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金融证券分析师英文简历范文

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Personal Details
Name: Miss. W Nationality: China (Mainland)
Current Place: Guangzhou Height/Weight: 162 cm50 kg
Marital Status: Single Age: 36 years
Career Objective
Application type: Jobseeker
Preferred job title: Security/Finance/Investment: Customer Sevice 、 Stock/Futures Trader: Security Analyst 、 : Stock Trader
Working life: 12 Title: No title
Job type: Full time Expected Start date: In a week
Expected salary: ¥5,000--¥8,000 Preferred working place: Guangzhou Shenzhen Hongkong
Work experience
Company's name: Philips (China) Investment Co., Ltd.Begin and end date: 2005-04-
Enterprise nature: Sino-foreign joint venturesIndustry: Communication/Telecom/Network Equipment
Job Title: Administration Supervisor, Purchasing Dept.
Job description: Responsibilities:
1. Wrote purchase cost-analysis reports, establishing costs control evaluation and forecasting systems;
2. Developed Asia Pacific supplier channels, leading price negotiation with vendors;
3. Handled department’s financial issues and ensured timely purchasing payments;
4. Followed up purchase orders,oversaw vendors’ production and delivery;
5. Provided performance evaluations of suppliers, dealt with department administrative affairs and document filing.

Major achievement:
1. Improved invoicing process, effectively increased payable to ensure timely production and delivery;
2. Reduced the annual purchase cost by 5%, gained bonus for exceeding the company goal.
Reasons for leaving:  
 
Company's name: Guangdong Ericsson Technology Co., Ltd.Begin and end date: 2003-12-2005-03
Enterprise nature: Soly foreign funded enterprisesIndustry: Communication/Telecom/Network Equipment
Job Title: Administrative Associate, NRO Division
Job description: Responsibilities:
1. HR data statistical verification and budget control in CATS system,
2. Assisted in dealing with the financial budget application, approval and payment issues for the division;
3. Organized the team-building activities for departments;
4. Made damaged products replacement application through ECHO system.

Major achievement:
1. Took the lead in developing the HR database verification system, which effectively controlled the HR costs and department expenses;
2. Enhanced openness of the department’s information, improved efficiency of the daily operations and internal communication.
Reasons for leaving:  
 
Company's name: Xinjiang Securities CO., Ltd.Begin and end date: 2002-04-2003-11
Enterprise nature: State-owned enterprisesIndustry: Accountant/Finance/Banking/Insurance
Job Title: Account Supervisor, Customer Service Dept.
Job description: Responsibilities:
1. Provided investing suggestions to clients;
2. Promoted the company’s marketing strategies;
3. Broaden client base, introduced online business and Stock Trading Settlement Service on Commission;
4. Maintained relationships with key accounts, providing consultation on business affairs, making statistical analysis of the monthly margins/volumes.

Major achievement:
1. Participated in the new branch establishment, contributed entire operational process and client management system to the department;
2. The stock recommended in bear market rose by 80%, ranked top in the list of percentage gains in Shanghai-Shenzhen securities market in 2003.
Reasons for leaving:  
 
Company's name: Everbright Securities Co., Ltd.Begin and end date: 2000-10-2002-03
Enterprise nature: State-owned enterprisesIndustry: Accountant/Finance/Banking/Insurance
Job Title: Customer Service & Financial Advisor, Customer Service Dept.
Job description: Responsibilities:
1. Provided frontline customers with investing instruction and suggestion for their risk- return preference;
2. Introduced online business and Stock Trading Settlement Service on Commission;
3. Maintained daily operations on the trading floor, communicated with departments and reported trading conditions and problems to management;
4. Managed trading rooms for middle clients, providing consultation on business affairs, making statistical analysis of the monthly margins/volumes.

Major achievement:
1. Took charge of online business and Stock Trading Settlement Service on Commission, cultivating key clients that accounted for more than ¥10 million for the section;
2. The proposal of Taking Government Bonds Long Position, which gained full support from management, achieved favorable results of financing and earning spread income in bear market.
Reasons for leaving:  
 
Company's name: Guangdong Securities Co.,Ltd.Begin and end date: 1997-07-2000-09
Enterprise nature: State-owned enterprisesIndustry: Accountant/Finance/Banking/Insurance
Job Title: Staff ,Customer Service Dept.
Job description: Responsibilities:
1. Gathered information from financial media in support of the investors’ decision-making;
2. Provided staff training on investment conception and analytical skills,;
3.Assisted in organization of large-scale lectures on investment consulting, writing lectures’ briefs and recommended securities and services;
4. Provided consultation on trading operation, dealt with counter business (including securities trading, accounts opening and funds transference).

Major achievement:
1. As the key member of original set-up team, assigned to build up the investing consultation competence for the new stock operating section;
2. Staff training recognized for excellence, the training materials have been embodied in Staff Training Manual of the company;
3. Wrote press releases for the internal monthly newsletter, developing good images and perceptions for the section.
Reasons for leaving:  
Educational Background
Name of School: Guangzhou Radio & TV University
Highest Degree: Bachelor Date of Graduation: 2004-07-01
Name of Major 1: Accounting Name of Major 2: Securities Investment
Education experience:
Start date End date Education organization Majors Certificate Certificate No
1994-09 1997-07 Jinan University Securities Investment Associate 00891629
2001-09 2004-07 Guangzhou Radio & TV University Accounting Bachelor 00430695
2009-09 2011-07 Jinan University International Finance Master  
Language Ability
Foreign Language: English Level: good
Chinese level: good Cantonese Level: excellent
Relevant skills and abilities
  English (CET- 4)
Securities Investment (Certificates of RCA & Stockbroker/Security Analyst/Fund in P.R.C)
Accounting (AIA IFRS Diploma & AMIA Certificate)
Computer (Office2002, Website design, Typing: 80words/ min)
Writing (Advertising Copy, business papers and Analysis of Marketing Research)
Self-recommendation letter
  More than 10 years finance experience in Financial Services sector and large-scale multinational corporations. Eight–year working in famous investment banks, with proficient knowledge of the financial products/operations, and extensive experience in investing management and servicing financial customers. Highly skilled in financial analysis and Customer Relationship Management; Working in multinational corporations has contributed to my knowledge of the financial operation in project procedures. From early the project budget planning, purchase cost forecasting to finally the accounts payable settlement, I obtained valuable financial and project management experience and gained bonus for reducing the annual purchase cost by 5%.
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目前所在: 广州 年龄: 36
户口所在: 广州 国籍: 中国
婚姻状况: 未婚 民族: 汉族
身高: 162 cm
体重: 50 kg

求职意向

人才类型: 普通求职
应聘职位: 证券/金融/投资:证券分析师,股票/期货操盘手:
工作年限: 12 职称: 无职称
求职类型: 全职 可到职日期: 随时
月薪要求: 5000--8000 希望工作地区: 广州,深圳,香港

工作经历

广东德银投资管理有限公司 起止年月:2008-02-01 ~ 至今
公司性质: 私营企业所属行业:会计/金融/银行/保险
担任职位: 高级投资经理
工作描述: 工作职责:
1.为客户制订资产配置方案并向客户提供理财建议;
2.组织市场推广活动,负责理财活动的策划、实施与效果评估;
3.组建业务团队,负责团队培训与考核;
4.中高端客户服务。
主要业绩:
1.在沪指振荡下挫15%市场环境下,所荐个股涨幅达85%,其最高涨幅逾175%;
2.拓展高端客户,迄今托管客户证券账户市值逾千万;
3.培训管理一支过20人团队,团队业绩在全公司系统名列前茅。
离职原因:  
飞利浦(中国)投资有限公司 起止年月:2005-04-01 ~ 2008-01-01
公司性质: 外商独资所属行业:通信/电信/网络设备
担任职位: 采购部行政主管
工作描述: 工作职责:
1.撰写采购成本分析报告,制定成本控制考评与预算决策制度;
2.拓展亚太地区供应商渠道,主持供应商价格谈判;
3.财务报账,确保采购资金落实到位;
主要业绩:
1.加强采购流程资金环节的控制与管理,有效缩短付款周期,确保了项目的生产与及时运送;
2.年度采购成本削减5%,获公司预算目标达成奖励。
离职原因:  
广东爱立信科技有限公司 起止年月:2003-12-01 ~ 2005-03-01
公司性质: 外商独资所属行业:通信/电信/网络设备
担任职位: 行政管理
工作描述: 工作职责:
1. 部门财务预算申请与审批报账;
2. 策划组织部门团队建设活动;
3. 通过CATS系统进行人力资源成本统计核实与预算控制;
4. 通过ECHO系统进行坏件申报与更换;
主要业绩:
1.率先建立部门HR数据库审核管理制度,有效控制部门成本,节省人力资源开支;
2.有力促进了部门信息管理的公开化与透明化,有效加强员工内部沟通,提高工作效率。
离职原因:  
新疆证券广州营业部 起止年月:2002-04-01 ~ 2003-11-01
公司性质: 国有企业所属行业:会计/金融/银行/保险
担任职位: 客户主管
工作描述: 工作职责:
1.为客户提供投资咨询建议;
2.负责营业部营销策略的宣传与推广;
3.拓展客户网络,推广网上交易与银证通;
4.核心客户维护与管理,处理投诉,咨询与建议,资金交易数据分析统计。
主要业绩:
1.参与公司筹建,建立一整套完善的部门业务流程与客户管理制度;
2.弱市推荐个股涨幅80%,位列2003年深沪股市年度涨幅榜首。
离职原因:  
光大证券有限责任公司 起止年月:2000-10-01 ~ 2002-03-01
公司性质: 国有企业所属行业:会计/金融/银行/保险
担任职位: 客户管理兼理财顾问
工作描述: 工作职责:
1.为一线客户提供投资指导,针对客户风险与收益偏好提供理财产品投资建议,
2.推广网上交易与银证通;
3.交易大厅秩序维护,与各部门协调与沟通,反馈交易状况与出现问题;
4.中户室交易管理,处理投诉,咨询与建议,资金交易数据分析统计。
主要业绩:
1.网上交易与银证通的主要负责人,为营业部引进过千万资金;
2.提出“建立国债多头头寸进行融资”的建议,获得管理层充分支持和肯定,在低迷的市场环境下起到了融资套利的良好效果。
离职原因:  
广东证券公司 起止年月:1997-07-01 ~ 2000-09-01
公司性质: 国有企业所属行业:会计/金融/银行/保险
担任职位: 客户服务部职员
工作描述: 主要职责:
1.负责财经媒体信息采编工作,供客户投资决策参考;
2.为企业员工提供证券投资理念及分析方法培训;
3.协助举办大型投资咨询讲座,会议内容记录整理;
4.处理业务投诉与咨询,办理柜台交易,开户登记与资金转账。
主要业绩:
1.营业分部的主要筹建人之一,委派负责对公司投资咨询力量的建设;
2.员工专业培训深获好评,培训资料收录进《广东证券员工培训手册》;
3.发表多篇通讯于内部期刊《广证通讯》,为营业部树立良好形象与口碑。
离职原因:  

教育背景

毕业院校: 广州广播电视大学    
最高学历: 本科获得学位: 学士 毕业日期: 2004-07-01
专 业 一: 会计学 专 业 二: 国际金融证券投资方向
起始年月 终止年月 学校(机构) 所学专业 获得证书 证书编号
1994-09-01 1997-07-01 暨南大学 国际金融证券投资方向 大专毕业证 00891629
2001-09-01 2004-07-01 广州广播电视大学 会计学 本科毕业证 00430695
2009-09-01 2011-07-01 暨南大学 金融学 硕士学位证书 -

语言能力

外语: 英语良好 粤语水平: 优秀
第二外语:  
国语水平: 良好    

工作能力及其他专长

英语(四级)
证券投资(获美国注册特许分析师(RCA)资格及中国证券经纪/投资咨询/证券投资基金从业资格)
会计(获AIA-国际会计师公会 IFRS 文凭及AMIA国际会计师执业资格)
计算机(熟练操作日常办公软件)
写作(包括文案创作、商业往来信函及市场调研分析)

详细个人自传

拥有12年的金融财务工作经验,主要涉及金融服务行业和大型跨国公司。其中,金融证券行业从业经历长达8年,熟悉资本市场证券投资品种与业务运作流程,积累了丰富的投资、金融证券客户服务经验,特别擅长证券投资理财分析与客户营销管理。跨国公司的工作经历使我熟悉项目流程,从前期项目预算编制,成本评估预算到后期采购资金落实到位,积累了宝贵的财务管理经验,并且实现了年度采购成本削减5%,获公司预算目标达成奖励。

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