Valuation Analyst intern

• Apr 2023 - Present

Banking Service Trainee / Working onsite at BYN Mellon

• Mar 2022 - Jan 2023

In this Role, I performed a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigated and corrected errors in client accounts. Conducted independent analysis and policy interpretation. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. Served as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. Show less

Customer Service Representative

• Jul 2019 - Jul 2020

During my role as a Customer Service Representative, I identified and addressed customers' inquiries by responding via phone calls. I communicated with customers for payment and calculated profit regularly by assisting business owner. During my role as a Customer Service Representative, I identified and addressed customers' inquiries by responding via phone calls. I communicated with customers for payment and calculated profit regularly by assisting business owner.

Investment Management

• Aug 2017 - Sep 2017

In this role, I ascertained and resolved customers queries for smooth running of operations. I provided support to manage participants' registration. I attended various seminars including topics of stock market, foreign exchange, and offshore relationship management. I reviewed and analyzed stock movements, currency exchange rates between countries, and news. I presented information of offshore RMB (Chinese Official Currency) to financial professionals and executives. The following are highlights of the value I brought to COMPANY: • Commended by senior management for securing second place out of five teams regarding financial competition. Show less

Finance Intern

• Jun 2016 - Jul 2016

As a Financial Intern, I identified and resolved customers' complaints to manage working process of business. I communicated with 5 to 7 people per day to understand and fulfill customers' needs. The following are highlights of the value I brought to COMPANY: • Succeeded to open new customer accounts and closed old ones. • Promoted new bank products and services including saving and stock option to customers. As a Financial Intern, I identified and resolved customers' complaints to manage working process of business. I communicated with 5 to 7 people per day to understand and fulfill customers' needs. The following are highlights of the value I brought to COMPANY: • Succeeded to open new customer accounts and closed old ones. • Promoted new bank products and services including saving and stock option to customers.

Finance Intern

• Jun 2015 - Jul 2015

While working as a Financial Intern, I provided support for internal financial and regulation compliance audits and cross reference work documentation. I highlighted unusual financial statement relationships by performing analytical procedure. I assessed effectiveness of controls and presented audit results with recommendations to senior management for final reviews. I reviewed purchase information, resident's payment, remaining houses situation, and sales profit. The following are highlights of the value I brought to COMPANY: • Fostered and fortified trust worthy relationship with senior managers and team members. Show less