wendi Zhao
Finance Management Trainee at 新希望集团 New Hope Group- Claim this Profile
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Chinese Native or bilingual proficiency
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English Limited working proficiency
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Bio
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Credentials
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CFA Level 1
CFA InstituteJan, 2021- Sep, 2024
Experience
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新希望集团 New Hope Group
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China
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Investment Management
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1 - 100 Employee
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Finance Management Trainee
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Jun 2020 - Present
• Analyzed performances of targeted industries and companies, and conducted reports to guide investment decisions.• Facilitated subsidiaries’ data modeling activities for internal supervision and external cooperation.• Coordinated with other departments to develop the latest supply chain finance strategy. • Analyzed performances of targeted industries and companies, and conducted reports to guide investment decisions.• Facilitated subsidiaries’ data modeling activities for internal supervision and external cooperation.• Coordinated with other departments to develop the latest supply chain finance strategy.
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Secretary to the CEO
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Dec 2019 - May 2020
• Provided administrative support to the CEO and other members of the executive team.• Assisted board of director meetings include document preparation, travel arrangements, etc.• Provided Chinese-English simultaneous interpretation for multinational hospitality consulting services in Boston. • Provided administrative support to the CEO and other members of the executive team.• Assisted board of director meetings include document preparation, travel arrangements, etc.• Provided Chinese-English simultaneous interpretation for multinational hospitality consulting services in Boston.
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Liepin Overseas
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United States
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Human Resources Services
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1 - 100 Employee
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Recruiting Specialist Intern
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Oct 2019 - Dec 2019
• Interviewed hundreds of engineering students from American Top 100 Universities for a Fortune 500 company.• Conducted headhunting activities to connect qualified candidates for VP positions in a top securities company. • Interviewed hundreds of engineering students from American Top 100 Universities for a Fortune 500 company.• Conducted headhunting activities to connect qualified candidates for VP positions in a top securities company.
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PwC Australia
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Australia
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Business Consulting and Services
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700 & Above Employee
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Employer Branding Team
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Jun 2018 - Aug 2018
• Prepared reports of competitors, illustrated data graphically, and translated complex findings into presentations.• Adapted database to record past recruitment events and discover sponsorship opportunities.• Expanded LinkedIn presence by publishing recruitment analysis and charity activity reports. • Prepared reports of competitors, illustrated data graphically, and translated complex findings into presentations.• Adapted database to record past recruitment events and discover sponsorship opportunities.• Expanded LinkedIn presence by publishing recruitment analysis and charity activity reports.
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Marketing Internship
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Mar 2018 - Aug 2018
Facilitated and organized events on social platform with more than 1000 awareness, including Facebook and WeChat.● Coordinate with 8 restaurants and 6 student associations to sponsor events for advertising purpose. Facilitated and organized events on social platform with more than 1000 awareness, including Facebook and WeChat.● Coordinate with 8 restaurants and 6 student associations to sponsor events for advertising purpose.
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Boston University
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United States
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Higher Education
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700 & Above Employee
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Student Caller
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May 2017 - Jun 2018
Communicated with over 300 alumni per shift to allocate BU annual funds, and improve alumni network relations.Represented advises and support to educate and manage new callers. Communicated with over 300 alumni per shift to allocate BU annual funds, and improve alumni network relations.Represented advises and support to educate and manage new callers.
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Huarong International Financial Holdings Limited
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Financial Services
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1 - 100 Employee
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Finance Internship
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May 2017 - Sep 2017
• Facilitated the evaluation of billion-dollar real estate projects through data collection and field visits.• Developed gold industry scenarios to identify and monitor key business drivers and risks. • Facilitated the evaluation of billion-dollar real estate projects through data collection and field visits.• Developed gold industry scenarios to identify and monitor key business drivers and risks.
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AUIA International Summer School
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China
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Education Management
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1 - 100 Employee
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School Manager
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Jan 2016 - Aug 2017
Tutored more than thirty students about the process of summer school program each month.Generated and presented at least one workshop per month to improve the awareness of the summer program.Coordinated with Study Abroad Department and student associations to sponsor events for advertising purpose. Tutored more than thirty students about the process of summer school program each month.Generated and presented at least one workshop per month to improve the awareness of the summer program.Coordinated with Study Abroad Department and student associations to sponsor events for advertising purpose.
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Insurance Administrative Assistant
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Dec 2016 - Feb 2017
• Completed 10+ investment reports for clients and prepared insurance case for final underwriting approval.• Translated foreign articles to support the edit of the annual report. • Completed 10+ investment reports for clients and prepared insurance case for final underwriting approval.• Translated foreign articles to support the edit of the annual report.
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Education
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Harvard University Extension School
Master of Liberal Arts, Business Management, Project Management -
Boston University
Undergraduate, Questrom -
Suffolk University
Undergraduate, International Business