Yujian Luo

Experience

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  Zhong Lin International Group

  May 2011 - Aug 2011

  Project Assistant

  Assistant with Powerpoint presetation and preparation work.Research on the difference about green energy subsidiary policy between China and U.S.Checking bill and transaction record

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  Northeastern University

  Sept 2011 - Apr 2012

  Proctor

  • Ensure that every person that checks in is qualified to enter the building • Sign in guests with proper ID and report any suspected people or item

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  AIG

  Jul 2012 - Dec 2012

  Claim Assistant

  • Generated 70+ Acknowledgement Letters for insureds, agencies and brokers • Answered phone for agencies and brokers inquiring updated information on the claims• Set up 40+ new loss for MPL, A & E and EPL (Miscellaneous Professional Liability, Architects and Engineers Professional Liability and Employment Practices Liability) • Insured all invoice billings, payment transactions and legal documents fulfill requirement and ready to close file• Approved 200+ invoice billings for commercial property unit per day Show less

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  State Street Global Advisors

  Jun 2013 - Dec 2013

  Financial Analyst

  • Launched two lean projects and forecasted 600K budget saving per year after two years implementation• Developed 20+ tables, 25+ forms, 2 reports, 6 queries and 40+ macros in Access Database GUI (Graphical User Interface) for both projects • Created 5 SharePoint Lists that linked to Access Database for lean project while maintain 10+ other documents on SharePoint • Used Linux command to run 5+ performance test & provided feedback analysis to developers per day• Utilized various lean tools to analysis lean problems (etc, Six Sigma, VSM, 3As, 5 Whys) Show less

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  Guangzhou Finance Holding Group Co

  Mar 2015 - Jul 2015

  Venture Capital Associate

  •Performed trend analysis, forecasting ROI, risk assessment, industry analysis for 4 venture capital projects •Checked the operating management for an energy saving firm valued at 60 million •Built financial forecasting model, legitimate preparation for a 50 million real estate investment project•Confirmed IPO process and participated in pre-IPO meeting for an pharmaceutical firm valued at 250 million •Checked legal presence, visited local production factory, tracked equity structure for an equipment manufacturing firm valued at 45 M Show less

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  Johns Hopkins Carey Business School

  Oct 2015 - May 2016

  Teaching Assistant

  • Provided teachings and assistance to undergraduate & graduate students for Investment and Corporate Finance class (Two courses)• Conducted teaching activities in the guidance of instructor, includes holding TA office hours, tutoring/mentoring students, and hosting final review sessions.• Performed as the key TA to examinate, review and provide feedback to the final exam for both Investment class and Corporate Finance class.

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  Yuexiu Real Estate Investment Trust

  Aug 2016 - now

  Investment Analyst
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  E Fund Management Co.,LTD.

  Jul 2019 - now

  Director