Customer Service Project

Dazhi(Andy) Lu

*** ** ****** **, *** *** Boston, MA, 02125

517-***-**** acs6gx@r.postjobfree.com

EDUCATION

Pepperdine University, Malibu, CA Dec 2015

Master of Science in Applied Finance

GPA:3.33/4.0

Michigan State University, East Lansing, MI Dec 2014 Bachelor of Arts, Major in Finance

GPA:3.1/4.0

PROFESSIONAL EXPERIENCE

Corporate banking department, Investment Banking Center, Donghai Bank, Ningbo, China Aug 2015 Investment banking intern

Assisted in projects of Trust Beneficiary rights with BRCT and LTC, analyzed financial ratios from counterparts, researched investigation reports and drafted a risk assessment report.

Created slides of brief business introduction for investment banking center, the slides were used for training to new employees

Offered credit analysis for group customer credit-committing business, researched in access restrictions, drafted a report about risk control with colleagues from risk-management department

Supported team from International Settlement department, assisted in project of settlement by letter of credit, researched related topic from UCP 600 and ISBP, negotiated with clients and seller’s bank Tax Department, Global Employee Service Line, Deloitte, Shanghai, China Jul 2014-Aug 2014 Practice Trainee

Managed individual income tax filling project for Applied Materials, Inc. Completed a report for more than 500 individuals about effective and applicable tax rates, tax requirements and tax payments under implications

Planed and managed consulting project on maximum tax advantages achievement on Restrict stock units under supervisor’s direction, drafted a speech for senior manager level conference

Retrieved request financial data from Sanofi, performed spreadsheet work to analyze and distribute the data for supervisor

Liaised with clients and Shanghai Tax Bureau, solved problems and submitted a report on tax basis of ownership transfer of trademarks

Collaborated with colleagues to prepare data sheets and tax payment documentation for more than 120 clients Analysis Department, Essence Securities, Ningbo, China Jul 2013-Sep 2013 Security Analysis Intern

Conducted quantitative analysis for 5 separate industries and composed analysis reports of Shanghai Composite Index

Evaluated 27 companies’ short-term performance and created reports of investment proposals for internal use

Assisted in company’s financial reports preparation project based on required procedures with colleagues from finance department

Analyzed price movement of stocks and benchmarks and offered consulting service to clients

Drafted daily equity research reports and presented in daily scrum conference.

Created reporting dashboards and spreadsheet to analyze and present data for more than 100 customers in Customer Service Enhancement Project

ACTIVITIES

FIN 626 Graduate assistant, Pepperdine University Jun 2015-Present

Operating officer, Pepperdine University, Asian Business Club Jun 2015-Present HONORS

Graziadio School of Business and Management Scholarship Jan 2015

Twice in Dean’s list Jan 2011-Dec 2014

ADDITIONAL SKILLS

Proficient in Microsoft Word, Excel, Access, PowerPoint, and Mergent

Fluent in English and Mandarin

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