Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jiahao Liu

Melbourne,VIC

Summary

  • Systematic Investment Banker with 4 years of comprehensive experience researching and analyzing market information to support capital market transactions. Collaborative and logical professional possessing strong mathematical and calculation skills paired with up-to-date knowledge of market trends.
  • Proficient financial professional with solid background in economic analysis. Proactive and systematic with in-depth understanding of the area.

Overview

2
2
years of professional experience

Work History

Investment Banking Analyst

China Construction Bank
02.2021 - 12.2021
  • Created and maintained precise and accurate models, charts and reports.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Developed financial projections and forecasts to guide investment decisions.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Created financial strategies to optimize portfolio performance and reduce risk.

Fund Accountant

Shanghai Tongji Urban Planning & Design Institute
09.2022 - 02.2023
  • Collated monthly shareholder activity reports and transmitted completed reports to project manager.
  • Maintained accurate transaction processing record.
  • Processed security transactions to support valuation and financial reporting.
  • Monitored and managed cash flows and expenses.
  • Assisted in preparing audit schedules, compliance reports, NSARs, tax returns and financial statements.
  • Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.

Education

Master of Banking And Finance - Banking And Finance

Monash University
Melbourne, VIC
05.2025

Bachelor of Science - Economic And Finance

RMIT University
Melbourne, VIC
10.2023

Skills

  • Spreadsheet Tracking
  • Client Presentations
  • Company Valuations
  • Investment Analytical Systems
  • Excellent Team Leadership
  • Business Intelligence Data Modeling

Languages

Chinese (Mandarin)
Native or Bilingual
English
Native or Bilingual

Timeline

Fund Accountant

Shanghai Tongji Urban Planning & Design Institute
09.2022 - 02.2023

Investment Banking Analyst

China Construction Bank
02.2021 - 12.2021

Master of Banking And Finance - Banking And Finance

Monash University

Bachelor of Science - Economic And Finance

RMIT University

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Jiahao Liu