Finance graduate with extensive investment experience in stocks, ETFs, and crypto. Proficient in fundamental analysis, with a deep understanding of macroeconomic trends and key sectors, including tech, semi, and AI. Skilled in leveraging data-driven insights to support informed decision-making. Bilingual in English and Chinese, seeking opportunities to apply my market expertise and analytical skills in a dynamic financial environment.
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International Department InternAgricultural Bank Of China Guangzhou Huanan Branch Jul 2023 - Aug 2023Guangzhou, Guangdong, China• Reviewed and validated over 150 foreign exchange transactions to ensure compliance with anti-money laundering and domestic foreign exchange control policies, enhancing the bank's compliance framework and reducing potential regulatory risks.• Conducted in-depth background checks on over 30 clients, reducing potential legal and credit risks. Ensured compliance with financial services and fulfilled the bank's due diligence procedures.• Utilized Bloomberg Terminal to acquire key financial data, to support the decision-making process for over ten interbank market trading resources, greatly improving banks' capital utilization efficiency.• Visited five key clients to offer customized financial solutions, this significantly enhanced customer loyalty and satisfaction, resulting in a 25% increase in client retention rates and successful cross-selling of additional financial products.
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Sales Operations Assistant InternHaitong Securities Guangzhou Branch Jul 2022 - Aug 2022Guangzhou, Guangdong, China• Applied advanced Excel skills (VLOOKUP, pivot tables) to analyze complex data, create visual reports, and present insights at company meetings, resulting in commendation from leadership.• Efficiently navigated cross-department coordination to resolve compliance issues, achieving complete compliance verification in under one month.• Utilized Bloomberg Terminal to monitor market trends and curate relevant financial news, significantly boosting client engagement and loyalty through dissemination of strategic information.• Prepared for significant product launches by analyzing potential customer data and forecasting sales trends, achieving engagement with 37 key clients and generating 356,041 RMB in sales revenue.
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Operations AssistantGuangzhou Monetary And Finance Museum Oct 2019 - Nov 2021Guangzhou, Guangdong, China• Conducted over 40 museum tours, consistently delivering engaging and error-free presentations, and earned unanimous positive feedback from visitors, showcasing exceptional communication skills.• Led the development process for the museum's mascot, "Huo Huo Bing," overseeing everything from initial concept to material selection. Coordinated a campaign engaging over 5,000 participants, resulting in six unique merchandise designs for retail sale.• Strategically orchestrated the museum's involvement in campus cultural festivals and International Museum Day, effectively leveraging resources and forging expanded partnerships with museum, university, and government entities.
Jack Liu Education Details
Frequently Asked Questions about Jack Liu
What is Jack Liu's role at the current company?
Jack Liu's current role is Finance Student at Rutgers School of Business.
What schools did Jack Liu attend?
Jack Liu attended Rutgers University - Camden.
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