Alexander Lu, Cfa Email & Phone Number

Sydney Area, Australia

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

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 for current operating conditions.* Keeping up to date and monitoring key stock drivers in the Transport, Infrastructure & Utilities space such as industry statistics and news. * Attending company presentations/ meetings, site visits and preparing notes for inclusion into reports and giving feedback to clients.* Using publicly available information to create forecasts for a DCF, PE Relative, and Sum of The Parts valuation and forming a recommendation on a stock.

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.

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.

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 systems covering various industries and countries within Europe, Middle East and Africa. * Managing expectations through phone and email communication by prioritising in-depth requests and re-negotiating deadlines where necessary based on department workflow volumes.