Summary
Work History
Education
Skills
PROJECT EXPERIENCE
Languages
Timeline
GeneralManager
Rui Zhang

Rui Zhang

Balwyn North,VIC

Summary

Professional analysis and evaluation of shares, funds, futures contracts and options for five years from China, Australia and America. Highly skills at choice high potential investment for clients and analysis the different countries' risk and economic environment. The total average return of investment is 25% for clients in the last 3 years. My future career planning will ideally have a strong interest in finance and accounting as a career.

Work History

Braford Holdings Pty Ltd (Private Investment Corp)

Financial Analysist (Intern)
CBD, VIC
01.2022 - 06.2022
  • Plan and assist portfolio manager in investing different investments (commodities, index, FX, Etf and shares) for different period
  • Analyze and measure value of different industries (semiconductors, travel agencies, banks and lithium mining companies) and equity market in ASX, Nasdaq, HKEX and SSE
  • Uses different methods to measure share price of intrinsic value of shares. Such as DCF, DDM, PB and PEG.
  • Recommend and advise CEO in different industries that will have different expected returns and risks. And create different portfolios for different customers.
  • Created plans and communicated deadlines to complete projects on time.
  • Communicate and report information to manager every week.

Education

Bachelor of Commerce - Business, Finance and Accounting, Economics

Deakin University
Burwood
11.2022

Skills

  • Python, Microsoft Office (Excel, Word, PowerPoint), Xero (accounting tools), MYBO
  • Collaboration
  • Customer Service
  • Good listener
  • Decision Making
  • Flexible & Adaptable
  • Team building
  • Financial Planning
  • Portfolio Construction
  • Meeting Support
  • Accounting Software Systems
  • Audit
  • Financial Statements

PROJECT EXPERIENCE

Accounting Assistance and auditor, Deakin university August/2020-Novmber/2021

• Preparing mutable statement by Xero. Includes financial statement, income statement and cash flow.

• Calculate the assessable income and help client to calculate the income tax.

• Use Xero to processing daily receipts, related bank charges, and invoices/account sales/credit notes. And financial tool MYOB to track number from clients and reported.

• Identify sufficient and appropriate audit evidence to inform judgments, make decisions, and reach well-reasoned conclusions.

• Assess the risks of material misstatement in the financial statements and critically consider its impact on the audit strategy

• Excellent MS Word and Excel skills for calculation and data processing.

• Perform analysis and produce reports, including recommendations on product profitability.

Languages

Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Professional Working

Timeline

Braford Holdings Pty Ltd (Private Investment Corp)

Financial Analysist (Intern)
01.2022 - 06.2022

Bachelor of Commerce - Business, Finance and Accounting, Economics

Deakin University
Rui Zhang