Lei Chen
Final-year student with six internship experiences in various financial services providers including Big Four and IBD. Participated in 10+ projects with a passion for building both strategic and financing solutions.
28 years old
Driving License
Sydney (2160) Australia (New South Wales)
Nearing graduation
Open to opportunities
- Postgraduate student from the University of Sydney.
- Skilled, outgoing and detail-oriented.
- With a proven track record of success in internships that I did during the past three years, I have had the opportunity to acquire the skills that are relevant to assisting a large team in a fast-paced environment.
Corporate Relations Manager
HEC Paris CEMS Club
Since August 2017
Paris
France
- Served as the liaison between the University and corporate partners.
- Built links with society alumni to provide HEC students with investment banking and consulting contacts.
- Organized events including company visits, breakfast networking events, case study workshops with consultants, etc. and successfully held the Hilti networking event.
Investment Banking Division Intern
Haitong Securities
July 2017
to August 2017
Internship
Shanghai
China
- Participated in two IPO deals in the Materials sector, one of which is successfully listed on Shanghai stock exchange (603378.SS).
- Assisted executives in drafting the prospectus, the content of which includes financial ratio analysis, ownership structure and competitive analysis in Chapter 2, 5, 10 & 11; prepared IPO application filings and reconciled the results with lawyers’ and accountants’ outcomes.
- Performed in-depth business and financial due diligence on client companies through working papers preparation and on-site supplier visits.
- Actively summarized the latest laws and regulations announced by CSRC and SSE; wrote two summary reports on matters concerning the shareholding reduction and financial projections.
Bond Underwriting Assistant (Investment Banking Division)
Industrial Securities
December 2016
to February 2017
Internship
Beijing
China
- Responsible for underwriting financial and corporate bonds, amending offering circulars, writing bond financing proposals and conducting the due diligence.
- Worked collectively on a Tier Two Capital Bond underwriting project; independently analyzed the macro-performance of the bond market using Wind and created over 30 PPT slides that have been adopted and directly presented to the client.
- Researched online bond market and narrowed down potential bond issuers based on operations and financial criteria such as net assets, EBITDA margin; recommended 80+ potential firms over four districts to the team.
Treasury
Royal DSM
January 2016
to February 2016
Internship
Shanghai
China
- Responsible for consolidating daily bank cash positions, executing daily treasury approved bank transactions.
- Helped the Treasury team with forex risk management by supporting the weekly FX analysis and successfully brokered the hedging deal within the budget.
- Reviewed Commercial Bill of Exchange, coordinated intercompany clearing and prepared proper documentation for HSBC and Deutsche Banks.
- Maintained the DBSH Bank House and Cash Pool in the SAP system on a daily basis by checking inward and outward remittances as well as interests charged; submitted the weekly cash position report in time.
Marketing Coordinator (ACISC)
University of Sydney Union)
August 2015
to March 2016
Sydney
Australia - New South Wales
- Responsible for the sponsorship and public relations.
- Recruited, cultivated and developed good relationships with various corporate groups and sponsors.
- Conducted face-to-face presentations with clients and donors.
- Created and implemented sustainable marketing strategies for both the society and clients.
- Collaborated with four other students to successfully raise fund (AU$4000) for ACISC's major event through the negotiation with H&T Realty.
Tax Intern (Global Employer Services)
Deloitte Touche Tohmatsu
December 2015
to January 2016
Internship
Shanghai
China
- Responsible for the annual filing, reporting and cash remittances of the individual income tax.
- Prepared 245 tax returns for December for Disney international assignees in compliance with multifaceted tax laws and regulations and completed the annual filing for Disney individuals according to share and bonus schemes within five days.
- Reviewed tax computations and ensured timely payment and final settlement for KONE.
- Attended to tax queries from different clients and assisted them in resolutions of tax issues with the tax authority.
Product Assistant (International Settlement Dept.)
Bank of China
January 2015
to February 2015
Internship
Hunan
China
- Responsible for the issuance, cancellation and collection charges of Letters of Guarantee (L/G); foreign exchange settlement; verification of Letters of Credit (L/C).
- Liaised with counterparties and banks including DBS and Valin Group for L/G negotiation and documents preparation.
- Performed document inspection of both Import and Export L/C in accordance with UCP600.
- Obtained the preliminary knowledge of trade finance through lots of practices in the SWIFT system.
- Issued 22 L/G and checked 35 L/C under the guidance of coworkers over the time frame of two weeks.
Financial Accountant
Hunan Xianghui Metal Products Co., Ltd
December 2014
to January 2015
Internship
Hunan
China
- Responsible for preparing financial statements (FY2014) and performing the internal audit.
- Journalized transactions for shipments, cash receipts and disbursements using Yongyou software; analyzed changes in cash flows and developed 2-page suggestions regarding A/R and A/P policies.
- Conducted financial analyses to identify ¥1mn in cost-saving areas which were accepted at the executive level as a foundation to revise the 2015 budget.
- Assisted in the external auditing by offering auditing evidence and correcting a few mistakes in journal entries.
Checkpoint Hand
The Color Run
June 2015
Volunteer Work
Sydney
Australia - New South Wales
- Responsible for checking in, collecting commission fee, entering information into the database and handing out event kits.
Parking Assistant (The Wild Endurance 100km & 50km Team Challenge)
The Wilderness Society Australia
May 2015
Volunteer Work
Sydney
Australia - New South Wales
- Responsible for checkpoint set up, take down and parking.
Teacher
Fun-Nepal
December 2014
Volunteer Work
Kathmandu
Nepal
- Responsible for teaching English, Chinese and Math at Khawalung Tashi Choelin Monastery and Kirtipur English Boarding School.
Checkpoint Assistant (The Wild Endurance 100km & 50km Team Challenge)
The Wilderness Society Australia
May 2014
Volunteer Work
Sydney
Australia - New South Wales
- Responsible for checking out, collecting results and recording time to the board.
Coursework: Strategic & Legal Aspects of Mergers; Corporate Finance; Country Risk Management; Services Offshoring; Luxury Management; Strategic Management of Innovation; French; Business Communication Seminar.
CPA Exam Candidate <Accounting, Auditing & Corporate Strategy and Risk Management>.
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CPA Exam Candidate <Accounting, Auditing & Corporate Strategy and Risk Management>.
Coursework: Accounting and Financial Management; Business Tools for Management; International Marketing; The Future of Business.
Passed Chinese Securities Qualification Examination.
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Passed Chinese Securities Qualification Examination.
The University of Sydney Business School is a world-class business school at the forefront of global business and management education.
Relevant Coursework: The Business Environment, Digital Business Innovation, Financial Valuation, Corporate Finance, Investment and Portfolio Mgmt., Derivatives Securities, Macroeconomics, Financial Statement Analysis, Auditing, Financial Accounting, Management Accounting, Quantitative Business Analysis.
Passed Level 1 of the CFA Program; eligible for exemption of eight papers at the Fundamentals level of the ACCA Program; IELTS 7.0; GMAT 670 (82nd percentile).
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Relevant Coursework: The Business Environment, Digital Business Innovation, Financial Valuation, Corporate Finance, Investment and Portfolio Mgmt., Derivatives Securities, Macroeconomics, Financial Statement Analysis, Auditing, Financial Accounting, Management Accounting, Quantitative Business Analysis.
Passed Level 1 of the CFA Program; eligible for exemption of eight papers at the Fundamentals level of the ACCA Program; IELTS 7.0; GMAT 670 (82nd percentile).
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Bloomberg
Advanced
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Wind Financial Terminal
Advanced
-
SAP
Advanced
-
Yongyou Accounting Software
Advanced
-
Microsoft Excel
Expert
-
Microsoft PowerPoint
Expert
-
Microsoft Office
Expert
-
Quid
Expert
-
SPSS
Expert
-
SWIFT
Advanced
-
Business Communication
Expert
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Teamwork
Expert
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Leadership
Advanced
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Interpersonal Skills
Expert
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Problem-solving
Advanced
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Meticulous Attention to Detail
Expert
- Sandro Botticelli
- Claude Monet
- Singing (Amateur Singer)
- Piano
- Trap music, Tropical House, Country
- Quentin Tarantino, Wong Kar-wai
- Films from the 90s
- Gary Oldman, Vivien Leigh, Jean Reno
- Extreme Airsports (Skydiving, paragliding, etc.)
- Tennis
- Badminton
- Bowling
- Billiards
- Swimming
- Hiking & Jogging
- Museum visits
- Roadtrip
