Investment Strategies and Financial Markets
WEI XUAN LIEW
Burwood
Summary
Dedicated Finance graduate with a keen interest in investment management and a solid academic background in financial markets, portfolio management, and economic analysis. Practical experience gained through internships in investment firms, including tasks such as market research, portfolio optimisation, and regulatory compliance. Proficient in financial modelling and data analysis tools. Strong communication and interpersonal skills, with a drive for continuous improvement and a commitment to ethical standards. Excited to start a career in investment management and contribute to client success.
Overview
3
3
years of post-secondary education
2
2
Languages
Work History
Staff Member
Bubble Tea Store
12.2023 - 5 2024
- Collaborated with colleagues on various projects, sharing knowledge and expertise while working together towards common objectives.
- Established positive relationships with customers and other staff members.
- Optimized resource allocation across multiple tasks by effectively prioritizing workload based on deadlines or urgency levels.
- Developed strong relationships with clients through consistent communication and attentive customer service, resulting in increased overall satisfaction.
- Initiated process improvements that resulted in increased efficiency and cost savings for the organization.
- Trained new employees on company policies and procedures, contributing to a cohesive team atmosphere and improved overall performance.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
Education
Bachelor Degree in Finance - Finance
The Swinburne University of Technology
Hawthorn, VIC 08.2023 - 07.2024
Diploma in Business -
Inti International Penang College
Penang, Malaysia 05.2020 - 08.2022
Skills
Advanced skills in data analysis and statistical tools, including proficiency in Excel, SQL, R, Python, and other data analysis software
Thorough understanding of relevant financial regulations and compliance requirements, such as Basel III, IFRS, and local Australian regulatory standards
Familiarity with portfolio management tools like Bloomberg, Morningstar Direct, or other asset management platforms
Financial Reporting
Credit Analysis
Market Research Tools
Derivatives and Hedging
Quantitative Analysis
Additional Information
- Graduated with Dean´s list in the Inti International Penang College.
- Published a research paper on market risk assessment in the International Journal of Finance.
- Finance of the CAPD Club, organising educational workshops and guest lectures.
- Fluent in Mandarin, with intermediate proficiency in English.
- Volunteered in community services and received praise and excellent feedback.
Accomplishments
- Conducted web design by utilising client´s requirement and budget information within two months
- Provided front-end website development using WordPress
- Held weekly meetings to organise and distribute tasks to the team members
- Creating transparent presentation of both profit and loss within events budget
- Volunteering for the welfare of dogs at Penang Animal Welfare Society (4PAWS)
- Involved in a community service program focused on clearing the beach
- Take a role of accountant/finance manager in the University´s past event
- Participated in finance-related extracurricular activities.
Interests
Economic Research and Risk Management
Volunteering in Community Services
Playing basketball
Reading Financial and Economic Literature
Exploring Financial Technologies
Timeline
Staff Member
Bubble Tea Store
12.2023 - 5 2024
Bachelor Degree in Finance - Finance
The Swinburne University of Technology
08.2023 - 07.2024
Diploma in Business -
Inti International Penang College
05.2020 - 08.2022
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