Zhaocheng Lyu

实习生 at 申万宏源证券有限公司
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Kowloon, Hong Kong SAR, HK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Chartered Financial Analyst Level I
    CFA Institute
    Aug, 2022
    - Nov, 2024

Experience

    • Capital Markets
    • 200 - 300 Employee
    • 实习生
      • Aug 2023 - Present

      Assisted in an ongoing private placement for a listed technology company. The team is currently filing Due Diligence Report Assisted in an ongoing private placement for a listed technology company. The team is currently filing Due Diligence Report

    • Financial Services
    • 1 - 100 Employee
    • Financial Engineering Intern
      • May 2022 - Sep 2022

      •Studied and focused on the signaling factors of sector rotations and low volatility anomaly •Analyzed market data on relative returns of stocks opening high/low and weekday effects (our study shows Monday has the best returns while Thursday has the worst) •Calculated the correlation and p value between returns of 31 sectors, 125 sub-sectors and 23 indicators (PE, PB, PS, ROE, Growth, etc.) •Studied and focused on the signaling factors of sector rotations and low volatility anomaly •Analyzed market data on relative returns of stocks opening high/low and weekday effects (our study shows Monday has the best returns while Thursday has the worst) •Calculated the correlation and p value between returns of 31 sectors, 125 sub-sectors and 23 indicators (PE, PB, PS, ROE, Growth, etc.)

    • China
    • Software Development
    • 700 & Above Employee
    • Tax Assistant
      • Dec 2021 - Jan 2022

      •Prepared 4 tax returns for 4 subsidy companies of Tencent; researched and reported tax rules in different jurisdictions •Processed (Microsoft Office) various files with data formatting, calculation etc. •Prepared 4 tax returns for 4 subsidy companies of Tencent; researched and reported tax rules in different jurisdictions •Processed (Microsoft Office) various files with data formatting, calculation etc.

  • WealthAxis
    • 香港特别行政区
    • Trainee
      • Dec 2021 - Jan 2022

      •Completed the foundation course of Family Office Advisory, covering asset management, tax planning, retirement planning, heritage planning, etc. •Completed 5 case studies based on real customers. Analyzed the customers’ financial situation and provide tailor-made solutions •Demonstrated outstanding leadership in a group of 6, and highly appreciated by mentors •Completed the foundation course of Family Office Advisory, covering asset management, tax planning, retirement planning, heritage planning, etc. •Completed 5 case studies based on real customers. Analyzed the customers’ financial situation and provide tailor-made solutions •Demonstrated outstanding leadership in a group of 6, and highly appreciated by mentors

Education

  • 香港科技大学
    Bachelor's degree, Decision Analytics
    2020 - 2024

Community

You need to have a working account to view this content. Click here to join now