Excel
Mitchell Wain
Melbourne,VIC
Summary
Highly motivated and disciplined finance student with a great WAM, pursuing a Bachelor of Commerce (Accounting) and Bachelor of Finance from Monash University. Possesses strong quantitative skills, including data analysis and report drafting, with hands-on experience in client services and administrative roles. Proven leadership and teamwork abilities, with a track record of managing functions and events, and exceptional communication skills. Dedicated to learning and supporting financial services, with a passion for financial education and literacy.
Overview
2
2
years of professional experience
Work History
Portfolio Analyst
Monash Student Managed Fund
07.2024 - Current
- Evaluated portfolio performance and risk exposure to support client investment success.
- Recommended investment strategies to meet client financial objectives.
- Collaborated with account executives to align investment strategies.
Client Services Specialist
Lex Medicus
03.2024 - Current
- Contributed to high volumes of business growth during unprecedented times
- Broke the company bookings record in my third month whilst working part time
- Secured numerous new clients through building rapport with potential business
- Developed new business practices; replacing legacy tired processes
Head Bartender
Toorak Services Club
04.2022 - 02.2024
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Trained 7 new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Education
Bachelor of Commerce And Bachelor of Finance - Accounting, Finance, Economics, Statistics, Econ
Monash University
Melbourne, VIC10.2026
High School Diploma -
Salesian College
Chadstone, VIC10.2022
Skills
- Market understanding
- Quantitative Analysis
- Risk Management
- Data Analytics
- Microsoft Suite Proficiency
- Collaboration
- Cash-Flow Projections
- Client Rapport
Software
Word
Powerpoint
MYOB
XERO
Prism
Onenote
Timeline
Portfolio Analyst
Monash Student Managed Fund
07.2024 - Current
Client Services Specialist
Lex Medicus
03.2024 - Current
Head Bartender
Toorak Services Club
04.2022 - 02.2024
Bachelor of Commerce And Bachelor of Finance - Accounting, Finance, Economics, Statistics, Econ
Monash University
High School Diploma -
Salesian College
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