Lucy Cai
Private Equity Investment Analyst Intern at Avalerian- Claim this Profile
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Chinese Native or bilingual proficiency
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Bio
Credentials
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Financial Forecasting with Analytics Essential Training
LinkedInJul, 2023- Nov, 2024 -
GPT-4 Foundations: Building AI-Powered Apps
LinkedInJul, 2023- Nov, 2024 -
Strategic Business Analysis Essentials
LinkedInJul, 2023- Nov, 2024 -
Cloud Architecture: Core Concepts
LinkedInJun, 2023- Nov, 2024 -
Communicating with Confidence
LinkedInJun, 2023- Nov, 2024 -
Excel VBA: Process Modeling
LinkedInJun, 2023- Nov, 2024 -
Excel: Macros and VBA for Beginners
LinkedInJun, 2023- Nov, 2024 -
Getting Started with Power BI
LinkedInJun, 2023- Nov, 2024 -
Learning VBA in Excel
LinkedInJun, 2023- Nov, 2024
Experience
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Avalerian
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Private Equity Investment Analyst Intern
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Sep 2023 - Present
Fall 2023 PE internship Fall 2023 PE internship
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Hilton
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United States
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Hospitality
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700 & Above Employee
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Campus Ambassador
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Aug 2023 - Present
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Finance Intern
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Jun 2023 - Aug 2023
Worked with the Financial Enterprise Performance Management (EPM) Systems team. Managed Oracle Hyperion financial planning and consolidations applications, executed ad hoc analysis to support other business functions, and drove testing across applications for system enhancements. Created 3 applications using VBA, implementing process automation for various data validation processes.
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McIntire Investment Institute
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United States
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Investment Management
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1 - 100 Employee
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Portfolio Analyst
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Sep 2021 - Present
Analyst at MII, a student-run long/short equity investment organization at UVA with over $900k in assets under management. Conducts industrial analysis and due diligence for investment pitches. Training and work involve assessing market and industry opportunity, deriving financial calculations to make investment decisions, and evaluating risks associated with business investments. Analyst at MII, a student-run long/short equity investment organization at UVA with over $900k in assets under management. Conducts industrial analysis and due diligence for investment pitches. Training and work involve assessing market and industry opportunity, deriving financial calculations to make investment decisions, and evaluating risks associated with business investments.
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180 Degrees Consulting
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Australia
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Non-profit Organizations
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700 & Above Employee
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Project Consultant
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Sep 2021 - May 2023
Consultant with 180 Degrees Consulting at UVA, the world's largest student volunteer consultancy. Contributed to diverse projects, including developing a brand refresh marketing plan for a local non-profit, and proposing business expansion into affordable housing solutions for client patients. Responsibilities encompassed data analysis, creative marketing, and strategic problem-solving to deliver impactful results for clients. Consultant with 180 Degrees Consulting at UVA, the world's largest student volunteer consultancy. Contributed to diverse projects, including developing a brand refresh marketing plan for a local non-profit, and proposing business expansion into affordable housing solutions for client patients. Responsibilities encompassed data analysis, creative marketing, and strategic problem-solving to deliver impactful results for clients.
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University of Virginia Darden School of Business
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United States
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Higher Education
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300 - 400 Employee
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Research Intern
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Jun 2022 - Jan 2023
Worked as NFT Research Intern under Darden professor. Purpose of research is to collect data from Decentralized Autonomous Organizations (DAOs) to understand what makes successful DAOs (technical and non-technical aspects; i.e. HHI, purpose of smart contracts, governance process, token distribution) and the level of centralization in such organizations. Tasks include creating dashboards on various DAOs using SQL and researching tokens. Worked as NFT Research Intern under Darden professor. Purpose of research is to collect data from Decentralized Autonomous Organizations (DAOs) to understand what makes successful DAOs (technical and non-technical aspects; i.e. HHI, purpose of smart contracts, governance process, token distribution) and the level of centralization in such organizations. Tasks include creating dashboards on various DAOs using SQL and researching tokens.
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Keller Williams Realty, Inc.
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United States
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Real Estate
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700 & Above Employee
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Real Estate Intern
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Jun 2019 - Jun 2020
Completes administrative tasks, data collection / analysis, and shadows real-estate agent. Calculated conversion rates for agents and Zillow to help agent redistribute marketing budget accordingly. Engaged with clients through follow-up, closings, and showings. Completes administrative tasks, data collection / analysis, and shadows real-estate agent. Calculated conversion rates for agents and Zillow to help agent redistribute marketing budget accordingly. Engaged with clients through follow-up, closings, and showings.
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Haikou Primary School No. 26
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Haikou, Hainan, China
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Student Teacher
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Jan 2019 - May 2019
Student teacher for the Haikou Primary School No.26 during the Spring of 2019. Created curriculum and taught English language & culture to over 300 students and teachers (50+ hours). Connected with teachers and students via engaging in-person lectures and online communication platforms. Student teacher for the Haikou Primary School No.26 during the Spring of 2019. Created curriculum and taught English language & culture to over 300 students and teachers (50+ hours). Connected with teachers and students via engaging in-person lectures and online communication platforms.
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Education
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UVA McIntire School of Commerce
Bachelor of Science - BS, Commerce (Finance Concentration, Business Analytics & Real Estate Tracks) -
University of Virginia
Bachelor of Science - BS, Commerce and Computer Science minor -
Oakton High School
None, None