ELENA ZHANG
Sydney,NSW
Summary
CFA Level I candidate with a strong foundation in market analysis, client advisory, and portfolio support across FX and CFD markets. Experienced in interpreting macroeconomic trends, applying both fundamental and technical analysis to guide investment decisions, and managing €2–3 million in monthly client inflows. Skilled at delivering financial insights and supporting AML and onboarding processes. Seeking roles in asset management, investment operations, or research where analytical strength and market insight can drive performance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Vice President of Sales
BCR Co.
Sydney, NSW
11.2022 - 03.2023
- Directed a sales team to achieve quarterly revenue goals while managing strategic client accounts.
- Served as primary contact for high-value clients, ensuring seamless delivery of tailored products and services.
- Collaborated cross-functionally to improve service efficiency and enhance client experience.
- Used account metrics to support accurate forecasting and performance evaluations.
Relationship Manager
Exinity Group (FXTM)
Sydney, NSW
09.2021 - 11.2022
- Managed a portfolio of over 500 international clients, specializing in FX and CFD derivatives.
- Achieved €2–3 million in monthly client funding inflows, ranking in the top 5% globally.
- Provided tailored market insights and trade ideas using macroeconomic trends, fundamental analysis, and technical chart patterns.
- Collaborated with compliance and operations for AML, onboarding, and trade support.
- Led training sessions and mentored new hires to scale client servicing capabilities.
Customer Service Representative
eToro
Sydney, NSW
07.2020 - 09.2021
- Delivered first-line support across chat, phone, and email for global trading platform users.
- Diagnosed and resolved issues related to account funding, trade execution, and system functionality.
- Conducted ID verification and transaction review to meet AML and compliance standards.
Education
Master of Commerce - Business Analytics
University of New South Wales
Sydney, NSW06-2024
Bachelor of Construction Management And Property - Construction Management
University of New South Wales
Sydney, NSW08-2019
Skills
Core finance and investment:
portfolio analysis, asset allocation, risk management, equity/fixed income fundamentals, financial modeling (Excel, DCF)
Technical tools: Power BI, SQL, Python (basic), Salesforce, MT4/MT5, TradingView
Client and regulatory: client relationship management, AML/KYC compliance, trade support (FX and CFDs)
Certification
- CFA Level I Candidate (Exam completed May 2025; results pending)
Accomplishments
- On the Faculty of Built Environment Dean's Merit List, UNSW
References
References available upon request.
Timeline
Vice President of Sales
BCR Co.
11.2022 - 03.2023
Relationship Manager
Exinity Group (FXTM)
09.2021 - 11.2022
Customer Service Representative
eToro
07.2020 - 09.2021
Master of Commerce - Business Analytics
University of New South Wales
Bachelor of Construction Management And Property - Construction Management
University of New South Wales
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