Summary
Overview
Work History
Education
Skills
Campusexperience
Personal Information
Software
Timeline
Generic

Wen Xi

Melbourne

Summary

Academic Background in Finance and Risk Management, with a solid foundation on finance and economics. Strong logical thinking and problem-solving skills with proficiency in qualitative and quantitative analysis. With great enthusiasm for finance and investment banking with a thorough understanding of the primary and secondary markets, as well as the characteristics of financial products (stocks, bonds, securities, etc.). Well-developed team player with leadership capabilities cultivated from campus projects on financial investment simulation and financial product trading. Highly self-motivated and highly accepted communicative skills by a wider range of audience groups and with the ability to collaborate cross-functions. High efficiency and tasks oriented, mental toughness on pressure, self-challenged on multiple tasks.

Overview

6
6
years of post-secondary education
1
1
Language

Work History

Internship Position in Marketing Department

Shanghai Heiyi Asset Management Co., Ltd.
11.2023 - 02.2024
  • Organize and collect the latest service market information, product information, and competitor information
  • Understand the potential customers and their core needs within the target market and adjust marketing strategies based on market changes
  • Collect, organize, and update relevant data for fund products, including fund scale, performance, investment strategy, etc
  • Responsible for monitoring product operation and updating and maintaining product data reports
  • Develop and establish long-term business partnership relationships with customers; assist the marketing department in communicating and interacting with customers to understand their needs and investment preferences; assist in preparing customer meetings, roadshows, follow-up activities, and organizing feedback after meetings.

Assistant to the General Manager

Wuhan Enbisheng Media Co., Ltd
1 2020 - 10.2020
  • Research on education industry policies, competitors' marketing activities, consumer demands to provide constructive suggestions for business development
  • Performed activities to achieve sales objectives and develop brand identity, including multiple promotion activities, and developed dozens of sustainable customers
  • Identified and contacted potential customers for business opportunities
  • Made inbound and outbound calls to make presentations, formulated corresponding marketing plans and programs based on their needs
  • Communicated with partners to sign and implement cooperation contracts to expand market share.

Education

Master of Business in Finance and Risk Management -

Monash University
11.2022 - 05.2024

Bachelor of Arts in Broadcasting & Artistic Host - undefined

Shanghai Institute of Visual Art
09.2016 - 05.2021

Skills

  • Fast Learner
  • Complex Problem-Solving
  • Creativity and Innovation
  • Multitasking and Organization
  • Microsoft Office Suite
  • Flexible Schedule

Campusexperience

Financial Trading: Studied the foreign exchange market at home and abroad, judged market trends, participated in campus foreign exchange transactions, and proposed corresponding trading strategies (Portfolio Value, Sharpe Ratio, Sortino Ratio). ranking Top 3, Expertise Learning: Read classic financial books such as "Smart Investor" and "Microeconomics" recommended by the club, Economic Analysis: Discussed with members from around the world about economic developments such as the development of virtual currencies, shadow banking, and the impact of the COVID-19 on the global economy, Lectures Training: Participated in 5 financial lectures by well-known economists, Financial Events: Participated in simulated stock market trading and simulated foreign exchange trading

Personal Information

Gender: Male

Software

R studio

Timeline

Internship Position in Marketing Department

Shanghai Heiyi Asset Management Co., Ltd.
11.2023 - 02.2024

Master of Business in Finance and Risk Management -

Monash University
11.2022 - 05.2024

Bachelor of Arts in Broadcasting & Artistic Host - undefined

Shanghai Institute of Visual Art
09.2016 - 05.2021

Assistant to the General Manager

Wuhan Enbisheng Media Co., Ltd
1 2020 - 10.2020
Wen Xi