Bachelor's degree in Finance, familiar with the overall financial process. Have solid knowledge of financial accounting, strong interest in corporate accounting work, can practice every day in summer. Have strong information and data acumen, and good writing skills , can proficiently use office software English can be used as a working language, have good active communication skills, learning skills, coordination and problem-solving skills, finanial analysis skills and risk control awareness Be proactive, work meticulously and patiently, have a strong sense of responsibility, and have a certain sense of responsibility Stress resistance. Able to adapt to simple repetitive work and short-term high-intensity work.
Summary
Education
City University of Hong Kong
Finance - Bachelor
2021 - 2025
Work Experience
EastWest Bank
Corporate Banking
June 2023 - September 2023
Met with customers to assess needs and propose customized solutions.
Structured and finalized secured and unsecured loans. Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance. Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities. Supported financial director with special projects and additional job duties.
Bank of Guangzhou
Intern
May 2022 - August 2022
Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments. Entered loan data into computerized banking system for renewals and
modifications and submitted requests to portfolio managers before maturity.
Managed customer service inquiries and pinpointed and implemented proper path to resolution. Prepared, sorted and distributed Type reports to appropriate branches. Advised customers of products and services and assisted bankers in delivering superior customer service. Referred customers to other banking departments for specialized services.. Cross-sold credit cards, loans and other bank products.. Assisted customers with banking needs and inquiries.
CityU MBA
Teaching assistant
September 2022 - May 2023
Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives. Tutored struggling students individually and in small groups to reinforce learning concepts. Assisted teachers with classroom management and document coordination to maintain positive learning environment. .Supported classroom activities, tutoring, and reviewing work. Completed daily reports on attendance and disciplinary performance.
Facilitated activities in small groups to reinforce concepts taught by class teacher. Worked with teacher to optimize learning plans based on student test grades and evaluations.
Projects
JPMorgan Chase Investment Banking
JPMorgan Chase Investment Banking Virtual Experience Participated in the JPMorgan Chase Investment Banking Virtual Experience program, a virtual internship program hosted by JPMorgan Chase to provide students with an in-depth understanding of investment banking. In this project, I learned about investment banking business processes and deal cycles by completing challenges and assignments, and collaborated with peers from different backgrounds. In addition, I also learned the use of financial modeling and analysis tools, including Excel and Bloomberg Terminal. This program not only gave me a better understanding of how investment banking works, but also improved my teamwork and communication skills.