Jinxuan Li
Jiangsu,China
Summary
Enthusiastic and motivated student eager to learn new skills and gain new knowledge. Well-versed in strong communication and organisation skills. Adept at multi-tasking, leading group discussions and managing projects. Applies excellent time management skills to complete accurate and thorough work. Prepared to learn and support team, taking on new challenges.
Overview
2
2
years of professional experience
Work History
Investment Adviser Assistant
Huachuang Securities Co.,Ltd
Shanghai, China
11.2022 - 10.2024
- Collected and organized materials and helped the tutor create PowerPoint presentations.
- Organized portfolio management activities and assist in evaluating asset allocation and risk management strategies.
- Performed financial modelling analysis to assess potential returns and risks of investment options.
- Communicated with high-net-worth clients to provide personalised financial advice and solutions.
Social Entrepreneurship Practical Internship
UNSW
Sydney, Australia
08.2023 - 11.2023
- Presented findings from data analysis tasks clearly to non-technical colleagues.
- Developed a plan through the Double Diamond Model, communicating with clients on a regular basis.
- Fulfilled client needs and delivering marketing solutions at a lower budgeted cost.
- Solved complex problems with effective teamwork and communication skills.
Audit Assistant
BDO China Shu Lun Pan Certified Public Accountants
Suzhou, China
08.2022 - 09.2022
- Prepared trial balances for a listed company for each of the last ten years under the guidance of a tutor and carefully adjusted entries in the trial balance.
- Checked compliance with annual accounting vouchers that do not span periods and further checked original vouchers and journal vouchers to ensure they were consistent.
- Prepared balance sheets, cash flow statements, and financial reports for listed companies for the last 10 years under the guidance of a tutor.
- Analysed physical inventory of YuTian Electronic Technology Ltd., interfaced with company staff and completed ten monitoring and spot checks of low value consumables warehouse.
- Accessed Accounts Receivable, managed the physical inventory of fixed assets, and accomplished supervisory and sampling work for the second workshop.
Education
Bachelors of Commerce - Finance
University of New South Wales
Sydney, Australia 01.2021 - 02.2024
Master of Science - Economics and Finance
King's College London
United Kingdom 09.2024 -
Skills
- Financial analysis
- Portfolio management
- Risk tolerance assessment
- Interpersonal communication
- Software Knowledge: Microsoft Office Suite (Word, PowerPoint, and Excel), Computer-Aided Design
- Programming: R Language, Access, Python
Languages
Chinese (Mandarin)
Native
English
Fluent
Timeline
Master of Science - Economics and Finance
King's College London
09.2024 -
Social Entrepreneurship Practical Internship
UNSW
08.2023 - 11.2023
Investment Adviser Assistant
Huachuang Securities Co.,Ltd
11.2022 - 10.2024
Audit Assistant
BDO China Shu Lun Pan Certified Public Accountants
08.2022 - 09.2022
Bachelors of Commerce - Finance
University of New South Wales
01.2021 - 02.2024
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