Yi Lu Email & Phone Number

Los 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.

Financial 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.

Beijing, China

Nanchang 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.

Beijing, 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.

Master’S Degree, Finance And Financial Management Services

Activities and Societies: United States Oversea Student Union

Bachelor'S Degree, Finance, General

Activities and Societies: Financial Investment Association丨The Publicity Department of Student Union丨Women’s Volleyball Team

Bachelor’S Degree, Finance

Activities and Societies: Financial Investment Association丨The Publicity Department of Student Union丨Women’s Volleyball Team