Zhihao Yu
Brisbane,QLD
Overview
1
1
year of professional experience
Work History
Assistant Investment Manager
Yuanrui Capital Investment Center
04.2022 - 08.2022
- IPO due diligence In-depth participation: Fully participated in IPO due diligence of 6 enterprises in the new energy industry, deeply evaluated the status, competitiveness, profitability and core technology of enterprises, and provided accurate corporate portraits and risk assessment for the company;
- Key information integration and reporting: Sort out key information of annual reports and research report of the enterprise, record the composition of shareholders, development context, financial reports and technological processes in detail, and provide solid data support for investment decisions;
- Forward-looking analysis and unique insights: Insight into industry trends, analysis of corporate strategy, provide forward-looking investment advice
Assistant Account Manager
GF Securities
10.2021 - 12.2021
- Customer demand analysis and product recommendation: In-depth analysis of each customer's investment needs and risk tolerance, combined with their account fund status, recommend suitable financial products, and assist account managers to ensure customer account compliance;
- In-depth research and consultation on financial products: Continuous follow-up research refers to financial products such as growth funds and ETF funds, providing professional consultation and advice to customers and selecting suitable investment programs. Communicate with industry experts to keep knowledge updated;
- Market dynamics tracking and decision support: pay close attention to market dynamics, regularly analyze key data, timely discover market trends and risks, write detailed reports, and provide strong decision support for teams;
Stock Trader
Guangzhou Huahui Investment Education
05.2021 - 07.2021
- Stock market and foreign exchange market: accurately grasp markets dynamics, judge impacts of economic indicators on commodities and precious metals, and provide powerful market analysis for investors;
- Technical indicators application and report writing: good at using technical indicators to analyze market trends, write detailed reports, and provide investors with comprehensive investment advice;
- UK and US policy trends tracking and unique insights: closely track UK and US policies, provide latest market information, combined with personal experience, put forward unique market insights to help investors seize opportunities. Experienced in actual combat, have independently operated accounts and achieved 60% return within eight months, showing excellent professional ability
Education
Master of Commerce - International Business
University of Queensland
Brisbane, QLD07.2024
Bachelor of Commerce - Finance
Beijing Normal University Zhuhai
China06.2021
Skills
Computer Skills:
- Proficient in Word, Power point and other tools
- Master Excel, such as functions, charts and data pivots
- Be proficient in using Python and SQL for data collection and drawing, such as ER diagrams, use case diagrams and sequence diagrams
- Proficient in using Power BI for visual analysis
- Organizational Skills:
- During four years as class monitor in the university, led a class of 116 students and accurately managed the release and recovery of materials Assist teachers to update students' information; Actively organize various kinds of lectures to broaden students' knowledge Planned two class gatherings to effectively enhance class cohesion and friendship
- Communication Skills:
- Worked with colleagues on various corporate due diligence assignments during internship at a private equity firm
- Fluent in spoken and written Chinese
Timeline
Assistant Investment Manager
Yuanrui Capital Investment Center
04.2022 - 08.2022
Assistant Account Manager
GF Securities
10.2021 - 12.2021
Stock Trader
Guangzhou Huahui Investment Education
05.2021 - 07.2021
Master of Commerce - International Business
University of Queensland
Bachelor of Commerce - Finance
Beijing Normal University Zhuhai
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