Adele Lu Email & Phone Number

上海市

1. Market making: assess market trends , collect and perform market and quantitative research analysis, study the drivers in the interbank market, and participate in the discussion of position holding strategies;2. Credit research: establish a credit bond research framework (including but not limited to Local Government Bond and ABS) and make preliminary suggestions to credit bond traders;3. Document writing: work with teams to develop marketing presentations on different channels for foreign investors’ to access China's interbank bond market, what are the regulatory framework, custody rules, and how to understand the CIBM operating framework through publicly available indicators;4. Training and shadowing: familiar with the internal control, compliance requirements and liquidity management framework of large international financial institutions, shadowing a variety of desks and asset classes across the trading floor

中国 上海市

1. Industry research: Focus on but not limited to medical devices, medical services, medical artificial intelligence and other industries, update daily and weekly reports 2. Document Writing: Track the latest listed companies, sort out the company's main value driver in the secondar market, and write the first coverage report 3. Performance review: Track the financial status of listed companies in related industries (including but not limited to CXO industry), and conduct performance review on major companies in the industry4. Due Diligence: Participate in roadshows and write meeting minutes to organize the strategic layout of the company.

1. Desk Research: Referring to the Wind database, sort out main participants in the segment market; explore potential clients with financing needs through financing history, fund requirements of fundraising projects and financial indicators;2. Project Design: According to the M&A financing plan drawn up by the leader, write a capital operation proposal, listing the laws and regulations and administrative rules that may be relevant to the transaction, find comparable transactions and comparable companies to provide appropriate valuation, and provide CSRC-approved cases to extract the main points of the transaction; analyze the advantages of each plan from multiple dimensions such as profitability, the possibility of being inquired, and the duration of the project.3. Due Diligence: Helped the team to perform due diligence and wrote drafts of due diligence reports identifying major financial and legal risks revealed during the process of field work.4. Document Writing: Prepared slides of tentative program for bidding, responsible for industry research, project plan, main concerns of listing, valuation and sensitivity analysis; Independently, wrote announcement documents of compliance for listed companies. Assisted in preparing major M&A pre-plan and completed the background and the purpose of transaction independently.

1. Foreign Exchange Risk Management: Assist in the group’s transaction with large international banks to hedge against foreign exchange risk and provid prompt confirmation of transactions for trades of the day;2. Budget Management: Assisted the manager in completing the rolling budget of the second quarter, and conducted variance analysis;3. Internal Control: Gave written opinions on relevant risky terms after reviewing business contracts for financial risk.

学士学位

Master Of Science, Investment Banking