Michelle Wu
Auckland,new zealand
Summary
Final-year Accounting and Economics student at Auckland University of Technology, with hands-on experience in audit, securities operations, and public service. Proven ability to apply financial principles in real-world contexts through internships in audit firms, wealth management departments, and government-backed service centers.
Fluent in English, Mandarin, and Cantonese, with strong communication, analytical, and teamwork skills.
Holder of the CFA Institute Certificate in ESG Investing, a globally recognized qualification that demonstrates deep knowledge of how environmental, social, and governance (ESG) factors impact financial performance and investment decisions. The certification covers ESG integration in portfolio construction, materiality analysis, sustainability reporting, and regulatory standards—reflecting a strong commitment to responsible and future-focused investing.
Proficient in IFRS-based accounting, Excel, MYOB, Xero, and Python. Passionate about sustainable finance, risk management, and contributing to ethical decision-making in the financial services industry.
Overview
5
5
years of professional experience
1
1
Certification
Work history
China Galaxy Securities Co,Ltd. Zhongshan Branch
Intern of the Wealth Management Departement and th
Zhongshan city, china
01.2025 - 01.2025
In the Wealth Management Department, supported relationship managers by preparing product materials, inputting client risk profiles, and assisting with client onboarding and inquiries.
In the Trading Operations Department, assisted in trade entry and verification, account updates, and compliance checks. Developed a strong understanding of trading workflows, investment products, and operational risk controls in the securities industry.
New Overseas Chinese Service Center of Zhongshan
Intern at the New Overseas Chinese Service Center
Zhongshan city, china
12.2023 - 01.2024
Supported daily administrative tasks, document management, and event coordination. Assisted in public information services and policy communication for returned overseas Chinese. Strengthened communication, organizational, and office software skills while gaining insight into public service operations.
Zhongshan Promise Certified Public Accountants Ltd
Intern of the Audit Department
Zhongshan city, China
11.2019 - 12.2019
Assisted audit professionals in preparing and organizing working papers, verifying financial documents, and supporting on-site audit procedures such as inventory counts and confirmation letters. Gained hands-on exposure to audit processes and financial reporting, while enhancing attention to detail, data handling, and communication skills.
Education
Bachelor of Business - Accounting & Economics
Auckland University of Technology
Auckland city 02/2023 - 11/2025
Skills
- Trilingual communicator with professional proficiency in Mandarin, native fluency in Cantonese, and fluent English, enabling effective cross-cultural communication in diverse environments
- Strong interpersonal and teamwork abilities, demonstrated through collaborative work in financial institutions, community service, and international academic settings
- Detail-oriented, adaptive, and proactive, with the ability to work efficiently under pressure and maintain high standards in both independent and team-based tasks
- Passionate about dance, having achieved Level 9 in Chinese Classical Dance Also enjoy team sports, music, and outdoor activities such as table tennis and snowboarding
Certification
Certificate in ESG Investing – CFA Institute
Awarded by the CFA Institute, this globally recognized credential demonstrates expertise in environmental, social, and governance (ESG) factors and their integration into investment analysis and decision-making. The program covers topics such as ESG fundamentals, materiality, portfolio construction, risk analysis, reporting standards, and regulatory frameworks. This certification reflects a strong understanding of sustainable finance and responsible investing practices aligned with global industry standards.
Affiliations
Passionate about traditional Chinese dance (Level 9), with a strong interest in visual arts and golf as a way to stay active and focused.
Timeline
China Galaxy Securities Co,Ltd. Zhongshan Branch
Intern of the Wealth Management Departement and th
01.2025 - 01.2025
New Overseas Chinese Service Center of Zhongshan
Intern at the New Overseas Chinese Service Center
12.2023 - 01.2024
Zhongshan Promise Certified Public Accountants Ltd
Intern of the Audit Department
11.2019 - 12.2019
Bachelor of Business - Accounting & Economics
Auckland University of Technology
02/2023 - 11/2025
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Catherine HolbuttCatherine Holbutt
Retirement Village Manager at MetlifecareRetirement Village Manager at Metlifecare
Malachi FlanaganMalachi Flanagan
Hotel Housekeeper at Ibis HotelHotel Housekeeper at Ibis Hotel