A passionate Financial Analyst who can work in a cross-functional team. With a strong background in financial modeling and risk management. Actively looking for full-time jobs in Fixed Income and ESG investment areas.Born in the south of China, the motivation of seeing more possibilities of life drove me to go forward, and have a bachelor's degree in Financial Economics in Beijing. Having worked in various sectors in the Finance industry, I found great enthusiasm for financial modeling and analytics, which helps people to understand the past and predict the future. This is essential when generating insights and telling logical stories to audiences.My diverse background makes me adaptable and a quick learner, contributing to high efficiency in a global team. And the multicultural background enables diverse perspectives. My expertise brings uniqueness and promotes mutual understanding while adding value for the whole team and company.
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Finance InternEmerald May 2022 - Sep 2022Los Angeles County, California, United States• Forecasted revenue and expense of production in the next 5 years based on historical operational data, carbon credit pricing, experimental data, and expansion plan, constructed whole financial model, and published on Forecastr.com.• Conducted research on industry-related transactions, and provided supporting data points for valuation process.• Facilitated in project process management using Monday.com, created new workspace, completed summaries weekly independently and presented them to team leaders and clients to control process.
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Investment Banking InternEssence Securities Co., Ltd Nov 2020 - May 2021Financial St, Beijing, China• Facilitated in strategy development process, analyzed bond issuance data in Chinese real estate industry from variety of analytical tools including Excel and R to construct a 9-page industry report and presented it to senior management.• Compiled 7 bond issuance prospectus by contacting with clients and arranging necessary draft materials. -
Teaching AssistantUniversity College Dublin Sep 2020 - Jan 2021Beijing, China -
Sales AssistantChina Construction Bank (Asia) Corporation Limited Dec 2019 - Jan 2020Nanchang County, Jiangxi, China•Developed regional marketing strategy with retail sector team, arranging clients’ information by demographics and providing recommendations for segmentations.•Communicated with clients regarding portfolio performance and provided best practice investing, supporting Sales team to maintain relationships with 30+ clients. -
Research InternChina Lianhe Credit Rating Co.,Ltd Jun 2019 - Sep 2019Beijing, China• Processed financial data, measured clients’ liquidity, profitability capability by calculating ratios, and filled 31 projects’ rating models, using Wind, Excel, Word, and other tools.• Analyzed financial condition of companies and completed financial analysis part of debt-rating reports, which were publicly then posted in Shanghai or Shenzhen Exchanges’ websites. -
Teacher AssistantArt Dream China Feb 2018 - Jun 2018
Yi Lu Education Details
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Finance And Financial Management Services -
Finance
Frequently Asked Questions about Yi Lu
What is Yi Lu's role at the current company?
Yi Lu's current role is USC Marshall MS Finance Candidate 2022 (STEM) 丨Financial Modeling & Budgeting.
What schools did Yi Lu attend?
Yi Lu attended University Of Southern California - Marshall School Of Business, 北京工业大学, University College Dublin.
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