Can I move from mortgages to funds management? REVIEW MY RESUME

"I am currently working as a treasury officer at a mortgage company. However, I am passionate about investment analysis, especially portfolio management. I am looking for a role within funds management. My short-term goal is to become a specialist in equity research, and my long-term one is to secure a senior position at a funds management firm."

Does he have a hope of achieving his aims? Review his education and work experience and let us know your thoughts in the comments box below.

EDUCATIONAL AND PROFESSIONAL BACKGROUND

Jul. 2009 ~ Present: Level III CFA Candidate (Chartered Financial Analyst)

Jul. 2008 ~ Jun. 2009: Level II CFA Candidate (Chartered Financial Analyst)

Jul. 2007 ~ Jun. 2008: Level I CFA Candidate (Chartered Financial Analyst)

Jul. 2010 ~ Present: Associate member of CPA Australia, studying towards it

University in Melbourne

Jul. 2004 ~ Jul. 2006: Master of Commerce (Advanced)

· Major 1: Applied Finance

· Major 2: Professional Accounting

· GPA of 6.063 out of 7

· Awards: Dean's Commendation for High Achievement

University in China

Sep. 1998 ~ Jul.2002: Bachelor of Economics

· Major: International Business and Economics

· GPA of 88.6 of 100 and Ranked Top 5%

· Awards: Academic Scholarships for four consecutive years

DEMONSTRATOR SKILLS

· Strong PC skills with advanced knowledge of Excel, Word, Access, Outlook and other applications in Microsoft Office, and also median knowledge of SQL

· Independent fast learner and positive attitude

· Self-motivated, responsible and experienced at working in fast-moving environments

· Prioritize and use time effectively in order to deliver on a broad range of activities

· The ability to work under pressure while maintaining the ability to develop new ideas, proactively seek opportunities and take action

· Strong interpersonal skills: proven ability to work well with individuals at all levels

· Team player, adaptability to assist other teams when required

· Developed VBA programming and financial modeling skill

· Language: Mandarin and English

CAREER EXPERIENCE IN AUSTRALIA

Mortgage company (Mar. 2009 ~ Present)

Treasury Officer (Full-time)

· Reconciling and producing investment and securitization reports

· Developing Excel based models with exposure to SQL and VBA

· Daily cash flow investment and liquidity management

· Fixed income security analysis for yield curve and structure

· Assisting in preparing P&L report and treasury accounting management

· Liaising with credit rating agencies (S&P and Fitch) to maintain relevant

rating for all Trusts (Bonds and Funding Warehouses)

· Confirming deals including swaps, commercial paper, FX deals and money market deals with different external counterparties

· Executing and monitoring all treasury transactions, and performing daily

tasks in Quantum (Treasury system)

· Processing daily funding and producing funding reports

· Assisting in analysing non-traded market risk and market risk

Outsourcing company: audit, risk and compliance department (Sep. 2007 ~ Feb. 2009)

Senior Reconciliation Officer - Credit Card (Full-time)

· Prepared the reconciliation of general ledger and suspense accounts as

designated by an Australian bank.

· Investigated and cleared outstanding transactions.

· Provided solutions and recommendations to credit card department and

relevant branches according to daily reconciliation.

· Determined the most appropriate approach to deliver service to

customers, ensured effectiveness and efficiency.

· Completed all administration within required service levels.

· Preparation of weekly and monthly reconciliation reports.

Investment management firm (Sep. 2006 ~ Aug. 2007)

Lending/Accounts Associate (Full-time)

· Made recommendations to proceed based on findings and communicate to the introducer

· Analyzed application forms and finances

· Ordered valuations and completing credit reports, NSR's, ASIC searches, employment verification, etc

· Liaised with borrow

ers, brokers, solicitors, valuers, wholesale funder throughout loan process

· Accounts payable, receivable and payroll

· General ledger and bank reconciliation

CAREER EXPERIENCE IN CHINA

Major European bank (Jul. 2002 ~ Jul. 2004)

Junior Equity Research Analyst (Full-time)

· Assisted in developing financial models to better evaluate financial impacts of business acquisition and public equity raising including IPO decisions

· Providing advice on company structure and executing deals

· Performed risk and Monte Carlo analysis of options for business projects and programs

· Produced charts, spreadsheets, context diagrams, assumption based financial models and other tools to support financial decisions

· Assisted in performing valuation analysis: DCF, comparable companies and precedent acquisitions