Xiaofeng Lu Email & Phone Number

Shanghai Suburb, China

• Airlines, airports & logistics

Greater Boston Area

• Worked directly with Associate Professor, Daniel Bergstresser (http://people.brandeis.edu/~dberg)• Managed GMIC’s portfolio, currently worth $86,000; Executed trades according to deep equity research on current and potential future holdings, resulting in improvements in portfolio asset allocation• Constructed first GMIC portfolio monitoring and risk reporting Excel spreadsheets and first portfolio profile in Bloomberg; Calculated and monitored portfolio risk, factor exposures and… Show more • Worked directly with Associate Professor, Daniel Bergstresser (http://people.brandeis.edu/~dberg)• Managed GMIC’s portfolio, currently worth $86,000; Executed trades according to deep equity research on current and potential future holdings, resulting in improvements in portfolio asset allocation• Constructed first GMIC portfolio monitoring and risk reporting Excel spreadsheets and first portfolio profile in Bloomberg; Calculated and monitored portfolio risk, factor exposures and attribution. Updated, maintained, and operated spreadsheets, resulting in easier approach to risk management and return analysis for GMIC fund• Conducted daily market highlight report and discussed possible impact on portfolio with faculty supervisor Show less

Shanghai, China

• Analyzed China’s flooring industry as part of a Pre-PE project, surveyed firms and interviewed over 30 managers and customers• Modified questionnaire based on local customers which improved interview efficiency and success rate by 50%• Presented results to company manager, who selected my work on market segmentation report to be part of final report to clients

Shanghai, China

• Analyzed the financials of two Fortune 500 clients that were floating corporate debt to insure compliance with bank requirements• Presented suggestions to managers on how to meet requirements, which were included in final presentation to clients• Calculated cash flows and established a correlated mathematical model of clients

Shanghai, China

• Participated in corporation finance, cash pool and commercial bank training courses for Associate Pre-selection Program candidates.• Creatively assisted audit division during customer information input and reduced information gathering time by 50%. Asked by branch COO to create tutorial for all interns gathering this information.• Led a team of interns to survey and analyze ranking changes in Fortune 500 companies to establish a risk profile of borrowers

Master Of Arts (M.A.), International Economics And Finance

Activities and Societies: Vice President of Global Markets Investment Club (GMIC)

Echange, Finance & Consulting

Activities and Societies: Professional Delegate for JP Morgan Workshop, Bloomberg Terminal Workshop and IBM Workshop

Bachelor'S Degree, Economics, 3.7

Activities and Societies: Vice President of Student Union, Cadre Volunteer of 2010 Shanghai World EXPO, Opening Ceremony Volunteer of 2007.