Yuwen Zhang
Sydney,Australia
Overview
5
5
years of professional experience
Work History
Account Manager
TradeMax Australia Limited
, Australia
10.2023 - 03.2025
- Conducted account reviews and provided financial advice to help clients meet their trading goals；
- Collaborated with the marketing team to create and execute promotional campaigns, enhancing brand awareness and client engagement.
Industrial Analysis Intern
China Securities
Wuhan, China
09.2020 - 10.2020
- Researched on financial, market and operational data for transportation and delivering industries, analyzing, and forecasting the market scale and future trends of those industries;
- Conducted research on companies in the spices industry with the application of Python, capturing relevant company financial data and market indicators and writing independent research reports on a number of listed companies;
- Applied the GARCH models and Monte Carlo simulation methods in R for share price simulations and volatility calculations to forecast share price prospects for listed companies;
- Assisted account managers in conducting qualified investor due diligence, ensuring that clients' assets and supporting documents of investment experience were genuine and reliable through online visits and email contacts;
- Accomplished business development activities and recommended financial products according to the needs of potential clients through phone call and online communication.
Education
Master of Commerce - Finance
University of New South Wales
Sydney, NSW12-2025
Bachelor of Commerce - Accounting, Business Economics
University of New South Wales
Sydney, Australia12-2023
Skills
- STATA
- Financial analysis
- Problem solving
- Account management
- Financial forecasting
- Python
Projects
- Online Project Assistant for the Rebuild of Talent and Organizational Development for HR Digital System in MNC Investment Banking, 11/22, 01/23, Jianhua Zuo, Associate Manager, Accenture (China) Co., Ltd., Completed a special report on the HR system in Investment Banking Industry, Summarized the report with the application of SAP SuccessFactors, Accomplished a report on the analysis of data security and SAP SuccessFactors response for enterprise HRIS, Completed the MNC Investment Bank HR digital transformation proposal book
- Fintech: Optimal Behavior in Blockchains, in Crowdfunding and in Robo Advisor Portfolio Management, 01/20, Gathered information about Bitcoin and regional chains through the Internet, Analyzed the decentralized features of Bitcoin, Studied the objective conditions and reward mechanisms for mining bitcoins
Timeline
Account Manager
TradeMax Australia Limited
10.2023 - 03.2025
Industrial Analysis Intern
China Securities
09.2020 - 10.2020
Master of Commerce - Finance
University of New South Wales
Bachelor of Commerce - Accounting, Business Economics
University of New South Wales
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