QIANYUE LU

+1-551-***-**** ad4m5g@r.postjobfree.com New York, NY 10025

EDUCATION

Columbia University, New York, United States Sep. 2023 – Exp. Dec. 2024 Master of Science, Enterprise Risk Management (STEM) Relevant Coursework: Quantitative Risk Management, Financial Risk Management, Insurance Risk Management Bayes Business School, London, United Kingdom Sep. 2019 – May 2022 Bachelor of Science, Finance, WES 3.5 (GMAT 730)

Relevant Coursework: Corporate Finance, Mergers and Acquisitions, Intermediate Financial Accounting, Macro and Microeconomics, Financial Econometrics, Derivatives Trading and Hedging Strategies, Real Estate Finance Membership: Senior Analyst at Value Investing Society covering Chinese Equities INTERNSHIPS

HP Tech Ventures Remote Dec. 2023 – Feb. 2024

Venture Capital Externship

Conducted investment research and analysis on potential startup targets with Crunchbase; presented the insights to senior management through PowerPoint presentation, garnering positive feedback

Proficient in SQL for merging tables using LEFT JOIN and INNER JOIN; adept in data cleaning by integrating SQL functions like IF, COALESCE, REPLACE, and TRIM, enhancing data processing accuracy and efficiency

Conducted correlation and regression analysis on 300,000+ data points using Excel and Python’s Pandas and SciPy libraries, providing management with crucial insights into key factors influencing total funding amounts

Visualized data distribution with histograms and line charts in Tableau, underpinning data-driven decision-making Lions Financial New York, NY July – Sep. 2023

Risk Management Intern

Utilized balance sheet and cash flow statement to analysis and compare liquidity metrics such as current ratio, cash ratio, and CF/LF ratio; provided senior managers key information for strategic risk prioritization

Collected 3-year closed stock price data from Yahoo Finance and deployed Python NumPy and SciPy to execute a Value-at-Risk (VaR) market risk assessment, influencing senior management's investment decision-making

Leveraged Tableau to create an intuitive risk matrix and management team analytics dashboard; transformed complex data sets into actionable insights through data visualization techniques like pie chart CITIC Shandong, China July – Aug. 2021

Investment Banking Intern

Contributed to a successful deal worth over 100 million RMB by assisting senior members in organizing networking events and dinners for potential investors, ensuring an impactful experience for attendees

Gathered and processed financial data from 10+ internal reports to perform in-depth financial analysis, enabled informed decision-making by providing insights into the target company's financial health

Conducted financial modeling analysis, including LBO (leveraged buyout) and synergies analysis, using Excel and Wind, which contributed to the decision to acquire the target company, resulting in projected cost savings of 15% and anticipated revenue growth of 20% within the first year of acquisition EXTRACURRICULAR ACTIVITIES

Retail Investor Apr. 2019 – Present

Managed a diverse A-share stock portfolio with a market capitalization exceeding 100,000 RMB, including vaccine, real estate, and electronic chips industries, achieved a profitable return of over 5%

Utilized various valuation methods such as the discounted cash flow (DCF) model and relative valuation methods to evaluate investment opportunities, resulting in sound investment decisions Portfolio Manager, Amplify Trading Competition, London Apr. 2020

Managed multi-asset portfolio including equity, bonds, index futures, and commodities; ranked 1st in portfolio returns over 50+ fellows; The performance consistently beat the market indices over quarters

Made investment decisions under different circumstances like war and market turmoil; adopted investment strategies like contrarian investment, portfolio diversity and buy low sell high; adjusted positions by considering different risks, including portfolio risk management, human risk biases OTHER INFORMATION

Technical Skills: Microsoft Office (Excel VBA, Word, PowerPoint), SQL, Python, R, Tableau Interests: Pandas, Console Game (Competition), Mystery Novels, Whisky