Summary
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sam Wein

Vaucluse

Summary

I am a dedicated, intuitive and driven student in the University of Sydney Dalyell Scholars Program, majoring in a Computer Science and Finance degree. I have particular interest in the Startup, Data Science, and Finance spaces, and am inspired by innovative and technologically advanced companies.

Work History

Investment Analyst

Salus Ventures
02.2024 - Current
  • Enhanced portfolio performance by conducting thorough investment research and analysis.
  • Streamlined internal processes, resulting in improved investment team efficiency.
  • Conducted regular portfolio reviews, ensuring optimal alignment with clients' financial goals and risk tolerance levels.
  • Improved risk management processes through diligent monitoring of portfolio holdings and timely reporting of performance metrics.
  • Collaborated with senior analysts to formulate strategic recommendations based on in-depth industry and competitive analyses.

Financial Oversight and Customer Service Represent

GroupTogether
11.2023 - 02.2024
  • Oversaw clinic financial management, recruitment and human resources.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Tracked key operational and financial performance metrics against strategic objectives.
  • Delivered exceptional customer service to 100+ customers daily by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.

Education

B Commerce / B Advanced Studies - Major Finance, Computer Science

University of Sydney
Sydney, NSW
06.2026

Higher School Certificate - ATAR 99.00

Moriah College
Sydney
2021

Skills

  • Team Player
  • Investor Relations
  • Portfolio Management
  • Hard Working
  • Customer Service and Rapport
  • Equity research
  • Technical Analysis
  • Building Customer Relationships and Loyalty
  • Microsoft Excel proficiency
  • Due diligence
  • Data Interpretation

Accomplishments

    USYD Dalyell Scholar | 2022-2026

    Rewards high-achieving students with an ATAR (or equivalent) of 98+ with enrichment opportunities


    Premier's All-Around Excellence Award Recipient | 2021

    Premier's award is awarded to a student achieving a Band 6 in all subjects undertaken in the NSW Higher School Certificate


    Moriah College Award for Academic Excellence | 2020 & 2021


    Moriah College Captain of Basketball | 2020-2021


    Colours For Basketball | 2020 & 2021


    AICES Basketball Represntative | 2021

Timeline

Investment Analyst

Salus Ventures
02.2024 - Current

Financial Oversight and Customer Service Represent

GroupTogether
11.2023 - 02.2024

B Commerce / B Advanced Studies - Major Finance, Computer Science

University of Sydney

Higher School Certificate - ATAR 99.00

Moriah College

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Sam Wein