Summary
Work History
Education
Skills
EXTRACURRICULAR ACTIVITIES
References
Timeline
Generic

Lori Liao

Sydney,NSW

Summary

An enthusiastic and dedicated individual with excellent communication and teamwork skills, keen to take on new challenges. With a focused interest in Climate Change and Sustainability Services, I am seeking to leverage my background in finance and global development towards driving EY's mission of fostering sustainable business practices. Aimed at contributing to EY's goals of innovation in sustainability, I am passionate about utilizing analytical skills and a proactive approach to enhance EY's impact in building a more sustainable and resilient future.

Work History

Private Banking Consultant Intern

Westpac Banking Corporation
09.2023 - 11.2023
  • Supported the Private Banking team to organize client meetings, team meetings, sent out calendar invites and resolved time clashes
  • Attended and observed client meetings to gain in-depth understanding regarding client request, clearly documented meeting minutes to log into the internal system as part of client profile
  • Read and summarized key financial investment product descriptions and policies, provided relevant information and summaries to interested clients to support with product selection process
  • Requested and obtained clients' financial statements and other supporting documents to conduct initial credit risk analysis and process the personal loan request
  • Analysed key financial metrics and ratios according to internal assessment policies
  • Drafted credit risk analysis report via internal system, linked to client's profile and marked tasks as complete in the team's Kanban Board
  • Created Power Point slide decks to report internship learnings and presented during weekly team meeting
  • Volunteered to translate meeting conversations and financial product information to non-English speaking clients

Education

Bachelor of Commerce/ Bachelor of Arts - Finance/Global Development

University of New South Wales
12.2025

Skills

  • Data analysis tools: Python, R, Tableau, Power BI
  • Scripting tool: JavaScript
  • Microsoft Office tools: Word, Outlook, Teams, One Note, Power Point, Excel (Pivot Table, Vlookup)
  • Bilingual: superior English and native Mandarin
  • Excellent teamwork and stakeholder management skills
  • Outstanding communication and interpersonal skills
  • Demonstrated problem-solving and critical thinking skills

EXTRACURRICULAR ACTIVITIES

University of New South Wales

Australian Wall Street Student Society President  Feb 2023 - Present

· Planned, organised and lead a team  to execute professional networking events to establish connections between students and professionals in the financial, consulting, accounting, and insurance sectors;

· Identified, liaised and negotiated sponsorships for the student society to obtain funding to support students events, successfully obtained circa $5000 from Private Equity and Trading companies;

· Managed and monitored the society's official social media platforms, provided training to relevant team members to publish regular posts, respond to online enquiries and advertise society events and initiatives.

References

Referees are available upon request.

Timeline

Private Banking Consultant Intern

Westpac Banking Corporation
09.2023 - 11.2023

Bachelor of Commerce/ Bachelor of Arts - Finance/Global Development

University of New South Wales

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Lori Liao