Wei WANG
Sydney,NSW
Summary
As a graduate-year student with a strong academic background in IT, finance, business analytics, and economics, I am well-equipped to apply my skills and knowledge to the working position. Gained experience in data analysis, financial modelling, programming, and project management through internships and coursework. Excellent problem-solving and communication skills; eager to learn and contribute to a dynamic and innovative team.
Overview
5
5
years of professional experience
Work History
Account Manager Intern
TMGM - Forex | Indices | Metals | Shares
11.2021 - 02.2022
- Liaised between account holders and account managers about changes to either side, issues and updates.
- Played key role in raising $10,000 investment within one month.
- Contacted existing account holders to educate clients, update accounts, and maintain detailed client information.
- Learned to use MetaTrader 4, working closely with supervisors to gain a comprehensive understanding about financial market.
Event Volunteer
Wesley Mission
12.2020 - 12.2020
- Assisted Conference Center manager Mary Hsu as team to set up the Thanksgiving Event for staff and supporters.
- Actively communicated with guests, handled concerns quickly, and escalated major issues to the supervisor.
- Developed strong cooperative relationships with coworkers and managers.
Finance & Professional Services Virtual Intern
Bright Network, Virtual Internship Experience UK
07.2020 - 07.2020
- Prepared own research and analysis based on E&Y's case.
- Conducted a strategic report by monitoring industry forecasts, honing budgets, and adjusting marketing strategies for an agile, responsible organisation.
Investment Banking Intern
Bank Of China
11.2018 - 02.2019
- Assisted with the normal business of the Investment Banking department.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Provided assistance to bankers in projects such as pitch books and the execution of mergers and acquisition mandates.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
Sales & Investment Advisors Assistant Intern
Guosen Securities Company Limited
12.2017 - 02.2018
- Referred customers to various services by evaluating needs and providing recommendations.
- Gained an understanding of the financial and stock markets, completed daily simulated trading logs, and made future forecasts according to market situation.
- Gathered data and built financial models around key metrics.
Wealth Management Intern
DaTang Investment Management Company Limited
12.2016 - 02.2017
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing, and sourcing overseas partners.
- Highlighted values and educated clients on trust products.
- Prepared for and coordinated marketing events, created marketing compliance documentation, and managed event marketing reimbursement to increase the customer base and grow revenue.
Education
Master of Information Technology - Software Development
University of Technology Sydney
Sydney, NSW12.2023
Master of Commerce - Finance, Business Analytics
The University of Sydney
Sydney, NSW12.2021
Bachelor of Economics - Economics
The University of New South Wales
Sydney, NSW02.2019
Skills
- Native in Mandarin and proficient in English (achieved a PTE Academic score of 82)
- Financial Performance Analysis
- Portfolio and risk management
- Interaction design
- Customer Inquiries
- Data Analysis (MATLAB, Stata, Python,Tableau, MySQL)
- Programming (Python, JavaScript, Swift)
- Office software (Word, Excel, PPT)
Timeline
Account Manager Intern
TMGM - Forex | Indices | Metals | Shares
11.2021 - 02.2022
Event Volunteer
Wesley Mission
12.2020 - 12.2020
Finance & Professional Services Virtual Intern
Bright Network, Virtual Internship Experience UK
07.2020 - 07.2020
Investment Banking Intern
Bank Of China
11.2018 - 02.2019
Sales & Investment Advisors Assistant Intern
Guosen Securities Company Limited
12.2017 - 02.2018
Wealth Management Intern
DaTang Investment Management Company Limited
12.2016 - 02.2017
Master of Information Technology - Software Development
University of Technology Sydney
Master of Commerce - Finance, Business Analytics
The University of Sydney
Bachelor of Economics - Economics
The University of New South Wales
Similar Profiles
Ryan ChenRyan Chen
Account Management Intern at TMGMAccount Management Intern at TMGM
Kevin MengKevin Meng
Account Manager at TMGMAccount Manager at TMGM
Juno McKeeJuno McKee
Career break at -Career break at -