charles Su （男)

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HuaiTai United Securities
Jiang Su, China October-2015 March-2016
China Constraction Bank
Perth, WA October-2017 December-2017
Mr Tax Refund Pty Ltd
Private Equity Analyst (Internship)
The main responsibility in this role includes monitor multiple information sources on sector or company specific news items and trends; maintain macro and industry data series and develop company-specific financial models. I also sale financial product in this role, which needs to manage new and existing customer portfolio with the high standard of customer service; provide clients with information on financial products to enable them to make an informed decision in relation to the selection of their investments.
CIB Analyst (Internship)
The key part of the role includes undertaking analysis, market research, and testing assumptions to support a range of commercial transactions. Also, prepare a range of investment models to determine the impact of strategic business investment, divestment & business development opportunities.
Tax Accountant (Casual)
The major responsibilities in this job include preparing the individual tax return in every Tax Season (Individual, Sole Trader, Foreign Income, Rental Property, CGT- Share, CGT- Property); preparation of business and installment activity statements.