CFA level3 candidate
Guo Lian-Sbi Private Equity Manager Co.,Ltd (无锡国联益华股权投资管理有限公司,Amac No.P1065180)
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Chief Risk And Compliance OfficerGuo Lian-Sbi Private Equity Manager Co.,Ltd (无锡国联益华股权投资管理有限公司,Amac No.P1065180) Feb 2021 - PresentShanghai, China1.Conducted internal and external legal documents reviewing, including shareholders agreements, investment agreements, contracts, corporate policies and practices and other memorandums.2.Took charge of the submissions of quarterly/semiannual/annual portfolio monitoring reports and fund operation performances through AMAC AMBERS, including portfolios NAV, financial reports and detailed information about invested projects.3.Conducted 8 internal legal and financial due diligence to provide the investment committee with potential risks and uncertainties of projects. Mainly focused on start-ups and companies in integrated circuit, new energy, 5G and big data
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Senior Investment ManagerSbi Group Mar 2019 - Feb 20211.Took charge of deal-sourcing and executed 5 deals, including start-ups in integrated circuit, new energy and big data.2.Dealt with China local governments (including Wuxi, Chengdu and Nanjing) in order to raise new PE funds and start new collaborations in those cities. -
Equity Capital Market长江证券承销保荐有限公司 Aug 2017 - Mar 2019Shanghai, China1.Accomplished 3 IPOs, 2 private placements and 2 convertible bond issuances.2.Developed relationship with institute investors, including mutual funds, insurances, PE funds and banks. Visited over 400 clients and built a detailed client base.
Eric(Zhengyi) Lu Skills
Eric(Zhengyi) Lu Education Details
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Quantitative Finance -
Japanese Study,Finance
Frequently Asked Questions about Eric(Zhengyi) Lu
What company does Eric(Zhengyi) Lu work for?
Eric(Zhengyi) Lu works for Guo Lian-Sbi Private Equity Manager Co.,ltd (无锡国联益华股权投资管理有限公司,amac No.p1065180)
What is Eric(Zhengyi) Lu's role at the current company?
Eric(Zhengyi) Lu's current role is Guo Lian-SBI Private Equity Manager Co.,Ltd (无锡国联益华股权投资管理有限公司,AMAC No.P1065180) - Chief Risk and Compliance Officer.
What schools did Eric(Zhengyi) Lu attend?
Eric(Zhengyi) Lu attended The University Of Tokyo, Shanghai Jiao Tong University.
What skills is Eric(Zhengyi) Lu known for?
Eric(Zhengyi) Lu has skills like Management, Business Strategy, Investment Banking, Leadership, Financial Modeling, Valuation, M&a.
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