HONG Zhu
Templestowe,VIC
Summary
Highly motivated and detail-oriented financial professional with a Master of Science in Financial Management from Boston University and extensive experience in stock analysis, trading, and investment management. Demonstrated ability to develop and implement investment strategies, conduct risk assessments, and provide detailed financial reports. Proven track record of supporting administrative tasks, including scheduling, email management, and customer service. Strong organizational, multitasking, and problem-solving skills, with a commitment to maintaining confidentiality and delivering high-quality results. Fluent in Mandarin and English, with exceptional communication and interpersonal skills, ready to contribute to a dynamic team environment.
Overview
10
10
years of professional experience
Work History
Stock Investment Analyst and Assistant
Private Family Business
Templestowe, VIC
01.2020 - 05.2024
- Managed and analyzed U.S. stock investments, providing detailed reports and risk assessments.
- Developed investment strategies and monitored market trends to ensure optimal investment decisions.
- Assisted in administrative tasks, including scheduling meetings, managing emails, and organizing documents.
- Provided customer service support by addressing inquiries and resolving issues promptly and professionally.
- Maintained accurate records of financial transactions and investment performance.
Assistant of Human Resources Department Director
Bühler (China) Investment Co., Ltd
Wuxi, Jiangsu
07.2015 - 12.2015
- Assisted the director to build clear communication channels and effective incentive mechanism
- Assisted the director in inner management of department
- Assisted the execution of company human resources strategy.
Stock Analyst Assistant
Huatai Securities, Jiefang West Branch
Wuxi, Jiangsu
04.2014 - 06.2015
- Explained procedures in easy-to-understand terminology to patients and their families
- Planned and coordinated resources to support project deliverables.
Assistant Accountant
Shanghai Shuangli Textile Co. Ltd
Shanghai, Shanghai
01.2014 - 03.2014
- Coordinated timely payments from vendors, clients and accountholders
- Detailed financial data for management and stakeholders.
Education
Master of Science - Financial Management
Boston University
12.2019
Bachelor of Science - Business Administration
Zhejiang University
09.2016
Skills
- Stock Analysis and Trading: Extensive experience in managing and analyzing US stock investments, developing investment strategies, and monitoring market trends to ensure optimal investment decisions
- Risk Management: Proficient in conducting detailed risk assessments and providing comprehensive financial reports
- Administrative Support: Skilled in handling administrative tasks such as scheduling meetings, managing emails, organizing documents, and maintaining accurate records of financial transactions and investment performance
- Customer Service: Strong ability to provide exceptional customer service, addressing inquiries and resolving issues promptly and professionally
- Human Resources Management: Experience in assisting with human resources tasks, including communication, interpersonal skills, and execution of HR strategies
- Language Proficiency: Native in Mandarin and fluent in English, with excellent verbal and written communication abilities
- Software Proficiency: Proficient in Microsoft Office Suite (Word, Excel), with strong emphasis on data management and report generation
- Organizational Skills: Demonstrated ability to prioritize tasks, manage time efficiently, and adapt quickly in fast-paced work environments
- Team Collaboration: Strong sense of teamwork, with the ability to build relationships with stakeholders and work collaboratively to achieve goals
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Stock Investment Analyst and Assistant
Private Family Business
01.2020 - 05.2024
Assistant of Human Resources Department Director
Bühler (China) Investment Co., Ltd
07.2015 - 12.2015
Stock Analyst Assistant
Huatai Securities, Jiefang West Branch
04.2014 - 06.2015
Assistant Accountant
Shanghai Shuangli Textile Co. Ltd
01.2014 - 03.2014
Master of Science - Financial Management
Boston University
Bachelor of Science - Business Administration
Zhejiang University
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