XIAO(Jason) ZHU
Sydney,NSW
Summary
Experienced Trader skilled at making quick decisions and thriving in high-pressure environments. Proven track record of increasing profits and ensuring financial stability. Proficient in utilizing high-leveraged financial derivatives for Options, stock, and Cryptocurrency trading.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
Work History
Client Account Manager
Vatee Capital
Sydney, NSW
04.2025 - 07.2025
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Established performance and service goals and held associates accountable for individual performance.
Event Driven Trader
Self-employment
Canberra, ACT
11.2019 - 06.2023
- Executed equity, option, mutual fund, UIT, fixed income, and alternative investment trades.
- Manage a self-funding program from 2019 to 2021 and gain 500%+ profit.
- Achieved 700%+ profit in 2022 bear market utilizing option strategies
- Deeply experienced knowledge of US, Hong Kong, and AU markets.
- Conducted extensive daily research on macroeconomic events and their impact on financial markets.
Project Lead – Overseas Market (Remote)
Jinyi Power Technology (Nanjing) Co., Ltd.
Canberra, ACT
12.2020 - 05.2023
- Managed overseas marketing and technical projects remotely
- Developed market strategies and maintained key international client relationships
- Led remote teams to deliver results across global markets
- Partnered with project team members to identify and quickly address problems.
Trade Forex Sales Intern
RV Forex
Sydney, NSW
09.2020 - 12.2021
- Researched current Forex market to identify information needed for sales presentations.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Acted as buyer or seller representative when arranging sales.
Education
Master of Economics - Financial Economics
The University of Sydney
Sydney, NSW 06.2023 - 06.2025
Bachelor of Engineering Honours - Mechanical Engineering
The University Of Sydney
Sydney06.2020
Bachelor of Engineering Honours - Project Management(Software)
The University Of Sydney
Sydney06.2017
Skills
- Trading options expertise
- Bloomberg Professional proficiency
- US market
- China market
- AUS market
- Databases
- Java & Python programming
- Excel
- LS-DYNA
- Solidworks
- Matlab
- Stata
- Stock options
- Derivatives trading
- Financial Analysis
- English Fluency
Affiliations
Member, CommSec One
Platinum Member, etoro (2020-2021)
Professional trader, Tiger Broker (2020 - present)
Professional Non-commercial investor, Interactive Broker
Timeline
Client Account Manager
Vatee Capital
04.2025 - 07.2025
Master of Economics - Financial Economics
The University of Sydney
06.2023 - 06.2025
Project Lead – Overseas Market (Remote)
Jinyi Power Technology (Nanjing) Co., Ltd.
12.2020 - 05.2023
Trade Forex Sales Intern
RV Forex
09.2020 - 12.2021
Event Driven Trader
Self-employment
11.2019 - 06.2023
Bachelor of Engineering Honours - Mechanical Engineering
The University Of Sydney
Bachelor of Engineering Honours - Project Management(Software)
The University Of Sydney
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