Summary
Work History
Education
Skills
Field related coursework
Additional Information
Timeline
Generic

Tianyu Wu

Vaucluse

Summary

Analytical and performance-focused finance student currently pursuing a Bachelor's degree at The Australian National University, majoring in Capital Markets. My interest in investment stems from my family's longstanding involvement in financial sector investments, including real estate and equity funds in the Asian market. While I lack industry experience, I am eager to apply and expand upon my theoretical knowledge from academic courses, like valuation techniques, as an enthusiastic intern in the investment sector.

Work History

Private Banking Assistant

Westpac Group
06.2024 - 08.2024
  • Assisted in the development of tailored wealth management strategies, ensuring alignment with clients'' financial goals.
  • Served as a liaison between clients and internal teams, facilitating smooth transactions and prompt issue resolution.
  • Participated in regular training sessions, staying up-to-date on industry trends and regulatory changes.
  • Managed daily operations, including account maintenance, service requests, and documentation preparation.
  • Maintained strong relationships with high-net-worth clients through excellent communication and comprehensive meeting preparation.
  • Ensured compliance with all bank policies and regulatory requirements while handling sensitive client information diligently.

Education

Bachelor of Finance - Capital Markets

Australian National University
Canberra
06-2025

High School Diploma -

The Scots College
Bellevue Hill, NSW
12.2021

Skills

    Soft Skills:

  • Proficient Interpersonal Communication
  • Reliable Team Member
  • Attentive Listening Skills
  • Analytical Problem Solving
  • Rapid Assimilation of Knowledge

    Hard Skills:

  • Skilled in Data Analysis and Reporting Tools
  • Fluent in valuation, sensitivity analysis, risk evaluation and portfolio construction
  • Languages

  • English and Mandarin

Field related coursework

  • Corporate Valuation
  • Portfolio Construction
  • Investments
  • Derivatives
  • Statistics
  • Micro/Macroeconomics

Additional Information

Completed projects and Achievements:

  • Successfully completed a corporate valuation project on valuing JBH using the KGW Valuation Model
  • Successfully completed a portfolio construction project on producing an industry practitioner-level report that offers portfolio construction advice for a client based on specified circumstances and objectives
  • Successfully completed a investment thesis on Wesfarmers which included a deep dive into their accounting policies, financial health, growth potential, valuation and compliance.


Additional Information:

  • Undergoing preparation for the CFA Program Level 1 Exam

Timeline

Private Banking Assistant

Westpac Group
06.2024 - 08.2024

Bachelor of Finance - Capital Markets

Australian National University

High School Diploma -

The Scots College
Tianyu Wu