and guests to ensure accurate orders and a smooth dining experience.

-Checked back with customers throughout meal service to ensure satisfaction.

Assistant of Digital Finance Department

Guotai Junan Securities
06.2021 - 09.2021

-Actively engaged in client outreach and successfully contributed to marketing efforts, resolving issues and enhancing client satisfaction.

-Collaborated with investment consultants to prepare capital market analysis reports, providing valuable insights and data.

-Played a key role in organizing company activities, further developing strong organizational and coordination skills.

Education

Bachelor of Commerce With Hornour - Finance

York University
Toronto, Canada

Master of Finance - International Finance

University of Glasgow
Glasgow, UK

Certifications -

CFA Level I Candidate (Exam Taken [August, 2024])
Toronto, Canada

Skills

  • IT: MS Office, Bloomberg, Zoom Video, Stata, Oanda Foreign Exchange, Stocktrack
  • Language:Fluent in English,Mandarin Korean(Intermediate)
  • Portfolio Management & Investment Analysis
  • Customer Relationship Management
  • Adaptability & Cross-Cultural Communication
  • Sales, Negotiation & Presentation Skills
  • Leadership & Advisory

Timeline

Bartender&Waitress

Dim Sum restaurant
09.2023 - 07.2024

Audit&Assistant

Deloitte
03.2023 - 06.2023

Waitress

Yuan Restaurant
06.2021 - 12.2021

Assistant of Digital Finance Department

Guotai Junan Securities
06.2021 - 09.2021

Bachelor of Commerce With Hornour - Finance

York University

Master of Finance - International Finance

University of Glasgow

Certifications -

CFA Level I Candidate (Exam Taken [August, 2024])
TONGYU ZHENG