WEIZHE YIN
Exeter,Devon
Summary
Driven and analytical finance professional possessing a Master’s in Financial Analysis and Fund Management from the University of Exeter, now undertaking CFA Level 1. Proficient in financial modelling, asset valuation, and financial reporting, with practical expertise in equities research and investment strategy deliberations. Proficient at utilising advanced Excel and Python for financial analysis, forecasting, and process automation. Skilled at evaluating market trends and financial information to facilitate strategic decision-making. Robust expertise in quantitative finance and risk management, emphasising the application of financial analysis to enhance investment banking operations. Desiring to utilise analytical proficiency and fervour for finance to serve as a Financial Analyst in the Investment Banking Division.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Equity Research Intern
Shenzhen Founder Securities
Shenzheng, China
06.2021 - 09.2024
- Conducted in-depth analysis of over 20 market trends, financial reports, and investment portfolios, providing key insights that supported senior analysts in strategic decision-making.
- Researched and evaluated 30+ stocks, bonds, and financial instruments, producing actionable recommendations that enhanced a firm’s investment strategies.
- Participated in over three client meetings, gaining familiarity with detailed investment strategies and related financial advice.
Yoga instructor
Iyengar yoga studio
Changsha, China
01.2022 - 04.2023
- Personalised Course Design & Teaching: Designed and taught personalised yoga courses for over 30 students, improving their physical health and mental well-being by 25%, as measured by post-course surveys
- Client Relationship Management: Built and maintained relationships with over 50 clients, increasing retention rates by 20% through regular feedback and personalised recommendations.
Education
Bachelor of Financial Engineering - Finance
Beijing Institute of Technology
Zhuhai,China 09/2017 - 06/2021
Pre-Master’s Certificate in Finance - Finance
University of Exeter
Exeter,United Kingdom 09/2023 - 06/2024
Master of Financial analysis and fund management - Finance
University of Exeter
Exeter,United Kingdom 09/2024 -
Skills
- Advanced Excel: Skilled in financial modelling, data analysis, pivot tables, and VBA for process automation
- Python (Basic): Proficient in using Python for data analysis, financial forecasting, and basic algorithmic tasks
- Mathematics: Strong foundation in quantitative methods, statistical analysis, and financial mathematics
- Analytical Skills: Expertise in breaking down complex problems, interpreting data, and providing actionable insights
- Financial Forecasting: Experienced in predicting economic trends, budgeting, and projecting financial outcomes using advanced tools
Certification
CFA Level 1 Candidate
Chartered Financial Analyst (CFA) Institute | 2024 – Present
Preparing for the CFA Level 1 exam, focusing on core concepts in investment tools, asset valuation, financial reporting, and portfolio management.
Timeline
Yoga instructor
Iyengar yoga studio
01.2022 - 04.2023
Equity Research Intern
Shenzhen Founder Securities
06.2021 - 09.2024
Bachelor of Financial Engineering - Finance
Beijing Institute of Technology
09/2017 - 06/2021
Pre-Master’s Certificate in Finance - Finance
University of Exeter
09/2023 - 06/2024
Master of Financial analysis and fund management - Finance
University of Exeter
09/2024 -
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