Yiwei Lu

Yiwei Lu Email and Phone Number

MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience @ Unity For Equality
flushing, new york, united states
Yiwei Lu's Location
Rochester, New York, United States, United States
About Yiwei Lu

I am currently pursuing my Master of Science in Finance (STEM) at Simon Business School, with an expected graduation in 2024. My academic path has been driven by a strong curiosity to explore various fields, which has lead to some great internship experience during my undergraduate studies. I have worked in six internships across different industries, each providing me with unique insights and skills.During my internships, I gained valuable experience in various aspects of finance, including corporate finance, sales, international finance, and recruitment, through my roles in three commercial banks. In addition to my financial expertise, I bring strong English communication skills. While I was born in mainland China, Mandarin is my mother tongue, and I take pride in sharing my traditional culture while embracing the richness of multicultural environments.One of my most intriguing experiences was learning the intricacies of social media management during my internship with a beauty company, where I explored the ever-evolving landscape of digital marketing. I am now actively seeking opportunities for an internship that will allow me to further hone my skills as a financial analyst.I am enthusiastic about the possibilities that lie ahead and am always eager to connect with professionals from various backgrounds and industries. Feel free to reach out to me for a chat or to explore potential collaborations.

Yiwei Lu's Current Company Details
Unity For Equality

Unity For Equality

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MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience
flushing, new york, united states
Employees:
15
Yiwei Lu Work Experience Details
  • Unity For Equality
    Finance Associate Intern
    Unity For Equality May 2024 - Present
    美国
  • Simon School Venture Fund
    Due Diligence Analyst
    Simon School Venture Fund Oct 2023 - May 2024
    美国 纽约州 罗切斯特
  • Microport
    Marketing Intern
    Microport Feb 2023 - May 2023
    Shanghai, China
    · Crafted and executed a strategic content plan for official social media channels, resulting in a 100+ follower increase over three months.· Leveraged advanced Excel skills to analyze follower data, creating user personas to identify and target potential customers effectively.
  • 平安银行股份有限公司
    Recruiting Intern
    平安银行股份有限公司 Sep 2022 - Nov 2022
    Shanghai, China
    · Executed in full recruitment cycle for industrial and skilled professionals; screened applications of 100+ candidates; scheduled and held interviews; overseen reference checks.· Excavated the potential candidates from head-hunting websites; led 20+ candidates' inductions.· Enrolled in general affairs; directed the potential sales plan in 3 months.
  • 招商银行
    Assistant Account Manager
    招商银行 Jul 2022 - Aug 2022
    Shanghai
    · Conducted market research and competitive analysis for potential credit clients to analyze success and growth rate to evaluate the operation of institutional clients seek credit services.· Managed 20+ institutional clients' lines of business, market shares, the primary source of revenues and costs and overall financial conditions before filling out relevant information in the lending agreement to assess the credibility.· Created a credit investigation report for Tangshan Holding Development Group to assess and appraise the financial capacity of the guarantor of its subsidiary.
  • 工商银行
    Corporate Business Department Intern
    工商银行 Jan 2021 - Feb 2021
    Shanghai
    · Supervised the financial status of the target company by reviewing monthly financial statements to help submit data into the inner system at ICBC Baoshan Sub-branch to ensure the financial stability of client companies.· Minimized the risk of bad debts by employing the grading of loans and provided alarm notifications for Tier 3 and Tier 4 loans.· Minimized risk of bad debts by employing grading of loans and provide alarm notifications for Tier 4 loans according to the quarterly balance sheet.· Visited target company and communicated with CFO to evaluate market growth, conducted company survey and recommended new product growth strategies, bring 5 more customers.
  • 人保资本股权投资有限公司
    General Affairs Department Intern
    人保资本股权投资有限公司 Jul 2020 - Aug 2020
    Shanghai, China
    · Prepared a variety of invoices and policies of insurance documentation · Assisted in the sales process and liaised with staff outside the office

Yiwei Lu Education Details

Frequently Asked Questions about Yiwei Lu

What company does Yiwei Lu work for?

Yiwei Lu works for Unity For Equality

What is Yiwei Lu's role at the current company?

Yiwei Lu's current role is MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience.

What schools did Yiwei Lu attend?

Yiwei Lu attended University Of Rochester, University Of Rochester - Simon Business School.

Who are Yiwei Lu's colleagues?

Yiwei Lu's colleagues are Sujith Sridhar, Fenix Frias, David Gilbert, Amber Martes, Irem Orak, Erineda Thermitus, Mengyao Wang.

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