Connie Kuo

Portfolio Management Executive @ MA Financial Group

About

1 of the 300 000+ UNSW alumni 👩‍🎓 1 of the 102 NAB 2019 Graduates Working within a team highly experienced structurers (most of whom have a working life longer than my years of life), helping our clients solve complex problems. ✔️ If I'm not bashing out code or manipulating data sets, you can find me on some sort of sports field - from oztag to tennis. 🏈🎾 Happy to chat about anything - work or otherwise, so please don't hesitate to reach out. 😊 #UNSWAlumni #womeninbankingandfinance

Country

Australia

City

Greater Sydney Area

Industry

Banking

Skill

Teamwork, Time Management, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, RStudio, Financial Analysis, Risk Modeling

Experience

Portfolio Management Executive

MA Financial Group

2025-2 - Present · 1 yr 8 mos

Investment Associate

MA Financial Group

2021-11 - 2025-2 · 3 yrs 4 mos

Sydney, New South Wales, Australia

Marking Coordinator

Intuition Education Australia

2020-6 - 2021-12 · 1 yr 7 mos

- Displayed leadership and management skills by training and mentoring co-workers, assisting their transition into the workplace, providing feedback on their development

Senior Teacher

Intuition Education Australia

2015-1 - 2021-12 · 7 yrs

- Teaching content in a clear manner and breaking down difficult concepts for students - Improving teaching material through the mapping of Syllabus requirements. - Monitored the progress of a class of up to 15 students, arranging extra classes, tutorials and materials for students needing help in certain areas - Providing feedback to struggling students and helping them develop study plans to help them meet their individual needs

Analyst, Debt Markets Portfolio and Underwriting

NAB

2020-9 - 2021-10 · 1 yr 2 mos

Sydney, New South Wales, Australia

C&IB Graduate - Securitisation Origination

NAB

2019-10 - 2020-9 · 1 yr

C&IB Graduate - Structured Products & Advisory

NAB

2019-2 - 2019-10 · 9 mos

Curriculum Support Officer

NSW Education Standards Authority

2018-9 - 2019-2 · 6 mos

- Proofreading and editing new syllabuses - Entering the syllabuses into the online CMS

Markets Intern

NAB

2018-1 - 2018-2 · 2 mos

Rotated through the following areas: Rotation 1: Research Rotation 2: Institutional Sales (Rates) Rotation 3: Trading (FX Options)

Data Entry

Board of Studies, Teaching and Educational Standards now the NSW Education Standards Authority

2016-10 - 2017-12 · 1 yr 3 mos

- Coded the LaTeX required on the BOSTES CMS (for the new syllabus to be implemented in 2018)

Intern

Endgame Analytics

2017-7 - 2017-10 · 4 mos

- Prepare analysis in the fields of mathematics, data science and statistics - Draft reports, prepare presentations, undertake quantitative analysis

Administrative Assistant

Straddle Finance

2015-1 - 2015-11 · 11 mos

- General administration (scanning, printing) - Accurately and efficiently entered client data in databases while filing for home and personal loans. - Sorting through old data, making sure old records are backed up before disposing of them securely - Demonstrated attention to detail and initiative by sorting through data to ensure confidentiality and maximise efficiency