Peimin Yan
Waterloo,NSW
Summary
Third-year Finance student at the University of New South Wales with an excellent academic record (WAM: 80.83/100), experienced in market analysis, equity valuation, and client relations. Skilled in financial data analysis, strategic investment advice, R-coding, and Microsoft Office Suite. Seeking to apply skills in a dynamic financial environment.
Overview
2
2
years of professional experience
Work History
Market Research Analyst Intern
Huachuang Securities Co Ltd
08.2023 - 09.2023
- Conducted in-depth market research and analysis to identify trends and opportunities for product promotions and modifications
- Analyzed equity market performance and provided clients with timely updates on significant market developments
- Leveraged equity valuation models, including DCF, DDM, and multiple valuation, to evaluate potential investment opportunities
Client Relations and Sales Assistant
Huachuang Securities Co Ltd
11.2023 - 02.2024
- Spearheaded the introduction of the security company to potential clients, effectively conveying the company's value proposition and benefits
- Demonstrated exceptional persuasion skills to convince clients to open trading accounts with the company
- Successfully onboarded over 10 clients, facilitating the opening of accounts with a total capital of more than 150K RMB
- Provided excellent customer service, addressing client inquiries and concerns promptly to assure a positive experience and maintain customer relationships
Tally Clerk
Ustore Supermarket
09.2023 - 11.2023
- Managed inventories and ensured accurate stock levels to meet customer demand and minimize stockouts
- Conducted regular inventory counts and reconciled discrepancies to maintain inventory accuracy
- Collaborated with team members to ensure smooth store operations and optimize customer service delivery
Operation Assistant and Account Assistant
Fujian BingYan Company
11.2021 - 02.2022
- Supervised financial cash flow and maintained accurate records using accounting statements
- Conducted financial analysis to support decision-making processes and improve operational efficiency
- Managed daily operations, including order coordination, employee communication, product quality supervision, and customer reception
Education
Bachelor of Commerce And Economics - Finance
University of New South Wales
12.2025
Skills
- Software: Mastered Microsoft Office software suite with MOS certificates
- Data Analysis: Proficient in R-coding
- Customer Service: Strong communication and client relationship management skills
- Language: Fluent in written and spoken English and Mandarin
Timeline
Client Relations and Sales Assistant
Huachuang Securities Co Ltd
11.2023 - 02.2024
Tally Clerk
Ustore Supermarket
09.2023 - 11.2023
Market Research Analyst Intern
Huachuang Securities Co Ltd
08.2023 - 09.2023
Operation Assistant and Account Assistant
Fujian BingYan Company
11.2021 - 02.2022
Bachelor of Commerce And Economics - Finance
University of New South Wales
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