Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Intern, Information Technology Group
Guosheng Securities Co., Ltd.
Beijing, China
06.2023 - 09.2023
Monitored daily transactions, analyzed market conditions, and evaluated trading behavior, preparing reports such as daily, weekly, and monthly reports
Built data drafts for in-depth company reports, including historical financial data, equity structure, and main business activities
Conducted industry trend analysis, market drivers, and financial data analysis to support preliminary company analysis
Organized and participated in national branch meetings to discuss and improve trading supervision models, drafting meeting minutes
Updated and tracked data, including fund rates, bond issuance in the primary market, and market hotspots
Attended multiple investment banking business training courses to gain initial exposure to investment banking.
Credit Manager Assistant
Agricultural Bank of China
Jining, China
06.2021 - 08.2021
Introduced loan services to customers, assisted in acquiring clients, and organized client information to help credit managers secure clients
Maintained loan customer relationships and provided consultation services
Analyzed applicants' personal and business credit ratings based on credit reports, using models to estimate eligible loan amounts
Conducted field research on small businesses in specific commercial areas, independently wrote reports on loan amounts and interest rate settings, and presented in group meetings.
Education
Bachelor of Arts in Economics -
Western University, Kings College
London, Canada
08.2024
Skills
Proficient in English with excellent written and verbal communication skills
Proficient in Microsoft Office (Word, Excel, PowerPoint), SPSS, Python, and Java
Strong data analysis and financial modelling capabilities
Excellent time management and organizational abilities
Strong team player with effective communication and relationship-building skills
Volunteer Experience
Team Leader, Environmental Awareness Campaign, London, Canada, 02/2023, 04/2023, Formed a team to distribute free eco-friendly paper bags at major shopping malls., Promoted the importance of environmental protection to raise public awareness.
Coordinator, New Student Orientation, London, Canada, 08/2022, 01/2023, Planned and divided tasks among team members., Arranged new students' study and living arrangements, including course selection guidance and essential services setup., Organized and coordinated orientation activities and welcome events for new students.
Public Relations Director, Yi Rong Organization, London, Canada, 09/2021, 09/2022, Negotiated partnerships with local businesses to bring valuable benefits to the organization and address information asymmetry challenges., Collaborated with business representatives to offer 20% discounts to organization members., Utilized financial expertise and negotiation skills to identify cost-saving opportunities, contributing to the organization's sustainability and member value.
Event Execution Assistant, Dream Team, London, Canada, 09/2021, 04/2022, Organized and executed an online charity sale event during the Spring Festival to provide learning and development opportunities for underprivileged children., Coordinated cross-functional teams and external vendors to ensure smooth event logistics, including venue selection, budget, and contract management.
Hobbies and Interests
Public Speaking
Skiing
Acting
History
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Intern, Information Technology Group
Guosheng Securities Co., Ltd.
06.2023 - 09.2023
Credit Manager Assistant
Agricultural Bank of China
06.2021 - 08.2021
Bachelor of Arts in Economics -
Western University, Kings College
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