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Analyst Professional Experience

Jersey City, New Jersey, 07310, United States
November 01, 2016

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Shuangqi (Roxanne) Lu

* ***** ****, ****, ****** City, NJ 07310 504-***-**** CFA Level II Candidate Investment Banking Analyst EDUCATION

Tulane University, A. B. Freeman School of Business New Orleans, LA December 2015 Master of Finance in Banking and Finance, GPA: 3.31

Coursework: Financial Reporting, Valuation, Investment and Asset Pricing, Fixed Income, Risk Management

Activity: Finance Tutor, Toastmaster International, Community Services Zhongnan University of Economics and Law (ZNUEL) Wuhan, China June 2014 Master of Finance

Bachelor of Economics in Investment, and Bachelor of Arts in English

Honor: Freshman Speaker at Orientation; Merit Scholarship; Excellent Student Cadre PROFESSIONAL EXPERIENCE

Primary Capital LLC New York, NY Investment Banking Analyst June 2016-Present

Manage $115million EB-5 project by preparing Pitch Deck, building financial model, and due diligence report

Lead fundraising efforts to connect with 1,000+ funds and established 10+ potential investors

Provide financial advice on M&A deals and work closely with C-Suite executives of on-going projects

Design marketing strategy for EB-5 projects, develop immigrant investors and manage investor relations Chesapeake Employers’ Insurance Company Baltimore, MD Investment Intern June 2015-August 2015

Conducted fundamental and quantitative analysis, and managed $2 billion portfolios, to boost 36 bps of YTD

Created weekly credit reports by extracting and analyzing data from SEC filings and proposed trade actions

Developed the company’s first compliance model to quantify risk exposure of seven portfolios, and the model was applied to monitor the future performance

Furnished portfolio performance Pitch Deck for annual Shareholder meeting Freeman Reports New Orleans, LA Equity Research Analyst January 2015-May 2015

Led a 30-page report on Southwestern Energy (SWN/NYSE), and forecasted a 12-month target price

Researched and analyzed the company’s past performance and industry environment

Built multiple valuation models, including discounted cash flow model and comparable model, to forecast a range of fair value performance


Freeman Consulting Competition New Orleans, LA Business Consultant August 2014-February 2015

Advised Archcessory for marketing strategy, redesigned the website and boost 50% visiting volume ZNUEL Wuhan, China Deputy Minister of External Relations October 2012-May 2013

Orchestrated the first Graduate School Photograph Competition; 500+ students and faculty attended

Fund raised $1,000 for the organization by leverage relationships with 100+ off-campus merchants CERTIFICATIONS/SKILLS

Certifications: Bloomberg Certified; Microsoft Essential Learning Certified Skills: Advanced Microsoft Excel and PowerPoint; Bloomberg; Capital IQ; Innovator; Team Player; Self-Motivated Interest: Traveled to 18 states of U.S., fitness enthusiast, New York Cares Volunteer Languages: Mandarin; English

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