Xiaochen Lu Email & Phone Number

Paris, Île-de-France, France

• Credit assessment. Assess the credit of existing clients associated with financial statements and come up with quarterly and annually post-lending reports.
• Industry analysis. Collect the latest industry information, analyze the current performances and identify risks for exploring the investing opportunities.
• Daily client monitoring. Monitor the credit spreads, credit ratings, stock prices, news and events of the existing clients, especially in the dairy, automobile, TMT and real… Show more
• Daily client monitoring. Monitor the credit spreads, credit ratings, stock prices, news and events of the existing clients, especially in the dairy, automobile, TMT and real estate industries and come up with weekly.
• Task follow up. In charge of the time management of all the group and individual tasks, by recording all the tasks, following up the processes, pushing forward before the deadlines and summarizing weekly and monthly.

• Industry research. Supported in the writing of 4 industry research reports, 1 for TMT industry and 3 for healthcare industry, by analysing the competitive landscape, big issues and development trend, and in 1 company.
• Portfolio management. Supported to the build and maintenance of simulated portfolio.
• Wealth Management. Familiar with financial products; Developed targeted investment plans and provided investment… Show more
• Wealth Management. Familiar with financial products; Developed targeted investment plans and provided investment advices according to customer needs; Responsible for the daily customer maintenance and communicated with.
• PE business. Worked on prime brokerage business, provided outsourcing services to private equity funds and supported to the risk report. Show less

Beijing City, China

----Created auditing plans with audit manager.----Assisted audit manager to audit the publicly listed companies. Joined into the meeting with the managers of the companies under auditing, talked about the finance, laws, marketing and technologies, and collected relevant informations.----Participated into pre-approve audit and ensure accuracy. Checked the.

Beijing, China

----Managed the KPI, provided and explained the results.----Risk assessment for all business activities and marketing commercials.----Budget management. Checked and analyzed the inventory, cost of goods and the general operation cost. ----Cash management. Timely followed the receivables, payables and investment activities to make sure the stable finance.

China Beijing

----Reviewed loan applications and assisted customers to seek loans.----Credit assessments. Evaluate the credit of clients by account statement, credit record and big data. ----Corporate valuation and risk assessment of companies through financial statement and reports, with valuation models of equity and debt, the quality of management team and accounting.

Master'S Degree, Finance, 15/20

Main courses: corporate finance; financial decision making; financial risk management; Fixed income; strategic management; Corporate.

学士, Administration Management

Activities and Societies: business negotiation Main Courses: macro-economic; micro-economics; insurance; accounting; Database; management.