Jenna Lu Email & Phone Number

Mississauga, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

- Reported to Senior Portfolio Analyst, managed three Excel models used to support investment decision-making for the fund- Built, designed, programmed using Excel VBA and Bloomberg API tools a ‘What Markets Are Discounting’ asset forwardpricing model for six main classes and cyclical indicators, which was approved to be integrated into the business process- Reconciled bank statements with AFMI’s books daily and produced the fund’s performance and positioning reports- Presented bi-weekly on progress and findings of my market pricing research at investment committee meetings- Took the initiative to participate in business development meetings and conduct research on contract specs and investment purposes of AGAWA’s 15+ traded futures, which was used in AGAWA’s Investment Manuel for its clients

Mississauga, Ontario, Canada

(September 2016 - August 2017) ECO100Y Introduction to Economics(September 2017 - April 2018) MGT338H/MGT339H Business Finance I/II, MGT330H Investments, ECO220Y Quantitative Methods in Economics- Taught weekly tutorials to a class of 30 to 50 students to reinforce the information presented in lecture- Held office hours weekly to answer students' pressing questions on course material as well as on effective learning strategies- Graded 50 to 200 exams and projects for 3 courses under effective time management and coordination with coworkers- Prepared and presented 15-minute lectures on specific economics applications of theory to 150 students and the professor

- Researched, inspected 600 public companies regarding the state of operation (merger, acquisition, bankruptcy, delisting, etc.)- Conducted 35 company reviews on finance, accounting, economics related topics based on their Form 10-K (e.g. disclosure of intangibles and patents)

University Of Toronto Mississauga

- Coordinated, delegated responsibilities to 40 staff members for seven major club events, meetings, and marketing efforts; increased total member participation by 20% and introduced two cross-society events- Compiled, filed the annual re-recognition forms to Student Union – financial statements, constitution form, events form, etc.- Liaised, collaborated, and spoke on behalf of the association in two cross-society events to more than 200 event participants- Negotiated and communicated with three prospective sponsors, sponsorship included event, cash, or discount opportunities

Toronto, Canada Area

- Developed and implemented Risk Exposure Report using Excel VBA and Bloomberg API tools; extracted data for 48 indexes to calculate the fund’s VaR and risk exposures along with the integration of the “Bridgewater Optimal Portfolio” investment- Composed a review paper on the types and usages of VaR, including Variance-Covariance, Historical, and Monte-Carlo VaR- Identified and examined various leading, coincident, lagging economic indicators by generating historical recession graphs

- Competition objective: recommend an overnight interest rate target for the Bank of Canada - Extracted relevant data and information to formulate a forward-looking picture for the Canadian economy; forecasted the prospective inflation rate and recommended an overnight interest rate target for the BoC based on our econometric model- Delivered weekly presentations to 2 faculty advisors and the entire research group of 15 students during the two months, on topics including Canada’s current economic standing, the global economy, and trend forecastingPresented and responded to Q&A in a team of 4 representing UTM, to a panel of 4 judges from BoC

Master'S Degree, Financial Economics

Received the Master of Financial Economics Graduate Award and Fellowships Award as top-10 ranked candidates in MFE Class of 2020.

Bachelor’S Degree, Finance, Economics, 3.89/4.00 Cgpa

Graduated with High Distinction, Dean’s List Scholar, Completed the Professional Development Program, Received the University of Toronto.