Yiqi Zhao
Summary
Dynamically-driven Investment Product Analyst with a proven track record at Candour Capital Pty Ltd, specializing in bond trading operations and pioneering profit tracking methods. Highly skilled in bond and credit analysis, contributing to the development of new revenue-generating product lines. Demonstrates exceptional business intelligence and expertise in regulatory compliance.
Overview
5
5
years of professional experience
Work History
Investment Product Analyst
Candour Capital Pty Ltd
09.2023 - 06.2024
- Bond Desk : Participated in DCM for IPOs and executed bond trading in the secondary market. As the product manager, marketed bond opportunities and broadcasted them to advisers and clients. Communicated with the operations team and custody to settle the bonds.
- Accounting : Revolutionized internal profit tracking with the new tool, reducing process time from a day to 20 minutes and simplifying problem resolution, utilizing Python, SQLite3, and Excel. Reconciled through Xero.
- Engaged in the development of a new product line - Deferred Purchase Agreement, executing legal research and contributing to the product's framework as an anticipated major revenue source, with the project now open.
- Efficiently managed and completed ad-hoc operational tasks, due diligence, and Bond/Notes investment analyses.
Student Intern
AIMS Financial Services
02.2023 - 05.2023
- Gained insights into Asset Management & Real Estate Investment Trusts (REITs) Compliance and Control.
- Conducted project due diligence and market research.
- Provided clerical support, addressing routine, and special requirements.
Student Intern
Wenzhou Sanshang Ltd
12.2019 - 02.2020
- Repositioned and redesigned an indoor sport centre, enhancing the brand.
- Orchestrated successful events in the sport centre and shopping mall.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
Education
Master of Commerce - Finance
University of Sydney
Sydney, Australia12.2023
Bachelor of Commerce - Accounting And Finance
University of New South Wales
Sydney, Australia06.2022
Skills
- Credit analysis
- Investment strategies
- Client acquisition
- Economic forecasting
- Account Reconciliation
- Critical Thinking
- Regulatory Compliance
- Market Trends Analysis
- Business Intelligence
- Process Improvement Methodology
- Microsoft Office
- Written Communication
Hobbies
- Active Trading: Gold, Stock, Crypto
- Table tennis
- Basketball
Additional Information
- Volunteer , Balmain State Electoral, Sydney - Mar 2023
- Liberal Party of NSW
- Provided essential support during the 2023 New South Wales state election.
- Assisted voters with completing ballot papers.
- Volunteer , Experience Hong Kong, Sydney - Aug 2022
- Hong Kong-Australia Business Association, Hong Kong Economic & Trade Office
- Collaborated in organizing the "Experience Hong Kong" event in Sydney.
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Timeline
Investment Product Analyst
Candour Capital Pty Ltd
09.2023 - 06.2024
Student Intern
AIMS Financial Services
02.2023 - 05.2023
Student Intern
Wenzhou Sanshang Ltd
12.2019 - 02.2020
Master of Commerce - Finance
University of Sydney
Bachelor of Commerce - Accounting And Finance
University of New South Wales
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