Alexander Lu, Cfa
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Alexander Lu, Cfa Email & Phone Number

Analyst, Equities Research at Morgans Financial at Morgans Financial Limited
Location: Greater Sydney Area, Australia, Australia 5 work roles 1 school
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Current company
Role
Analyst, Equities Research at Morgans Financial
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Alexander Lu, Cfa? Overview

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Alexander Lu, Cfa is listed as Analyst, Equities Research at Morgans Financial at Morgans Financial Limited, a company with 744 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Alexander Lu, Cfa.

Alexander Lu, Cfa previously worked as Analyst, Equities Research - Industrials at Morgans Financial Limited and Associate, Equities Research - Transport, Infrastructure & Utilities at Cimb. Alexander Lu, Cfa holds B Telecommunications Engineering/ B Commerce, Finance, Econometrics from University Of Sydney.

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Morgans Financial Limited

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About Alexander Lu, Cfa

Alexander Lu, Cfa is a Analyst, Equities Research at Morgans Financial at Morgans Financial Limited.

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Alexander Lu, Cfa's current company

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Morgans Financial Limited
Morgans Financial Limited
Analyst, Equities Research at Morgans Financial
australia
Website
Employees
744
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5 roles

Alexander Lu, Cfa work experience

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Analyst, Equities Research - Industrials

Current

Sydney Area, Australia

Equities research analyst covering the Paper and Packaging sector. Companies under coverage include Amcor (AMC) and Orora (ORA).

Apr 2015 - Present

Associate, Equities Research - Transport, Infrastructure & Utilities

Cimb

Sydney Area, Australia

* Working closely with the Senior Transport and Infrastructure & Utilities Analysts with financial modelling, valuation analysis and client servicing.* Report writing (company announcements in addition to alpha generation ideas) and presentation of ideas to the Sales desk.* Speaking to various unlisted contacts in the industry in order to get a better feel.

May 2013 - Feb 2015

Associate, Equities Research – Engineers & Contractors

Sydney Area, Australia

* Working closely with the Senior Engineers & Contractors Analyst with financial modelling, valuation analysis, report writing and client servicing.* Attending company presentations/ meetings and preparing notes for inclusion into reports* Collaborating with the Senior Analysts to form a recommendation on a stock.

May 2012 - May 2013

Dealer'S Assistant/ Associate Advisor

Sydney, Australia

* Speaking to clients about the state of the market and providing advice on portfolio components in line with risks and objectives.* Actively involved in the client portfolio review process.* Placing buy/sell trades in line portfolio review recommendations.

Nov 2009 - May 2012

Researcher

London, United Kingdom

* First point of contact across all divisions within Investment Banking in relation to research information. Assessing requirements and ensuring requests are clear and concise.* Executing research “requests” – working with the requestor to find a solution to their informational needs. This required a high level of understanding of market research and data.

Nov 2006 - Nov 2008
Team & coworkers

Colleagues at Morgans Financial Limited

Other employees you can reach at morgans.com.au. View company contacts for 744 employees →

1 education record

Alexander Lu, Cfa education

FAQ

Frequently asked questions about Alexander Lu, Cfa

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What company does Alexander Lu, Cfa work for?

Alexander Lu, Cfa works for Morgans Financial Limited.

What is Alexander Lu, Cfa's role at Morgans Financial Limited?

Alexander Lu, Cfa is listed as Analyst, Equities Research at Morgans Financial at Morgans Financial Limited.

Where is Alexander Lu, Cfa based?

Alexander Lu, Cfa is based in Greater Sydney Area, Australia, Australia while working with Morgans Financial Limited.

What companies has Alexander Lu, Cfa worked for?

Alexander Lu, Cfa has worked for Morgans Financial Limited, Cimb, Shaw Stockbroking, and Merrill Lynch.

Who are Alexander Lu, Cfa's colleagues at Morgans Financial Limited?

Alexander Lu, Cfa's colleagues at Morgans Financial Limited include Michael Dempsey, Toby Wagner, Talyah Reardon, Avril Staniland, and Mischa Bolot.

How can I contact Alexander Lu, Cfa?

You can use AeroLeads to view verified contact signals for Alexander Lu, Cfa at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.

What schools did Alexander Lu, Cfa attend?

Alexander Lu, Cfa holds B Telecommunications Engineering/ B Commerce, Finance, Econometrics from University Of Sydney.

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