Iris Lu Email & Phone Number

中国 北京市

• Alternative investments in infrastructure projects, real estate, debt-equity swap projects etc.
• RMB 3 billion structuring financing transaction investing to a gas pipeline project and a RMB 5 billion structuring financing transaction of an exppressway.

中国 北京市

• Underwrote securitization deals of 3 billion, conducting due diligence, designed transaction structure, made key assumptions, compliance analysis and built transaction & operation models.
• Launched four real estate funds of 4 billion, conducting due diligence including site analysis, marketability study, redevelopment analysis, financial analysis for valuation and pricing etc.
• Fundraising from financial institutions including insurance firms, banks, trusts and high income individuals Show more
• Fundraising from financial institutions including insurance firms, banks, trusts and high income individuals Show less

Shanghai, China

• Pitched and underwrote deals including office, retail, warehouse and residential in China and overseas areas.
• Conducted due diligence including industry analysis, business model analysis, company comps study, valuation study and sensitivity analysis.
• Managed two US funds (200 million) and two UK funds (50 million pound) conducting new project investment, development plan monitoring, budget control, tax planning, currency risk hedging,etc.
• Set up a 500 million RMB mezzanine… Show more
• Set up a 500 million RMB mezzanine fund investing in 4 properties, led negotiations, structuring, due diligence and execution. Also, participated in deals of private placements, acquisitions, etc. Show less

Beijing, China

 Participated in and executed multiple deals, including CITIC Bank credit assets securitization, OTC market investing, private placement, asset restructuring, and real estate development financing  Conducted industry research and firm analyses; built financial models of projection and DCF valuation, crafted pitch book and prospectus

• Performed credit and risk analysis, and developed loan structure, including interest rate, terms and funding conditions for over 100 SMEs
• Established pricing models, created credit guidelines and improved the underwriting procedure
• Monitored portfolios of performing and delinquency loans, building database, analyzing risk variables and default probabilities and forecasting profit trends to generate monthly performance report for management

Washington, DC

- Performed qualitative and quantitative research on capital markets to prepare reports with charts and tables- Collected and maintained data; constructed six financial models and indexes; built the Chinese bank database- Participated in the inter-departmental project SIRC and presented a fact-based statement to fulfill the board’s mandate- Conducted the.

Master Of Science In Finance, Finance, 3.8

Activities and Societies: Representative of MS students in Graduate Business Association of Kogod Business School

Bachelor, Finance, 3.5