Lu Li
Intern at FinTech4Good- Claim this Profile
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Bio
Experience
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FinTech4Good
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United States
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Financial Services
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1 - 100 Employee
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Intern
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Feb 2018 - Aug 2018
Washington D.C.
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Assistant Analyst
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Oct 2017 - Mar 2018
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AXA Financial
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Financial Services
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700 & Above Employee
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Financial Analyst Intern
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Mar 2016 - Jun 2016
Hong Kong ● Analyzed 50 stocks and wrote research reports in different industries such as healthcare and tech. ● Developed comprehensive reports on key indicators and assisted the director in managing assets worth ¥ 20 million to make advanced decisions on what companies to invest in ● Led a team of 3 analysts to manage a hedge fund to mitigate the risks of portfolios, and the ultimate return of the portfolio was close to 45%
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Accountant Intern
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Jul 2015 - Sep 2015
China ● Managed daily accounts such as reimbursement for approximately 200 personnel ● Created monthly financial statements for the company whose net income is ¥60 million a year ● Collaborated with the financial manager in collating and reviewing financial documents, such as bidding documents worth ¥15 million and contracts with customers
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Credit Risk Analyst Intern
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Jan 2014 - Mar 2014
China ● Analyzed the financial reports of 5 companies which applied for ¥ 1 billion to ¥ 5 billion in loans ● Summarized budget operation data compared with budget targets set by the parent company ● Recommended a 3-point plan to address cost drivers over the next 3 years
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Education
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The Johns Hopkins University
Master's degree, Finance -
Tianjin University of Finance and Economics
Bacherlor, ACCA