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$24 USD / hour
Flag of CHINA
shanghai, china
$24 USD / hour
It's currently 10:18 PM here
Joined November 27, 2019
1 Recommendation

Yuen Andy L.

@andylamyuen

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$24 USD / hour
Flag of CHINA
shanghai, china
$24 USD / hour
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Introducing Broker at Vantage FX (CPA)

I am a CPA who has graduated from The University of Melbourne with an Honours Degree in Actuarial Studies. Currently working as an Introducing Broker at Vantage FX, I possess more than 9 years of work experience in the financial services and investment industries. I have also completed 8 actuarial exams organised by the Actuaries Institute. Apart from successfully finishing the 1st level of the CFA exam, I am competent in analysing trends and numbers and have strong skills in Excel, R and VBA. I also have solid working knowledge in Xero, Python and MS Access. The positions that interest me most are the analytical roles in the actuarial, accounting and investment industries.
Freelancer Python Developers China

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Portfolio Items

The result of the CFA level 1 exam was announced by the CFA Institute.
CFA Level 1 Exam Results
The image is about part of a spreadsheet that includes 100 simulations of the total payments made by an insurance company for a group of 50 policyholders.  The payment per death is assumed to have a normal distribution with a mean of 1000 and a variance of 10K.  Various Excel functions such as NORMINV, RAND, SUM, SUBTOTAL are used in this file.
Histogram and Simulation
This certificate was awarded after my completion of 6 professional-level accounting exams offered by CPA Australia.
Certificate from CPA Australia

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Experience

Investor and Introducing Broker

Vantage FX
Jun 2017 - Present
Responsibilities: 1. Promoting various trading platforms from different brokers 2. Managing investment portfolios using a wide range of strategies such as long-term investing, dollar-cost averaging, diversification and more Accomplishments: 1. Achieved an annual return of more than 11% from mirror trading in the Sovery platform 2. Earned returns in excess of 4% p.a. from the investments in the two Schroder funds which are unit trusts

Financial Planning Officer

Manulife
Apr 2014 - Apr 2015 (1 year)
As an insurance agent at Manulife, I had to arrange appointments with prospective clients. The purpose of the meeting was to gain an understanding of their details as well as their views and needs about financial planning so as to design a tailored made plan to suit their needs. The various products that I sold to clients included critical illness and life insurance, medical and health insurance, MPF, investment-linked assurance schemes and the like.

Investment Consultant

GlorySky Group
Oct 2013 - Jan 2014 (3 months, 1 day)
As an investment consultant, I was mainly responsible for cold calling potential clients to sell spot gold. I have also cooperated with other colleagues to design an investment proposal for this market. In addition, I have provided advice on the features of different investments including spot gold, mutual funds and stocks, as well as analysing the factors which could affect the price of gold.

Education

Bachelor of Commerce (Degree with Honours)

University of Melbourne, Australia 2008 - 2011
(3 years)

Qualifications

Introduction to Python

Analytics Vidhya
2021
This certificate was awarded after completing the course about Python on Analytics Vidhya, the World's Leading & India's Largest Data Science Community. My certificate can be viewed at https://courses.analyticsvidhya.com/certificates/yf3vdoqcxu.

CPA Aust.

CPA Australia
2020
The CPA qualification is awarded to candidates after they have successfully completed 6 professional level accounting exams and met the work experience requirement set by CPA Australia

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data_entry_1.png Data Entry 1 82% uk_english1.png UK English 1 82% us_eng_1.png US English 1 77%

Top Skills

Python Translation Data Processing
Data Entry
Research

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