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
2021.11 - 2022.02
- 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
2020.12 - 2020.12
- 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
2020.07 - 2020.07
- 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
2018.11 - 2019.02
- 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
2017.12 - 2018.02
- 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
2016.12 - 2017.02
- 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
2021.11 - 2022.02
Event Volunteer
Wesley Mission
2020.12 - 2020.12
Finance & Professional Services Virtual Intern
Bright Network, Virtual Internship Experience UK
2020.07 - 2020.07
Investment Banking Intern
Bank Of China
2018.11 - 2019.02
Sales & Investment Advisors Assistant Intern
Guosen Securities Company Limited
2017.12 - 2018.02
Wealth Management Intern
DaTang Investment Management Company Limited
2016.12 - 2017.02
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
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