Finance Associate Intern
Current
May 2024 - Present
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Yiwei Lu Email & Phone Number
MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience
at
Unity For Equality
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience
Location
Rochester, New York, United States
Company size
Who is Yiwei Lu? Overview
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Quick answer
Yiwei Lu is listed as MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience at Unity For Equality, a with 15 employees, based in Rochester, New York, United States. AeroLeads shows a matched LinkedIn profile for Yiwei Lu.
Yiwei Lu previously worked as Finance Associate Intern at Unity For Equality and Due Diligence Analyst at Simon School Venture Fund. Yiwei Lu holds Master Of Science - Ms, Finance from University Of Rochester.
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Unity For Equality
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Profile bio
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.
Current workplace
Yiwei Lu's current company
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Unity For Equality
7 roles
Yiwei Lu work experience
A career timeline built from the work history available for this profile.
Due Diligence Analyst
Oct 2023 - May 2024
Marketing Intern
· 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.
Feb 2023 - May 2023
Recruiting Intern
· 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.
Sep 2022 - Nov 2022
Assistant Account Manager
· 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.
Jul 2022 - Aug 2022
Corporate Business Department Intern
· 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.
Jan 2021 - Feb 2021
General Affairs Department Intern
· Prepared a variety of invoices and policies of insurance documentation · Assisted in the sales process and liaised with staff outside the office
Jul 2020 - Aug 2020
Team & coworkers
Colleagues at Unity For Equality
Other employees you can reach at unityforequality.org. View company contacts for 15 employees →
IS
Isranoor Syed
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
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ET
Erineda Thermitus
Colleague at Unity For EqualityMiami-Fort Lauderdale Area, United States
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YC
Yanjun Cong
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
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FF
Fenix Frias
Colleague at Unity For EqualityBronx, New York, United States
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YD
Yash Derasaria
Colleague at Unity For EqualityNew York, United States
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ZC
Zachary Cox
Colleague at Unity For EqualityBrockport, New York, United States
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IO
Irem Orak
Colleague at Unity For EqualityRome, Latium, Italy
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AM
Amber Martes
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
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MW
Mengyao Wang
Colleague at Unity For EqualityRochester, New York, United States
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TW
Taydra Wells
Colleague at Unity For EqualityLouisville, Kentucky, United States
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Isranoor Syed
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
View →
ET
Erineda Thermitus
Colleague at Unity For EqualityMiami-Fort Lauderdale Area, United States
View →
YC
Yanjun Cong
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
View →
FF
Fenix Frias
Colleague at Unity For EqualityBronx, New York, United States
View →
YD
Yash Derasaria
Colleague at Unity For EqualityNew York, United States
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ZC
Zachary Cox
Colleague at Unity For EqualityBrockport, New York, United States
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IO
Irem Orak
Colleague at Unity For EqualityRome, Latium, Italy
View →
AM
Amber Martes
Colleague at Unity For EqualityNew York City Metropolitan Area, United States
View →
MW
Mengyao Wang
Colleague at Unity For EqualityRochester, New York, United States
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TW
Taydra Wells
Colleague at Unity For EqualityLouisville, Kentucky, United States
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2 education records
Yiwei Lu education
Master Of Science - Ms, Finance
Master Of Science, Finance, 3.7
FAQ
Frequently asked questions about Yiwei Lu
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What company does Yiwei Lu work for?
Yiwei Lu works for Unity For Equality.
What is Yiwei Lu's role at Unity For Equality?
Yiwei Lu is listed as MS in Finance (STEM) 24’ | Fluent Mandarin & English | Seeking financial analysis role | Commercial banking experience at Unity For Equality.
Where is Yiwei Lu based?
Yiwei Lu is based in Rochester, New York, United States while working with Unity For Equality.
What companies has Yiwei Lu worked for?
Yiwei Lu has worked for Unity For Equality, Simon School Venture Fund, Microport, 平安银行股份有限公司, and 招商银行.
Who are Yiwei Lu's colleagues at Unity For Equality?
Yiwei Lu's colleagues at Unity For Equality include Isranoor Syed, Erineda Thermitus, Yanjun Cong, Fenix Frias, and Yash Derasaria.
How can I contact Yiwei Lu?
You can use AeroLeads to view verified contact signals for Yiwei Lu at Unity For Equality, including work email, phone, and LinkedIn data when available.
What schools did Yiwei Lu attend?
Yiwei Lu holds Master Of Science - Ms, Finance from University Of Rochester.
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