Leonard Lu Email & Phone Number

Shanghai City, China

Sydney, Australia

• Monitored portfolio performance by collecting and analysing market data of Equity and Forex Market via SQL, facilitating portfolio optimisation. • Assisted director in resolving SQL technical issue in portfolio analysis, reducing probability of errors.• Used Python to parse data from public websites and to connect to SQL and decrease the workload by 30%.• Reported related factors draw from major indices data via Excel VBA to senior management team.

North Sydney, New South Wales, Australia

• Managed $5,000 Forex trading account and traded CFDs via MegaTrader4, achieving around 20% return.• Built financial model via Matlab to conduct Time Series Analysis, forecasting price changes in USD, GDP and JPY to improve trading strategy.• Managed risk by analysing macro-economic environment, political events and financial market trends via various channel (MyFXbook), and constructed hedging position to improve trading performance.• Assisted in performing competition analysis by reviewing key competitors’ performance.

Shanghai

• Assisted managers in 5+ Private Placement projects by conducting due diligence research on leading real-estate and high-tech corporates in China.• Prepared final deliverables and presentation slide deck for Equity Project to the board, pitching investment opportunity and contributing to around $1,000,000 revenue increase.• Built financial models in Excel to conduct stock valuation and share price forecast in a share buy back project.• Performed credit analysis of 4 institutional clients by evaluating their profitability and forecasting cash flow, and visualised data via PowerBI to improve reporting.• Developed a funding project with a new client, pitching financial service offerings and drafting a business proposal for management team review.

Zhoushan

• Identified and pitched stock market investment opportunities by conducting fundamental and technical analysis of 3 stocks in finance industry.• Collected and analyzed financial data via Bloomberg and Wind, and reported key insights to fund managers.

Zhoushan

• Conducted credit analysis for corporate clients by collecting and analysing data on their credit records and borrowing capacity.• Reduced work time by 10% by improving work process in combining clients’ information.

Zhoushan

• Assisted in processing loan application, checking key information and verifying Ls/C to reduce errors.• Collaborated with internal and external stakeholders to resolve application issues for 3 applications.

Zhoushan

Master Of Commerce, Quantitative Finance & Finance

Main Courses: Financial Risk Management(High Distinction, measuring and managing market risk, credit risk, liquidity risk and operational.

Bachelor Of Business, Finance

Main Courses: Econometrics (High Distinction, learning time series analysis and portfolio management models), Statistics I&II (High.

Bachelor Of Arts, English

• Main courses in English degree: Gramma, Culture in Western Country, Linguistics, Translation