Deqi Lu
Summary
Highly motivated Department Intern with relevant experience managing tasks in a fast-paced environment. Strong multitasking skills and ability to prioritize work effectively under pressure. Demonstrated strengths include problem-solving, critical thinking, and effective communication. Contributed to process improvements in previous role resulting in increased efficiency and improved workflows.
Overview
3
3
years of professional experience
Work History
Channel Sales Department Intern
E Fund Management Co., Ltd.
Guangzhou, China
05.2024 - 06.2024
- Participated in drafting the 'Guangdong Province Third Pillar Pension Insurance Expansion Plan', recorded meeting notes and prepare for the summary
- Attended the 'Tianhe District Policy Meeting on Accelerating the High-Quality Development of Financial Services for the Real Economy', recorded meeting notes and prepare for the summary
- Created various product introduction PPTs and single-page inserts
- Organized and updated PPT data for Bank of China's Guangdong branch customer profiles
- Accompanied mentors to visit major branches of Bank of China in Guangzhou to introduce products
- Completed a project defense on methods and channels for better marketing of gold-related fund products
Investment Advisory Department Assistant
ICBC Credit Suisse Asset Management Co., Ltd.
Beijing
06.2023 - 08.2023
- Assisted in project topic selection, content writing, and modification for investment banking
- Wrote articles for WeChat public account regarding fund investment
- Investigated and wrote reports on general training practices of investment advisors from several fund companies in the US, UK, and other countries
- Researched and analyzed basic information about TAMP platforms, their use, and their development prospects in China, and compiled the findings into a report
Tax Department Assistant
Deloitte
Shanghai, China
07.2021 - 08.2021
- Assisted in tax filing preparation, responsible for collecting and organizing clients' financial information, entering data into tax software, and reviewing the accuracy of tax returns
- Researched tax laws, regulations, and rulings
- Communicated with clients via phone, email, and in person, providing answers or updates on their tax filings
- Field work, including visiting clients for signature and document stamping, and solving issues at local tax bureaus
- Managed data for over 20 client companies using Excel and created presentations for the project manager
Education
Master's Degree - Information Systems
Johns Hopkins University
08-2025
Bachelor of Science - Economics
Pennsylvania State University
12.2023
Skills
- Language Skills: Mandarin (native), English (fluent)
- Office Software: Excel(proficient in Pivot Tables),PowerPoint(aesthetic presentation),Word(document editing),Minitab(data analysis)
- Computer Skills:Python
Affiliations
1. Participated in the university basketball team during undergraduate studies as a player and business cooperation manager. Worked with companies like EPIE Summer School, Liuming Education, and Panda Delivery to successfully secure sponsorships totaling over $15,000.
2. Participated in basketball championships such as NECBL East Coast Cup North American University Basketball Tournament.
3. Participated in the National Simulated Business Challenge in Shanghai, China (Nov 2021) Served as Chief Financial Officer, simulating the operation of a retail company in a group of four, managing financial allocation, balancing production improvement, marketing, expansion, and other financial risks. Won third place among over 40 teams.
Timeline
Channel Sales Department Intern
E Fund Management Co., Ltd.
05.2024 - 06.2024
Investment Advisory Department Assistant
ICBC Credit Suisse Asset Management Co., Ltd.
06.2023 - 08.2023
Tax Department Assistant
Deloitte
07.2021 - 08.2021
Master's Degree - Information Systems
Johns Hopkins University
Bachelor of Science - Economics
Pennsylvania State University
Similar Profiles
Dylan RaiffDylan Raiff
Quantitative Analyst Intern at Verition Fund ManagementQuantitative Analyst Intern at Verition Fund Management
Tina MehtaTina Mehta
Deputy General Manager at Godrej Fund ManagementDeputy General Manager at Godrej Fund Management
Leanne WuLeanne Wu
Fund Associate at Shenzhen Qianhai Huifu Snowball Fund Management Co., Ltd.Fund Associate at Shenzhen Qianhai Huifu Snowball Fund Management Co., Ltd.
Yujia (Lilly) QiuYujia (Lilly) Qiu
Securities Channel Department Intern at Ping An of China SecuritiesSecurities Channel Department Intern at Ping An of China Securities
Tomislav (Tom) MursaloTomislav (Tom) Mursalo
<ul><li>Establish long-lasting Distributor relationships by delivering positive Customer outcomes and providing superior Customer service.</li><li>Achieve regional sales targets through effective territory management and relationship building with key clients. Total Sales in 2024 $14m, up 8% YOY.</li><li>Monitor industry trends to influence product design in order to maintain JB’s leadership position in key product categories.</li><li>Manage a team of 14 channel partner sales representatives, providing guidance, coaching and support.</li><li>Travel extensively throughout the region to monitor channel partner performance and promote the JB brand.</li><li>Work closely with channel partners to develop Marketing and Merchandizing strategies to promote the JB product line.</li><li>Develop and deliver technical field training to Customers and Channel Partners.</li><li>Launch new products into the market, coordinating marketing initiatives and comprehensive sales campaigns.</li><li>Manage international sales in the Middle East, Africa and Europe.</li></ul> at JB Industries<ul><li>Establish long-lasting Distributor relationships by delivering positive Customer outcomes and providing superior Customer service.</li><li>Achieve regional sales targets through effective territory management and relationship building with key clients. Total Sales in 2024 $14m, up 8% YOY.</li><li>Monitor industry trends to influence product design in order to maintain JB’s leadership position in key product categories.</li><li>Manage a team of 14 channel partner sales representatives, providing guidance, coaching and support.</li><li>Travel extensively throughout the region to monitor channel partner performance and promote the JB brand.</li><li>Work closely with channel partners to develop Marketing and Merchandizing strategies to promote the JB product line.</li><li>Develop and deliver technical field training to Customers and Channel Partners.</li><li>Launch new products into the market, coordinating marketing initiatives and comprehensive sales campaigns.</li><li>Manage international sales in the Middle East, Africa and Europe.</li></ul> at JB Industries