Yuan Lu Email and Phone Number
Yuan Lu personal email
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An innovative, research focused, analytics driven portfolio manager with strong problem-solving skills and creativity. Sound investment capability with deal execution track records and outstanding oral and written communication skills gained over 13 years of top tier sell-side, buyside and consulting working experiences. Advanced capital market knowledge and expanding network of resources across region. Constantly embraces new challenges and opportunities and aims to be the very best in what she does. Proficiency in Bloomberg, Factset, WIND, MS Excel, financial modeling, fixed income and equity valuation, project management, data warehousing and data mining.
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Vice President Of Finance And OperationsAi In Business Oct 2024 - PresentSan Francisco Bay Area- AI in Business is a Graduate Student Organization dedicated to fostering passion among the USF community for Artificial Intelligence and its applications in the business realm - Our mission is to provide a platform for collaboration, education, and innovation in AI by facilitating connections among Graduate Students and Bay Area Professionals
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Fixed Income Portfolio Manager/TraderChina Citic Bank International Limited Sep 2021 - May 2023Hong Kong Sar- Successfully managed three IG and HY portfolios constructed with China USD bonds, Corp bonds, Perp bonds and AT1 etc. on selective Asia and developed markets issuers. - Twice avoided potential 5%-10% portfolio losses by reducing risks before market crash through solid fundamental credit and sector analysis, as well as the latest financial market dynamics and credit rating trend monitoring. - Achieved above market high single digit return for clients by avoiding bottom cuts on bad timings after throughout analysis on market liquidity and issuers fundamental dynamics even enduring huge pressure from management. -
Vice President Of Structured ProductChina Citic Bank International Limited May 2019 - Aug 2021Hong Kong- Conducted throughout healthcare sector investment research including all its subsidiary sectors close to 40 companies within less than two months’ time to support client orientated new product development and to continue to drive growth.- Initiated and covered top 30 real estate issuers in China market within first two months on the job, using data-driven financial modeling, in-depth fundamental credit research with unique understanding of key drivers of each of the company and industry
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Senior Manager Of Principal InvestmentEverbright Securities Aug 2017 - Apr 2019Hong Kong- Key deal member responsible for origination and execution of the company’s capital investment strategy as well as full deal cycle monitoring and execution.- Creatively restructured investment terms as well as coordinated and communicated with clients effectively when Event of Default triggered to achieve Investment Committee approval and maintain cooperative relationships with clients.- Recovered potential investment losses to the greatest extent possible by reducing the valuation of invested company to half when mispricing was found through throughout analysis of the company and industry fundamentals. -
Merger And Acquisition BankerEverbright Securities Feb 2017 - Jul 2017Hong Kong Sar- Lead the team to do comprehensive due diligence, build up financial models with hands on guidance on quantitative and valuation analysis, and create key documents including pitch books, term sheet and other transaction related materials.- Deliver customized strategic investment offerings for clients, including assisting in fund formation of Everbright TMT Opportunity Fund and Everbright MENA industrial Fund with sovereign client from middle east.
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Equity Research AnalystBoci Sep 2014 - Jan 2017Hong Kong- Conducted equity analysis in consumer goods, e-Commerce and then TMT sectors to write deep-dive company and industry investment analysis reports on regular basis to provide timely comments and recommendations on major news and events and generate actional ideas to institutional clients.- Initiated e-Consumer sector within the research department after identifying the coming industry trends.- Developed and maintained good working relationships with covered 20+ companies, industry experts and other market participants, to support business development activities. -
Quantitative Research AnalystBoci Jan 2014 - Sep 2014Hong Kong Sar- Generated trading ideas to strategists and research team via data extracting, processing and quantitative models build up and maintenance.
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Business Intelligence ConsultantNtt Data Business Solutions Mar 2010 - Dec 2013Sydney, Australia- The only graduate student intake in 2010 and is one of the only 5-6 female constants among 250+ consultants in total. Committed to provide industry-forward and insightful technology consulting services to customers with this leading big data and cloud computing firm in Australia and New Zealand.- Lead and participated in various Enterprise System Architect projects across industries and government agencies, and experienced in the through-out project phases, including proposal responding, blue printing, building/implementation and delivery and user training. - Experienced in SAP Business Intelligence (BI), SAP Business Consolidation Solution (BCS) and SAP Business Planning and Consolidation (BPC), SAP BI report explorer tools and SAP BusinessObjects (BOBJ) tools.
Yuan Lu Skills
Yuan Lu Education Details
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Merit Scholarships -
Venture Capital For Tech -
Bachelor Of Information Systems
Frequently Asked Questions about Yuan Lu
What company does Yuan Lu work for?
Yuan Lu works for Ai In Business
What is Yuan Lu's role at the current company?
Yuan Lu's current role is Master of Science in Entrepreneurship and Innovation, May 2025 graduation.
What is Yuan Lu's email address?
Yuan Lu's email address is yu****@****ail.com
What schools did Yuan Lu attend?
Yuan Lu attended University Of San Francisco, Uc Berkeley College Of Engineering, The Australian National University, Dalian Jiaotong University, Swinburne University Of Technology.
What skills is Yuan Lu known for?
Yuan Lu has skills like Sap Fico, Ssas 2008, Data Warehousing, Business Objects, Sap Bw, Sap Bi, Dashboard, Data Modeling, Sap Erp, Sap R/3, Sap, Web Intelligence.
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