Yan Lu

*** **** **** ******

New York, NY *****

215-***-****

acgi7g@r.postjobfree.com

Education

Drexel University Philadelphia, PA

Bachelor of Science in Business Administration Graduation: June 2014

Major: Finance

Honors

Dean's List Scholarship, Drexel University, 2010-2014

Work Experiences

Aflac Insurance New York, NY, 10038

Sales Assistant September 2014 to present

• Book and schedule appointments with clients and introduce insurance products to clients.

• Present product details to business owners and employees and help clients fully understand products benefits.

• Following up with clients for further services and record feedback from clients.

China Construction Bank Suzhou, Jiangsu, PRC

Financial Analyst, Internship September 2012 to March 2013

• Customized investment portfolios and modified marketing strategies of sub-branches in SooChow area.

• Participated in liquidation team to resolve bank accounting and audit system operation, and joined annual accounting

settlement as the clearing intern member in 2012.

• Transferred capital for clients with abroad bank branches, including New York, Sydney, Tokyo and Hong Kong

branches using Thomson Reuter electronic trading system and Bank FX trading system software.

• Processed daily bank transactions, recorded special and large transactions up to 20M, and arranged information into

clear lists for further analysis.

• Participated in a new financial derivative product launch and assisted in creating a product model.

SooChow Securities, LLC Suzhou, Jiangsu, PRC

Investment Analyst, Internship February to April 2010

• Assisted the research department to manually predict a potential high performing stocks based on analysis and data

extraction.

• Drafted due diligence for new IPO companies and prepared financial reports.

• Analyzed IPO companies marketing sales reports and predicted future stock trend after IPO.

• Joined ‘middle and small-size company panel’ to manually analyze stock performances based on previous data.

Project Experience

Security Analysis & Portfolio Management Case Philadelphia, PA

Data Analyst May to June, 2013

• Collected and analyzed data of ten S&P high performance stocks, using Excel templates to find results and sort for next

level analysis.

• Built regression model to simulate and analyze the internal connection between data to study future trends.

• Created an analysis model, equally-weighted, value-weighted and optimal portfolios to investigate best combination.

• Summarized overview of the analysis and internal connections of each best combination of portfolios.

Skills

Computer - Microsoft PowerPoint, Word, Excel, Bank FX trading system software, Thomson Reuter electronic trading system

Language - Fluent in reading, speaking, writing Chinese

Activities

Public Welfare Exhibition, Presentation, 2013

Beijing Youth Daily, Community Computer Competition, 2013

Children’s Community School, Painter, 2010

Pennsylvania University, Festival Presentation, Presenter, 2009

Contact this candidate