Yixing (Eddy) Sun
Pyrmont,Australia
Summary
Finance undergraduate at UNS W with hands-on experience in market research, customer analysis, and campaign execution. Solid understanding of financial concepts including investment analysis and portfolio management. Proficient in Excel and Power Point for financial reporting and data presentation. Bilingual in English and Chinese, with strong communication skills built through tutoring and client-facing roles. Currently preparing for CFA Level I to enhance technical knowledge and support a future career in investment analysis or financial services.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Account Manager
TMGM TradeMax Global Markets
Sydney, Australia
10.2024 - 01.2025
- Delivered bilingual (Mandarin-English) client service to Chinese-speaking clients, bridging communication gaps in financial terms and product usage
- Built and managed client relationships by providing personalized support to over 50 individual and institutional trading accounts, improving client retention by 15%
- Collaborated with the sales and trading teams to onboard new clients and ensure smooth KYC and AML compliance processes
Teaching Assistant
Shanghai Jiao Tong University
Shanghai, China
12.2023 - 01.2024
- Assisted professors in teaching BU263 and BU463 (Postgraduate) courses in Risk Management and Derivatives
- Helped students review key financial concepts and derivatives pricing models aligned with the CFA curriculum
- Supported organization of student discussions and Q&A sessions; praised by both faculty and students
- Facilitated engaging learning experiences for diverse student groups
Campus Marketing Coordinator
EasyTransfer
Beijing, China
02.2022 - 06.2022
- Conducted customer segmentation research to identify payment behaviour patterns across over 100 international student users
- Proposed and executed a 'zero transfer fee' campaign, leading to a 22% increase in platform sign-ups during Q2 2022
- Categorised customer profiles based on payment history, improving lead conversion for the regional sales team
Education
Master of Commerce - Financial Technology
University of New South Wales
Sydney, NSW06-2025
Bachelor of Commerce - Finance
University of New South Wales
Sydeny05-2024
Skills
- Financial Analysis
- Risk Awareness
- Team Collaboration
- Financial modeling
- Investment analysis
- Market research
Certification
- MOS Excel Certification, 2022
- UNSW College Academic Scholarship, 2022
References
Reference available upon request
Timeline
Account Manager
TMGM TradeMax Global Markets
10.2024 - 01.2025
Teaching Assistant
Shanghai Jiao Tong University
12.2023 - 01.2024
Campus Marketing Coordinator
EasyTransfer
02.2022 - 06.2022
Master of Commerce - Financial Technology
University of New South Wales
Bachelor of Commerce - Finance
University of New South Wales
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