Yantao Chen
Doncaster East,Australia
Summary
Second-year Finance student at the University of Sydney (Accounting minor) with a Distinction WAM and multiple HDs. Interned at Anxin Securities and now manage a personal ETF portfolio (BetaShares NDQ) earning 16 %+ since Mar 2024. Proficient in financial modelling (MPT, CAPM, Market Efficiency), advanced Excel, and bilingual English-Mandarin; Australian PR ready to add value to finance teams.
Overview
1
1
year of professional experience
Work History
Personal ETF Portfolio
BetaShares
03.2024 - 06.2025
- - Achieved a 16.35% total return (~$1,488 gain) on $9,100 contributed via regular dollar cost averaging.
- - Automated investments through CommSec Pocket and tracked performance with custom Excel dashboards.
- - Conduct ongoing macro and sector analysis of North American technology equities to inform contribution timing.
- NASDAQ 100 ETF (ASX: NDQ)
Finance Intern
Anxin Securities
Shanghai
01.2024 - 02.2024
- - Deepened understanding of Exchange Traded Funds (ETFs), including creation / redemption mechanics and index tracking.
- - Researched performance and fee structures of sector based ETFs, benchmarking them against retail mutual funds.
- - Compiled a watch list of technology ETFs and briefed analysts, laying groundwork for my personal investment strategy launched in Mar 2024.
Education
Bachelor of Commerce - Finance major, Accounting minor
University of Sydney
Camperdown, NSW02.2026
Skills
- - Financial Analysis: Equity research, valuation, financial reporting
- - Quantitative Models: Modern Portfolio Theory, CAPM, Market Efficiency Theory
- - Accounting Knowledge: IFRS/GAAP principles, account reconciliation
- - Technical: Advanced Excel (PivotTables, XLOOKUP), basic financial modelling, PowerPoint
- - Analytical & Personal: Attention to detail, critical thinking, teamwork, communication
- - Languages: English (fluent), Mandarin (fluent)
Affiliations
Badminton – intermediate club player (self-assessed); train once weekly and participate in social round-robin matches, cultivating teamwork and strategic thinking
Achievements & Activities
- Maintained Distinction average (~80% WAM) with multiple High Distinctions.
Timeline
Personal ETF Portfolio
BetaShares
03.2024 - 06.2025
Finance Intern
Anxin Securities
01.2024 - 02.2024
Bachelor of Commerce - Finance major, Accounting minor
University of Sydney
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