Junhao Luo
Champaign,IL
Summary
Jishi Research – Student Researcher, Financial Markets and Portfolio Analysis
Mar – Jun 2021
- Conducted research on asset classes, investment vehicles, and capital allocation strategies under the guidance of a Columbia University professor.
- Applied Markowitz portfolio optimization model and Index Model to evaluate empirical financial data using Excel.
- Explored concepts of risk-return tradeoff, diversification, futures, options, and fixed income securities.
- Co-authored an academic paper on portfolio evaluation, accepted by the International Conference on Internet Finance and Mathematical Economy (2021).
International Economics Olympiad (IEO) – Competition Team Leader
Beijing, China | Feb – Jul 2021
- Organized study plan and distributed learning materials to team members.
- Led team to achieve Top 25% nationally, earning individual & team Third Prizes, advancing to nationals.
Astan Business Competition – Team Leader
Beijing, China | May – Jul 2021
- Coordinated team preparation and case presentations.
- Secured Bronze Award among national teams.
Student Union, Beijing Aidi International School – Vice President, Language Center
Beijing, China | 2019 – 2020
- Planned student activities and implemented academic regulations.
- Oversaw discipline management for 200+ students across the department.
Overview
1
1
year of professional experience
Work History
LightCourse Platform Market Development Intern
Chengdu United Education Technology Co., LTD
01.2022 - 01.2023
- Expanded UIUC campus business presence by establishing 5+ publicity channels and engaging with 200+ students through outreach initiatives.
- Planned and executed promotional activities, including a milk tea giveaway campaign that attracted 300+ participants and boosted platform registrations by 20%.
- Built relationships with the Chinese Student Union, resulting in a 25% increase in event attendance and long-term promotional partnership.
Wealth Management Intern
China Asset Management Co., Ltd. (ChinaAMC), Branch Office
05.2022 - 08.2022
- Assisted financial advisors with client development and prepared tailored investment materials, supporting 15+ prospective clients during the internship.
- Coordinated with 3 third-party financial institutions to deliver customized product and research support.
- Supported the organization of 5 investor education events with 50–100 attendees each, improving client product knowledge and engagement.
- Strengthened financial documentation and communication skills, contributing to an estimated 10% increase in client follow-up conversion.
Education
Undergraduate - Economics
University of Illinois Urbana-Champaig
Skills
- Technical & Analytical: Python (basic), R (basic), Stata (intermediate), Microsoft Excel (advanced: pivot tables, data visualization), SQL (basic)
- Data Analysis Tools: Tableau (intermediate), Power BI (basic)
Timeline
Wealth Management Intern
China Asset Management Co., Ltd. (ChinaAMC), Branch Office
05.2022 - 08.2022
LightCourse Platform Market Development Intern
Chengdu United Education Technology Co., LTD
01.2022 - 01.2023
Undergraduate - Economics
University of Illinois Urbana-Champaig
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