Zoe Lee Chen Email and Phone Number
🙋🏻♀️ Néih Hóu! My name is Zoe Lee Chen, a dedicated Business Analyst with strong track record in research.🎓 With a Masters in Business Analytics from Western Sydney University, I possess a strong educational foundation and a deep commitment to continuous learning, making me well-suited to shine in any business role.💰 I began my career as a research consultant at Fiftyfive 5, where I honed my skills in qualitative and quantitative research methods, data analysis, and report writing, working with clients across a range of industries to deliver actionable insights that drove business growth.🦋 After my time as a research consultant, I transitioned to working as an Administrative Assistant at the family business, Chen Capital, where I leveraged my organisational skills to streamline office procedures and increase efficiency. Drawing upon my extensive research and analytical skills from my previous role, I developed into the role of Portfolio Analyst. Where I excelled in conducting market research and financial modelling to identify emerging trends and potential investment opportunities. My efforts resulted in the discovery of first-class investments that generated significant returns for clients and the company.⭐️ I aim to utilise my skills and expertise in Project Finance to contribute to the renewable energy sector and I look forward to collaborating with a diverse and focused team to drive positive change.🧘🏻♀️ When I'm not working, I enjoy giving back to my community through social impact initiatives and promoting gender equality by providing resources to Equality Rights Alliance. I also maintain a healthy lifestyle by engaging in spin classes and hot yoga sessions to keep my mind and body in tip-top shape.💡 I am confident that my dedication, expertise, and passion for business analysis make me a valuable asset to any organisation. I look forward to exploring new opportunities where I can continue to grow and make a positive impact.📫 Connect with me if you’d love to chat.💜 Zoe Lee xo
Chen Capital
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Portfolio AnalystChen Capital Oct 2020 - PresentSydney, New South Wales, Australia💹 As a portfolio analyst at Chen Capital, we achieved above market returns and a 95% client retention rate. I presented clear and concise performance reports, resulting in a 9.5/10 client satisfaction rating and positive feedback from senior management. I also built strong client relationships, resulting in a 30% increase in assets under management and an average client lifetime value of six figures.• Evaluated investment portfolio performance regularly and analysed market trends to ensure the portfolio remained aligned with client's goals and risk tolerance, resulting in a client retention rate of 95%.• Presented performance reports to senior management and clients on a regular basis, effectively communicating complex financial data in a clear and concise manner, resulting in a client satisfaction rating of 9.5/10 and positive feedback from senior management.• Developed and maintained strong relationships with key clients, resulting in a 30% increase in assets under management and an average client lifetime value of six figures.• Conducted sensitivity analyses using financial models to evaluate the impact of changing market conditions on portfolio performance, resulting in recommendations for adjustments that mitigated risk and improved returns.• Maintained up-to-date knowledge of market trends, macroeconomic conditions, and industry-specific news to identify emerging risks and opportunities, resulting in successful investments in emerging markets and a reputation as a thought leader among colleagues and clients.
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Administration AssistantChen Capital Jul 2018 - Sep 2020Sydney, New South Wales, Australia📒 During my tenure as an Administration Assistant at Chen Capital, I was able to efficiently streamline office procedures, resulting in a significant reduction of paperwork by 30% and an increase in productivity by 25%. Moreover, I skilfully managed the firm's financial affairs and made valuable contributions to the production of precise and meaningful financial reports, utilising clear and concise language.• Introduced and implemented new office procedures, reducing paperwork by 30% and increasing efficiency by 25%, resulting in a more productive work environment.• Managed the firm's finances, including accounts receivable and payable, ensuring timely payments and reducing outstanding balances by 50%.• Assisted with the preparation of financial reports, ensuring accuracy and completeness of data and presenting information in a clear and concise manner, contributing to the production of accurate and valuable financial insights.• Conducted in-depth research on investment opportunities and presented findings to executive management, resulting in a 20% increase in overall portfolio value.• Provided excellent customer service to clients, responding to inquiries in a timely and professional manner, resulting in a 95% customer satisfaction rating, demonstrating a strong commitment to client satisfaction.
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Research ConsultantFiftyfive5 Jan 2017 - Jun 2018Sydney, New South Wales, Australia👀 Fiftyfive 5 is a market research consulting firm that provides strategic insights to clients across various industries. During my time as a research consultant, I conducted over a dozen qualitative and quantitative research projects, delivering insights and recommendations to clients. I managed a team of 2-3 interns where I provided guidance on research methodologies and data analysis techniques. My work resulted in a 85% client satisfaction rating and contributed to a 15% increase in revenue for the company.• Designed and implemented surveys with careful consideration of client goals and target audience, resulting in a high response rate of 75% and providing valuable insights to clients.• Analysed and interpreted data using advanced statistical methods such as regression analysis and factor analysis, leading to a notable 20% increase in client satisfaction and informing key business decisions.• Collaborated with a team of 5 to create 12+ comprehensive reports for clients, ensuring accuracy and timeliness of deliverables, resulting in a 15% increase in revenue.• Conducted comprehensive competitive analysis and market research, identifying key trends and opportunities, resulting in a 30% increase in customer engagement for clients.• Conducted in-depth interviews with 50+ participants, ensuring comprehensive understanding of client needs and leading to a high 85% satisfaction rate among clients.
Zoe Lee Chen Education Details
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Applied Finance
Frequently Asked Questions about Zoe Lee Chen
What company does Zoe Lee Chen work for?
Zoe Lee Chen works for Chen Capital
What is Zoe Lee Chen's role at the current company?
Zoe Lee Chen's current role is Business Analyst | Portfolio Management | Private Wealth | Gender Equality | Power BI | WSU MBusAnalytics | LION.
What schools did Zoe Lee Chen attend?
Zoe Lee Chen attended Western Sydney University.
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