I am a postgraduate student at the University of Melbourne with diverse experience in banking, securities, and financial services. As an Assistant Manager at the Bank of China’s Credit Department, I assessed client creditworthiness, led market expansion efforts. My role involved drafting financial reports, verifying cash flow accuracy, and maintaining a zero bad debt record. Additionally, I supported an IPO project at China Galaxy Securities, where I performed detailed financial analyses, reviewed compliance, and coordinated team-building activities. My experience in bond underwriting at China Securities Co., Ltd. included statistical market analysis, client communication, and assisting in bond management. Most recently, as a broker assistant at Liberty in Melbourne, I handled client communications, processed transactions, and supported regulatory filings, further honing my skills in financial analysis, client relations, and operational efficiency.
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Business DevelopmentEverfund Sep 2024 - Present -
Assistant Of BrokerLiberty Apr 2024 - Aug 2024Footscray, Victoria, AustraliaHandle client inquiries and maintain communication through phone, email, and meetingsInput and update client data and transaction records in systemsManage the broker’s calendar, appointments, and travel arrangementsSupport in the preparation and processing of trades, purchase agreements, and contractsDo the preparation work like caculate client’s capacity by servicing calculatorPrepare, process, and follow up on documentation related to transactions, account openings, and regulatory filings -
Assistant Of Bond Underwriting DepartmentChina Securities Co., Ltd. Mar 2024 - May 2024Statical analysis of market data, assisting in the preparation of client financing plansParticipate in and record the content of meetings, and communicate with clients and intermediaries on projectsAssist in the management of bonds during their duration, including the preparation of temporary announcements such as interest payment and resaleParticipated in the writing of annual reports for many companies, such as the annual bond report of Weihai Economic and Technological Development State-owned Assets Co., Ltd. and the annual bond report of Ganzhou Development Financial Leasing Co., Ltd. -
Assistant Of Ipo Project Of Esin In Shenzhen, ChinaChina Galaxy Securities Co. Dec 2023 - Feb 2024Assisted in conducting detailed financial analysis and valuation modelsCollect and organize company patentsReviewed financial statements to ensure they adhered to regulatory requirementsConducted comprehensive research on industry trends and market conditions to assess investor appetite and sentimentScan and collect past vouchers, and check for abnormal transactions and missing documentsOrganize past sales contracts and prepare sales detail test sheetsPlan and arrange weekend team-building activities for IPO teams -
Assistant Manager Of Credit DepartmentBank Of China Jun 2019 - Sep 2019Assisted the Credit Department Manager in accurately assessing the creditworthiness of clients and guarantors by conducting comprehensive analysis of financial statements and third-party informationEngaged in the China-Malaysia Strategic Cooperation Business Talk on Mineral ResourcesDrafted financial statements and analysis reports based on the bank's asset investigationVerified the authenticity of the cash flow and income statements of loan companies, analyzed their solvency and profitability, and provided credit recommendationsExpanded the bank's market and achieved sales targets under the leadership of the Business ManagerDeveloped customer sources, maintained good relationships with intermediary channels, and explored new customersAssisted the Manager in completing loans for 4 large and medium-sized enterprisesMaintained a zero bad debt record during the employment period
Jian Li Education Details
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Monash UniversityFinance, Management, Econometrics -
University Of MelbourneMaster Of International Business
Frequently Asked Questions about Jian Li
What company does Jian Li work for?
Jian Li works for Everfund
What is Jian Li's role at the current company?
Jian Li's current role is Student at University of Melbourne.
What schools did Jian Li attend?
Jian Li attended University Of Melbourne, Monash University, University Of Melbourne.
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