Dylan Zhang

Dylan Zhang

Assistant Manager

Followers of Dylan Zhang86 followers
location of Dylan ZhangShanghai, China

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  • Timeline

  • About me

    Citi Futures——Tech Project Manager

  • Education

    • CPA Australia Program

      2018 -
      Associate Member Accounting
    • The University of Sydney Business School

      2018 - 2020
      Master of Commerce Accounting and Finance

      Relevant Coursework:Business Insights, Advanced Financial Statements, Auditing, Corporate Valuation, Tax Law and Practice;

    • Victoria University of Wellington

      2014 - 2017
      Bachelor of Commerce - BCom Finance and International Business

      Relevant Coursework:Management, Dynamic Business Strategies and Structures, Corporate Finance, Risk Management and Insurance

  • Experience

    • Bank of China

      Nov 2015 - Mar 2016
      Assistant Manager

      • Actively communicate with clients to customize banking solutions and financial products based on individual needs and risk preferences.• Efficiently service over 100 customers daily with the team and provide professional services guide clients dealing with daily banking queries and issues daily banking, which increase the department efficiency by 15%.• Research the customer information to identify and expand key customer resources about 10 people, help the bank build stable relationships with key customers. Show less

    • PappaRich Group

      Feb 2017 - Oct 2017
      Front Of House

      • Worked as a waiter taking responsibilities to process customers’ enquiries, served customers’ food and maintain the cleanness of the restaurant. • Collaborated with one team of 3 crew members to ensure the restaurant is operated effectively and customers are serviced in a fast speed environment.• Identified customers’ needs, gave priority to important tasks and provided conscientious customer services. • Could use both Mandarin and English serving the customer from different culture backgrounds. Show less

    • NSW Treasury

      Nov 2018 - Dec 2018
      Business Consultant

      • Lead 4 team members to conduct research on the working principle of intelligent educational resources manpower assessment software and find potential business opportunities in other industries and regions.• Organize the team to communicate with the government clients to analyze business requirements, analyze market trends through statistics of official news and data to understand the current situation in the industry, and research the potential market in other industries such as medical, firefighting, transportation, and other industry sectors.• Independently complete industry research in China, Australia and New Zealand region, participate in evaluating the potential requirement and corresponding advantages of the software.• With the theme of potential market and multi-industry analysis, organize the team to provide presentations for the NSW government team to show the detailed business plan and potential business opportunities, and put forward solutions for the customer's problems; help the team to sort out the ideas, save the workload of 5 man-days, reduce the cost of communication, and complete the integration of the report and the proposal submission one week ahead of schedule. Show less

    • Wunderman Thompson

      May 2020 - Feb 2021
      Account Executive

      • Participate in the marketing process for brands such as Johnson & Johnson Rhinocort, Unilever Clear, HSBC, etc., assist in the planning and execution of multiple Campaigns, perform project management and business requirement management, and increase Johnson & Johnson's OTC rhinitis exposure and brand awareness through advertising on multi-channels such as Taobao, Meituan, Jingdong, and TV channels.• Perform market research, industry analysis and competitor analysis in FMCG and healthcare industry, assist in brand positioning, brand strategy and social strategy, participate in internal brainstorming, explore industry trends and consumer needs by consolidating information and providing reports, reduce research and communication costs, and help strategy and creative departments quickly understand the relevant market.• Efficiently communicate with client teams, analyze client requirements, provide strategic solutions, write project briefs, and coordinate internal resources to support the implementation of campaigns.• Track the project process and execution progress, follow up the material management including brand brochures, shooting of print and video ads, KV design for offline launch, poster and package modification.• Help Johnson & Johnson increase brand awareness, meanwhile, enhance brand value and product promotion by seeding consumers through different advertising product materials in relevant channels. Show less

    • Kingstar Fintech(金仕达)

      Mar 2021 - now
      Product Manger/Project Manager

      • Responsible for the project construction and full life-cycle management of IT systems from 0 to 1 for Morgan Stanley and Citi Futures. Provide pre-sales support, solution design, implementation delivery, and risk management of futures IT systems to help clients complete digital transformation and develop futures business in China.• Communicate with client's business and IT department and senior management, analyze and organize business requirements of FIX and CRM systems, complete PRD and version planning, organize internal R&D team for scheduling and development, provide solutions, and iterate and upgrade the system to improve the stickiness and satisfaction of the products users.• Based on market demand and departmental planning, clarify product planning and design, such as password complexity requirement in non-functional requirements, FIX reporting requirement in functional requirements, Yonyou finance interface requirement, etc., complete functional design and submit for development and testing.• Develop project plans, define project objectives, scope and quality requirements, coordinate resources to promote project progress and implementation according to priorities, ensure systems go live on time to achieve the goal, and help the company to complete two strategic large-scale projects with a delivery rate of 100%.• Communicate with project stakeholders across departments, including clients, third-party vendors, and internal product teams, to deal with risks or issues quickly, resolve conflicts and obstacles, and reduce communication costs. • Provide cross-team management of all international clients' business requirements in the futures sector, assist two new futures companies to build data centers, with a total of 11 systems expected to go live, including trading, settlement, and AML, providing IT and business consulting solutions to clients, maintaining strategic client relationships, and increasing departmental revenue by more than $10 million. Show less

    • Citi

      Aug 2024 - now
      Project Manager/Business Analyst
  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg
      Jul 2019
      View certificate certificate
    • Certificate of Proficiency in English

      Victoria University of Wellington
      Feb 2015
    • Graduate Edge International

      University of Sydney
      Sept 2018
    • Certified Barista

      CBD College Pty Limited
      Jul 2019
    • Job Smart Phase 3

      The University of Sydney Business School
      May 2019
      View certificate certificate
    • Job Smart Phase 2

      The University of Sydney Business School
      Sept 2018
      View certificate certificate
    • Job Smart Phase 1

      The University of Sydney Business School
      May 2015
      View certificate certificate
    • Project Management Professional (PMP)

      Project Management Institute
      May 2023
  • Volunteer Experience

    • Starlight Volunteer

      Issued by Starlight Children's Foundation Australia on May 2018
      Starlight Children's Foundation AustraliaAssociated with Dylan Zhang
    • Peer Mentor

      Issued by The University of Sydney Business School on Jul 2018
      The University of Sydney Business SchoolAssociated with Dylan Zhang
    • Event Assistant

      Issued by Australia Post on Aug 2019
      Australia PostAssociated with Dylan Zhang