Yuting Yuan
Sydney,NSW
Summary
To seek and maintain casual position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
I have solid financial knowledge through my previous financial study experience in Germany. Through my work experience at State Street, I was able to integrate more quickly into a multicultural work environment, while at the same time completing my work efficiently. With a background of working and studying in Europe, I am trilingual in German, English and Chinese, proficient in MS Office and Stata, hardworking and passionate about my work, and at the same time detail-oriented.
Overview
1
1
year of professional experience
Work History
Contractor
State Street Bank International GmbH
2023.01 - 2023.06
KVG Back-office Insourcing - Tax Operations, FinRep, Fund Events
- Assisting in the preparation and review of tax documents, especially in the case of tax documents for clients with special funds
- Verification of client annual fund returns for special funds and tax return information with the partnering PwC accounting department to finalize the consolidation of materials
- Assisting in the execution of distributions and reinvestments of special funds
Intern
China Securities Co.,Ltd
2022.07 - 2022.09
Investment Banking Division
- Participate in the preparation stage of company's IPO material review, and field research of the client company's specific business situation. Aggregate and review the supplier reply data from customers and verify the account amount with the content of the supplier reply letter
- Conducted due diligence with the project team, accompanied the client's shareholders to the bank to conduct bank flow investigation, and helped the project team with the presentation at the client's shareholders meeting
- Summarize and collate competitive companies in the same industry of the client, and summarize the financial data of the competitive companies, analyze their key areas, and compare with client company
Education
Peking University
ChinaMaster of Science - Commerce
University of New South Wales
Sydney, NSW12.2024
Bachelor of Science - Business Administration (specialization in Finance
EBS Universität Für Wirtschaft Und Recht
Germany07.2023
Skills
- Attention to Detail
- Client Relations
- Team Collaboration
- Month-End Reporting
- Financial Analysis
- Deadline Adherence
- Project Support
- Effective Multitasking
- Project Management
- Tax Reporting
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
German
Full Professional
Timeline
Contractor
State Street Bank International GmbH
2023.01 - 2023.06
Intern
China Securities Co.,Ltd
2022.07 - 2022.09
Peking University
Master of Science - Commerce
University of New South Wales
Bachelor of Science - Business Administration (specialization in Finance
EBS Universität Für Wirtschaft Und Recht
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