Yuting Lu Email and Phone Number

Work ExperienceGuangdong Yongquan Investment Management Co. LTD – Investment analyst Intern China, 2021• Conduct top-down analysis of the industry in terms of macroeconomic, policy and market sentiment.• Research assigned companies and analysed their financial performance using a number of financial ratios.• Collect monthly historical data, calculate performance summary statistics, and compare with the SSE Composite Index. Also, use this data to build up a portfolio of risky investments.Extracurricular ActivitiesHSBC Plc. – Banking & Markets (Virtual experience) Exeter, 2022• Developed strategic rationale for M&A and screened potential targets, leading to a list of top 10 targets for further analysis.• Analysed transaction data to create a summary of debt capital markets, presenting the findings to senior management to aid the decision making.• Conducted in-depth analysis of a debt financing opportunity, identifying key risks and opportunities for improvement in the financing structure.McKinsey (Shanghai) Consulting Co.- Consulting Training Program Shanghai, 2018• Conducted extensive research and analysis of the competitive advantages and disadvantages of old bookstores and online bookstores resulting in actionable recommendations.• Orchestrated collecting and analysing over 100 data points, including historical data on Xinhua Bookstore and online book purchasing volumes, to provide a comprehensive overview of the industry.• Designed and identifying the key trends and opportunities for the client.