Summary
Overview
Work History
Education
Skills
Project
Timeline
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Xiaoman Zhou

Summary

Results-oriented financial analyst and Data Science graduate student with a robust investment and finance background. Proficient in Python, R, SQL, and Tableau for financial modelling and data analysis. Skilled in managing high-value portfolios with strong compliance and client satisfaction. Effective in analyzing HR and workforce data to drive decision-making. Possesses excellent communication and cross-functional teamwork abilities.

Overview

6
6
years of professional experience

Work History

Intern

Baidu
03.2023 - 07.2023
  • Financial modelling and data analysis : Python/SQL was used to build a dynamic asset allocation model, optimize the portfolio strategy of high net worth customers, improve the conversion rate of the platform by 15%, and manage more than 20 million yuan of assets.
  • Risk management and compliance support : reviewed 80+ asset contracts and risk disclosure documents to ensure zero compliance errors; Through the Hang Seng system, the market fluctuations are monitored in real time, and the allocation of funds is dynamically adjusted, and the error rate is less than 2%.
  • Customer consultation and solutions : Provided account opening guidance and investment solutions for 20+ institutional customers, reduced the response time by 30% to solve operational problems, and achieved 98% customer satisfaction.

Restaurant Manager

Phoenix Kitchen Clayton
12.2024 - 03.2025
  • Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
  • Carefully interviewed, selected, trained, and supervised staff.
  • Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
  • Reconciled cash and credit card transactions to maintain accurate records.

Tutor

Primary and Junior High School
11.2020 - 06.2021
  • Provided academic coaching and guidance to students in mathematics and literature.
  • Designed personalized lesson plans to enhance student understanding and performance.

Bartender

Local Shop
05.2019 - 08.2019
  • Prepared drinks and food orders while managing the front desk and cash register.
  • Ensured efficient stock management for food and beverages in the warehouse.

Education

Master's - Data Science

Monash University
Melbourne, VIC
06.2026

Bachelor's - Investment

University of Electronic Science And Technology of China
06.2023

Skills

  • Data Analysis & Tools: Python (financial modeling, data processing), R (statistical analysis), SQL (database management), Tableau (interactive dashboards), Microsoft Excel (advanced financial modeling)
  • Data Capabilities: Data mining, ETL processes, statistical modeling, predictive analytics, data visualization, risk assessment
  • Financial Expertise: Investment analysis, Asset allocation, Portfolio management, Compliance and risk management
  • Business Communication: Technical documentation, Data-driven presentations, Client consultation
  • Languages: English (Fluent), Chinese (Native)

Project

E-Commerce Innovation Competition — Team Lead
June 2021 | Sichuan Regional Second Prize

  • Led a 3-person team to develop a digital retail strategy; proposed scalable logistics for rural delivery.
  • Presented solution to judges, securing 2nd prize among 30+ teams.

Finance Article Series Contributor

  • Authored analysis pieces on valuation trends, fintech adoption, and risk metrics in Chinese capital markets.

Timeline

Restaurant Manager

Phoenix Kitchen Clayton
12.2024 - 03.2025

Intern

Baidu
03.2023 - 07.2023

Tutor

Primary and Junior High School
11.2020 - 06.2021

Bartender

Local Shop
05.2019 - 08.2019

Master's - Data Science

Monash University

Bachelor's - Investment

University of Electronic Science And Technology of China

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Xiaoman Zhou