Summary
Overview
Work History
Education
Skills
Timeline
Generic
Jiayi Chen

Jiayi Chen

Balwyn,VIC

Summary

  • Personal evaluation: cheerful and humorous, willing to help others. Strong communication and coordination skills, language skills and adaptability. Responsible, with good professional ethics and professional conduct. Practical and serious, hard-working, with strong learning ability, and able to accept new things quickly.
  • Professional ability: a graduate degree in business from the top 50 universities in the world and a double major undergraduate degree in finance and accounting from the top 100 universities in the world, with solid business expertise well applied in practical work.
  • Analytical ability: proficient in using Excel for data cleaning, data updating, data query and analysis, with the ability of sensitive tax data insight, rigorous logical analysis and systematic analysis and summary ability.
  • Writing ability: strong writing skills collected 200+ user requirements during the work period and wrote articles for relevant content selection to be published on the public website.

Overview

2
2
years of professional experience

Work History

Portfolio Project, Group LeaderGroup Leader

03.2020 - 05.2020
  • Based on 8 weeks real-time simulation trading, the overall investment marketed to value increased by 9.61% through stock portfolio, from $1000000 to $1096158.67 .
  • From March 12th to May 7th, the S&P index rose slightly and fell slightly in the past weeks of the trading period. I adopted an active trading strategy, buying and selling several stocks every week, avoiding the option portfolio. Because the option market is difficult to predict, especially during a specific period of COVID-19. I decided to use buy and hold strategy to turn investments in stock portfolios. During the period of COVID-19, the overall stock performance was negative, and some of the selected stocks were held by companies with larger scale. In the first week of my trading, two of the four stocks I selected were Apple and Microsoft. These two companies are making large-scale predictions. I believe that the stock price will rise steadily. During the COVID-19 period, the software industry will be welcomed by customers . At that time, Apple will launch new products. Therefore, I believe that when the new products are realized, the stock of Apple will appreciate. At the same time, due to the outbreak of the COVID-19, we learned about industry surveys in medical, intelligent manufacturing, chip and other fields, and deeply studied the prospects and potential problems of the pharmaceutical industry. We analyzed and concluded that the stock price of the pharmaceutical industry would rise. Finally, some stocks in the pharmaceutical industry were selected for investment (for example, Alexion Pharmaceutical Company (ALXN ), where the price of ALXN rose from 85.80 dollars to 96.50 dollars in three months). For the risk-free interest rate, this rate is based on the 10-year national pledge of the United States, and the arithmetic monthly return rate of the risk-free interest rate is 0.0568%.
  • As a result, portfolio and market performance are much better than risk-free interest rates. Use Excel to update, integrate and classify data, and complete the analysis report on capital market line, Sharp ratio, M2 and security characteristic line based on the data. Through network information integration, the organization members select useful data and information from the collated materials to write team reports, and use PPT to design presentations to lead the team members to show the project plan.

Internship Specialist

Apple
11.2021 - 02.2022
  • Sales research: collect market segments and target customer groups in the region, and adjust sales plan according to inventory changes promptly
  • Customer mining: Through communication with customers, mining customer needs, acquiring potential business customers, establishing potential business customer files, and successfully establishing 3 business customers
  • Customer maintenance: responsible for customer pre-sales support and operation demonstration, listening to and collecting customer feedback and suggestions, grouping and categorizing feedback to relevant departments, timely follow-up on the progress of problem handling, and effectively improving service quality
  • Goods management: Sorting goods, receiving and checking goods and accounting for the accuracy of the balance to ensure the accuracy of the incoming and outgoing goods

Education

Master of Commerce - Business Strategy, Innovation and Management

The University of Sydney
Sydney, NSW
09.2022

Bachelor of Business - Banking and Finance; Accounting

Monash University
Melbourne, VIC
01.2021

High School - Accounting; Business management

Caulfield Grammar School
Melbourne, VIC
11.2016

Skills

  • Business Transactions
  • Financial Calculation and Analysis
  • Presentation Development
  • Microsoft Office
  • Workload Management
  • Analytical and Critical Thinking

Timeline

Internship Specialist

Apple
11.2021 - 02.2022

Portfolio Project, Group LeaderGroup Leader

03.2020 - 05.2020

Master of Commerce - Business Strategy, Innovation and Management

The University of Sydney

Bachelor of Business - Banking and Finance; Accounting

Monash University

High School - Accounting; Business management

Caulfield Grammar School

Similar Profiles

CREATE PROFILE
Jiayi Chen