Juhao Chen
Boston,Massachusetts
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Securities Trading Assistant
Haitong Securities
06.2023 - 08.2023
- Completed daily logs for management review.
- Monitored and ordered supplies and materials to keep office well stocked.
- Prepared PowerPoint presentations for senior-level staff with attention to detail.
Investment Assistant
Jointown Pharmaceutical Group
05.2022 - 08.2022
- Assisted in managing client accounts, resulting in improved customer satisfaction and retention rates.
- Established key procedures for teams preparing documentation, models, and presentations.
- Assisted in preparation of quarterly client reviews, providing updates on portfolio performance and making recommendations for adjustments as needed.
Education
Bachelor of Science - Business
Boston University
Boston, MA05.2026
High School Diploma -
Rocky Hill High School
Rocky Hill, CT05.2022
Skills
- Mail Management
- Basic accounting
- Documentation and Recordkeeping
- Computer Skills
- Strong Problem Solver
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Securities Trading Assistant
Haitong Securities
06.2023 - 08.2023
Investment Assistant
Jointown Pharmaceutical Group
05.2022 - 08.2022
Bachelor of Science - Business
Boston University
High School Diploma -
Rocky Hill High School
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