Yanxi Lu
Ann Arbor,MI
Summary
A self-directed Work Study Student who is motivated to integrate education and hands-on experience into a dynamic job role. I am an excellent listener and a proactive individual, characterized by an optimistic outlook and an openness to new ideas. Committed to smooth operations, I deeply value collaboration, showcasing a strong team spirit, and an innate ability to communicate effectively, ensuring enriched interactions in every endeavor.
Overview
7
7
years of professional experience
Work History
Securities Trader Intern
Huachuang Securities Co.,Ltd
Shanghai , CN
05.2024 - 08.2024
- Developed detailed reports on trading activities, including profits and losses, for management review.
- Maintained records of all transactions executed through broker-dealer networks.
- Executed trades in various securities, including stocks, bonds, commodities, derivatives and options.
- Assisted in the preparation of customer account documents such as applications, agreements and disclosure statements.
Summer Internship at CITIC Securities
Ningxia Xinhua branch
CN, YinChuan
07.2023 - 08.2023
- Conducted field research on major domestic financial institutions, banks, and securities firms, and provided comprehensive reports
- Led team members in studying and devising asset management allocation strategies; presented allocation results
- Spearheaded team debates on financial market trends and hot investment topics.
- Developed presentations and organized events to promote products or services.
- Contributed ideas during brainstorming sessions to generate creative solutions.
- Provided training sessions for new employees on company procedures and protocols.
Investment Consultant Assistant
Ping An Bank of China
Beijing, CN
06.2021 - 07.2021
- Gained foundational knowledge of stock, debt, and capital market operations.
- Analyzed cases on corporate financing, IPOs, and bond issuances.
- Collected and reviewed documentation and information required for company merger and acquisition projects.
- Proficiently utilized Excel to input company profile data, bond issuance dates, and stock codes.
- Analyzed financial statements, cash flow projections and other data to assess potential risks.
Sales Person
Company of Huawei
Chengdu, CN
06.2017 - 08.2017
- Conducted market research to identify industry trends and customer needs.
- Observing consumers behaviors and organize as reports
- Interviewed 80 customers for their preferences, analyzed the finding in reports with formal salers
- Gathered data on competitors' pricing, products, and promotional activities.
Education
Bachelor of Science - Mathematical Science and Economic
University of Michigan
Bachelor of Science in Economics -
The Pennsylvania State University
High School Diploma -
Wilbraham & Monson Academy High School
Boston, MA06.2020
Skills
- Critical Thinking
- Planning
- Cultural Awareness
- Proficient in basic Excel functionalities
- Experienced in C programming with the ability to complete independent projects
- Strong interpersonal skills with adaptability to diverse personalities
Activities
- Spark Online Teaching program, GuangDong, Shenzhen, CN, Editor, 09/2016, 06/2021, Responsible for preparing teaching aids, Designed PPT slides
- Volunteer in BaoFei Primary School, Rural Area in Chengdu, CN, Leader, 06/2018, 08/2018, Manage the team member to teach different courses, Ran a flea market booth to raise funds for the school
Accomplishments
- Dedicated eight years to studying ballet from primary to high school. Honored with an invitation to perform at the "40th Anniversary of China-Australia Diplomatic Relations" at the prestigious Vienna Golden Hall.
- Achieved 1st place in Shenzhen City's Creative Painting competition during primary school.
Timeline
Securities Trader Intern
Huachuang Securities Co.,Ltd
05.2024 - 08.2024
Summer Internship at CITIC Securities
Ningxia Xinhua branch
07.2023 - 08.2023
Investment Consultant Assistant
Ping An Bank of China
06.2021 - 07.2021
Sales Person
Company of Huawei
06.2017 - 08.2017
Bachelor of Science - Mathematical Science and Economic
University of Michigan
Bachelor of Science in Economics -
The Pennsylvania State University
High School Diploma -
Wilbraham & Monson Academy High School
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