Lu Chen Email & Phone Number

New York, NY, US

• Developed VBA based temp model for a start-up company to monitor daily P&L and to quantify risk exposure
• The temp model is able to calculate bond price and option price for Equity, Future, and Index and correspondingsensitivity
• Analyzed the P&L attribution according to the risk exposures calculated from Greeks, Duration and Convexity
• Monitored model P&L and actual P&L for 1 month for virtual portfolio to demonstrate the accuracy of the model
• Improved the model and controlled the difference between actual and model within 5%

New Jersey

• Cleaned data collected from post machine with in-house method, and analyzed data according to card category andtransaction fee using SQL and Excel
• Analyzed the needs from potential clients and made cold calls to introduce customized products
• Conducted after market survey with existing clients to improve service and brought up the satisfaction degree by 10%
• Contributed to the success of new market expansion in Jersey City and Edison’s Chinese small shops and restaurants
• Referred more than 30+ new clients for 3 months, and finished 100 reviews for existing client

Nanjing, Jiangsu, China

• Provided customized investment and other financial products to meet the needs of high net worth individuals andfamilies such as international study support for Chinese students
• Organized a get-together event for VIP clients from Standard Charted Bank, Hilton Hotel and a French winery
• Gave presentations to clients from business banking to discover new growth opportunities using Prezi
• Exceeded the sales target by successfully bringing in wealth investment worth 1 million CNY