Summary
Work History
Education
Skills
Other Experience
Certificatesandskills
Hobbies
Timeline
Generic
Jiacheng (Steve) Yu

Jiacheng (Steve) Yu

Melbourne,VIC

Summary

A highly motivated Master of Data Science candidate in the penultimate year of studies, with a background in the finance industry involving data-related tasks. Experienced in utilizing data to accurately interpret findings, with a keen interest in leveraging data to enhance business performance and drive strategic decisions. My goal is to seek an internship opportunity to gain hands-on experience in data analysis and business analytics as well as further developing my skills and contributing effectively to organizational goals.

Work History

Financial Consultant/Analyst

Lianchu Securities Co., Ltd.
06.2022 - 02.2024
  • Identified and assessed companies with financing needs, thoroughly evaluated their financial backgrounds, and prepared comprehensive reports to facilitate capital raising.
  • Conducted detailed analyses of small and medium-sized enterprises (SMEs), including due diligence, research, and financial assessment, and prepared the necessary documentation to support their registration with the National Equities and Exchange Quotations and Stock Exchange Market.
  • Built strong client relationships through consistent communication and exceptional customer service by face-to-face meeting, providing professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivated strong client relationships through proactive communication and exceptional customer service; Conducted personalized, face-to-face meetings to deliver expert advice on investment opportunities, products, and services tailored to individual client needs.
  • Organized and led weekend workshops and events focused on personal finance to educate clients on effective money management practices.

Research Centre Intern

Essence Securities Co., Ltd.
11.2020 - 01.2021
  • Conducted research and gathered domestic and overseas macroeconomic data to establish and maintain a comprehensive database.
  • Collaborated with analysts in crafting investment strategy reports and specialized reports.
  • Utilized WeChat public account platform to disseminate investment strategy reports and specialized content to targeted audiences.

Asset Management Intern

Huarong Securities Co., Ltd.
04.2020 - 10.2020
  • Gathered and synthesized comprehensive information on industries and specific companies, preparing detailed private placement reports based on thorough research and analysis of market dynamics, company performance, and industry trends.
  • Participated actively in Consistent Supervision Sessions for new companies joining the Over-the-Counter (OTC) market.
  • Conducted compliance reviews on information disclosure documents to ensure regulatory compliance and transparency.

Financial Advisor Intern

CreditEase Wealth Management Co., Ltd.
  • Assisted senior financial advisers in providing investment allocation plans for clients
  • Researched and analysed investment opportunities across a variety of financial products and services
  • Coordinated communication between financial advisors and clients

Intern, Go-Cash Investment Club

Ivory Capital Asia
11.2017 - 01.2018
  • Analyzed recent financing and mergers & acquisitions (M&A) transactions, identifying trends and market implications.
  • Recorded and translated details of recent financing and M&A transactions, summarizing key information for internal use.
  • Initiated transaction analysis reports, providing strategic insights and recommendations.
  • Participated in project investigations, collecting industry information and conducting thorough analyses to support decision-making processes.

Education

Master of Data Science -

Monash University
Melbourne, VIC
12.2025

Master of Data Science -

Monash University
06.2019

Bachelor of Finance -

University of Adelaide
Adelaide, SA
07.2019

Skills

  • SQL
  • Python Programming
  • R Programming
  • MS Office Suite
  • Research and Data Analysis
  • STATA
  • Excel

Other Experience

  • Adelaide Business Students Society, Adelaide, Australia, International Student Representative, 01/2018 - 01/2019, Promoted academic events and expanded their outreach particularly to international students, Involved in hosting considerable amounts of events for the students, i.e. UBS Investment Banking Challenge, ABSS Business Ball, M&A Information Session, etc
  • Adelaide University Student Representative Council, Adelaide, Australia, General Councillor, 12/2015 - 12/2016, Presented motions which are of benefit to all university students on and off the campus, Assisted in planning and promoting social and other events such as "Stress Less Day" which helps the students relieve the pressure before the exams
  • Adelaide University Chinese Students and Scholars Association, Adelaide, Australia, Event Director, 02/2016 - 12/2016, Led a group of 20 student members to organise several major events on campus, such as "Flea Market" and "Mid-autumn Festival Party" which attracted 400+ of audiences

Certificatesandskills

English (Fluent), Mandarin (Native), Shanghainese (Native), Cantonese, SAC, Bloomberg, Eikon, Thompson One, Capital IQ, Wind, Microsoft Office, STATA, MATLAB

Hobbies

• Undertaking short courses related to business, technology and other subjects on a periodic basis as ongoing professional development.

• Attending networking and industry events.

Timeline

Financial Consultant/Analyst

Lianchu Securities Co., Ltd.
06.2022 - 02.2024

Research Centre Intern

Essence Securities Co., Ltd.
11.2020 - 01.2021

Asset Management Intern

Huarong Securities Co., Ltd.
04.2020 - 10.2020

Intern, Go-Cash Investment Club

Ivory Capital Asia
11.2017 - 01.2018

Financial Advisor Intern

CreditEase Wealth Management Co., Ltd.

Master of Data Science -

Monash University

Master of Data Science -

Monash University

Bachelor of Finance -

University of Adelaide
Jiacheng (Steve) Yu