Nikita Tian
Sydney,NSW
Summary
Accomplished Manager with a proven track record at LuPu Investment Management Group Co., Ltd, adept in complex problem-solving and fostering cross-functional teamwork. Streamlined budget processes and enhanced financial efficiency, significantly contributing to the winning of the best Regional Center Award in 2019. Skilled in data analysis and time management, consistently delivering on key performance indicators.
Overview
28
28
years of professional experience
Work History
Manager of Family Office Department
LuPu Investment Management Group Co., Ltd
08.2022 - 06.2024
- Managed complex family trust portfolios, successfully navigating legal and financial intricacies to protect clients'' interests.
- Ensured compliance with all relevant regulations through diligent monitoring of trust activities and thorough record-keeping practices.
- Mentored junior team members, sharing knowledge of trust management principles and fostering a collaborative work environment.
Financial Manager
Pan-Asia Fund Management Ltd
09.2021 - 08.2022
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Increased financial efficiency by streamlining budget processes and forecasted operating costs for scheduled projects.
General Manager of Shenzhen Wealth Center
CITIC Trust Co., Ltd.
08.2018 - 08.2021
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability , Won the best Regional Center Award in 2019.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Team Manager of Wealth Product Center
Ping An Trust Co., Ltd.
08.2010 - 08.2018
- Researched and implemented product improvements that align with financial market strategy.
- Conducted deep-dive analysis into product feasibility, costs, and member benefits.
- Managed relationships with internal departments and external partner institutions.
- Support complex member inquiries and incident management.
- Contributed to competitive analysis and performance tracking..
Fund Accountant
Citco Fund Services
05.2007 - 01.2010
- Maintained accurate fund accounting activities, including NAV calculations , tax provisions, and kinds of reconciliations , ensuring a weekly/month-end/year-end process.
- Prepared and delivered accurate and timely Investment Reporting Team outputs, including BAS,statutory reports, and stakeholder information.
- Managed relationships with external bodies, such as the Fund's custodian, third-party providers, and auditors, ensuring compliance and service delivery.
- Designed and implemented effective internal controls over quarter-ends, product life-cycles, and external custodian processes, aimed at process improvement and governance.
- Provided support to other Investment Reporting team members as required.
Assistant Accountant
Sydney South West Area Health Service
08.2006 - 04.2007
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
Corporate Banking Relationship Manager
Shenzhen Commercial Bank
07.1996 - 05.2003
- Corporate Banking Relationship Manager (January 2000 to May 2003)
- Accounting Supervisor (September 1998 to December 1999)
- Bank Teller (July 1996 August 1998)
Education
Master of Accounting ( CPA Extension) - Accounting
Macquarie University
Sydney, NSW01-2006
Bachelor of Engineering - Technical Economics
Harbin Institution of Technology
P.R.Chins07-1996
Skills
- Time management
- Complex Problem-solving
- Data analysis
- Cross-functional teamwork
- Key performance indicators
Timeline
Manager of Family Office Department
LuPu Investment Management Group Co., Ltd
08.2022 - 06.2024
Financial Manager
Pan-Asia Fund Management Ltd
09.2021 - 08.2022
General Manager of Shenzhen Wealth Center
CITIC Trust Co., Ltd.
08.2018 - 08.2021
Team Manager of Wealth Product Center
Ping An Trust Co., Ltd.
08.2010 - 08.2018
Fund Accountant
Citco Fund Services
05.2007 - 01.2010
Assistant Accountant
Sydney South West Area Health Service
08.2006 - 04.2007
Corporate Banking Relationship Manager
Shenzhen Commercial Bank
07.1996 - 05.2003
Master of Accounting ( CPA Extension) - Accounting
Macquarie University
Bachelor of Engineering - Technical Economics
Harbin Institution of Technology
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