Monash University
Bachelor of Commerce, Major in Finance
Melbourne, AustraliaExpected August 2027
Academic standingWAM 82/100
Selected courseworkCorporate Finance (HD), Econometrics (HD), Accounting (HD), Financial Intermediation
Résumé / July 2026
Xuanyi Song
Finance student at Monash University building independent venture research across emerging consumer behavior, technology, and Australia–Asia markets.
Academic standingWAM 82 / 100
DegreeBCom · Finance
Expected graduationAugust 2027
LanguagesMandarin + English
01 / Education
02 / Experience
Everbright Wealth Management Co.
Management Associate · Cross-Functional Rotations
Qingdao, ChinaJanuary 2024 – March 2024
- Analysed wealth-management product structures, allocation logic, and fund reporting across product-administration and investment-research rotations, translating product terms into comparable internal tracking.
- Built an Excel monitoring dashboard for fund metrics and allocations, reducing manual reporting time by 20% and improving consistency in recurring reviews.
- Reviewed onboarding, internal-control, and compliance workflows across front-to-back rotations, identifying how suitability, documentation, and approval requirements shape product distribution.
- Executed targeted social and email acquisition campaigns, generating approximately 20 qualified prospects for follow-up by the client team.
03 / Independent research
Consumer AI Hardware
Separated early demand from product-market fit and built an illustrative ownership, dilution, exit, and fund-return model.
View caseCross-Border Consumer Infrastructure
Mapped 30 companies and prioritised three student-to-migrant wedges for behavior-first primary research.
View thesisMembership Study Café
Rebuilt store-level logic by separating paid accounts, visit frequency, dwell time, and physical seat-hour capacity.
View case04 / Leadership
Monash Model United Nations Club
Senior Member
September 2023 – Present
- Co-organised the 2024 and 2025 Shanghai International Model United Nations Conference, coordinating logistics and programme delivery for international delegates.
- Led digital marketing and stakeholder engagement campaigns that grew club membership to more than 300 members.
Monash Mandarin Debate Club
Member
June 2025 – Present
- Won the 2025 Mandarin Debate Rookie Tournament, demonstrating analytical thinking and persuasive communication under pressure.
- Drove recruitment campaigns that attracted more than 100 new members through targeted outreach.
05 / Capabilities
Ownership and dilution modelling, fund-return construction, follow-on and pro-rata scenarios, probability-weighted exit analysis, and bottom-up unit economics.
Advanced Excel, Python, R/RStudio, SQL, Tableau, Power BI, and PowerPoint.
Market mapping, behaviour-first interviews, cohort retention analysis, public-source diligence, evidence classification, decision memos, and thesis updates.
Unit-economics reconstruction, account-to-capacity modelling, hardware and software margin bridges, sensitivity analysis, and model checks.
Mandarin (native) and English (fluent, IELTS 7.0).
Selected work