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Jiachen(Alvis) Lu
Trading Department Intern

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About me
Associate Investment & Planning Director, Revenue Management
Education

Shanghai University of Finance and Economics
2013 - 2017Bachelor of Economics Taxation 3.58/4.0Activities and Societies: Media Director of Student Union of SUFE People scholarship-Outstanding Student Leader
Experience

FXCM
Feb 2015 - Feb 2015Trading Department Intern1. Wrote the daily report based on the fundamental analysis and technical analysis.2. Finished more than 10 paper tradings every day with a sustaintial gains.

Baosteel Group Co.
May 2015 - Aug 2015Corporate Finance Department Intern1. Worked in the team of a new product: Baorongtong, input the information of the new clients, checked the records of the clients’ credit to make sure whether the loan can be withdrawn.2. Assisted risk management department and financial department with information, dealt with the discounting business with the senior staff such as check the number of the notes and arrange the invoices.

Ipsos
Aug 2015 - Oct 2015Business Consulting Intern1.Researched and forecasted the Chinese catering industry before IPO, including the PRC’s overall catering industry research, current development in six cities. Research methods included public data collection, cold calls and field survey.2. Assisted other projects, research scope including the gneiss trade industry and garden machinery industry.

Ivory Capital
Nov 2015 - Dec 2015Investment Bank Department Intern1. Helped to analyze the external environment and the advantages of the client compared with the competitors, finally completed a business plan project about a harbor which consisted of three businesses: transportation, steel trade and highway port.2. Assisted in a project designed to figure out four suggestions to recover the fund invested in a real estate development project based on the offer of Vanke and the business situation of the land.3. Supported in some projects including helping clients rasing fund in animation industry and the English language education industry. Show less

PwC
Jan 2016 - Feb 2016Financial Service Audit Intern1. Checked whether the client’s financial report met the requirements of CAS for China mainboard in Chinese and IFRS for Hongkong mainboard in English, and matched the notes to the standard requirement.2. Helped to finish the distribution report with respect to the subsidiaries and overseas branches-responsible for selecting financial data from the working paper and balancing the related accounts based on the adjusting entries.3. Assisted in investigating the internal controls of the client; checked the related departments for the risk management regulations and the internal audit report; reviewed reports and took notes for further reference. Show less

Deloitte China
Feb 2016 - Mar 2016Indirect Tax Intern1. Assisted in tax review for the audit colleagues. Work task including preparing question lists on the basis of the working paper. 2. Completed the research and analysis on the Non-trade FX payment and VAT according to clients' requirement. 3. Checked and updated the tax rate of tariff.

Ferrero
Mar 2016 - Jun 2016Sales Intern1. Updated the daily reginal sales performance meanwhile comparing it with the sales target.2. Made weekly inventory report based on the supply chain department information and highlighted unsalable goods.3. Updated the monthly sales results in the database and ranked regional sales performance.

Budweiser Brewing Company APAC
Jul 2016 - Aug 2016GMT Summer Intern1. Gave a presentation on proposal of replacing tradtion invoice with electronic invoice system to the APAC President. This project has been accepted and it will be carried out in September, 2016.2. Participated in POCM Project- including collecting and analyzing the counting results in Q2, proposing to use a new classification of POCM.This new classification is currently adopted into guidebooks and sent to the first-line staff. 3. Wrote a report regarding to warehouse situation after site visit in Shanghai and communicating with regional finance manager and warehouse manager. Wrote a report regarding to Shanghai warehouse situation. The report is based on the communication with regional finance manager and warehouse manager. Show less

Budweiser Brewing Company APAC
Jan 2017 - now1. Manage commercial planning target;2. Discount efficiency analysis;3. Monthly sales & profit performance analysis. Rotated in sales, supply & logistic, marketing and business service center
Associate Revenue Management Director
Apr 2022 - nowAssociate Investment & Planning Director, Revenue Management, National Planning & Performance Mgmt
Oct 2020 - Apr 2022Pricing Manager, Revenue Management, National Planning & Performance Management
Jul 2019 - Sept 2020Pricing Specialist, Revenue Management, National Planning & Performance Management
Jul 2018 - Jun 2019National Key Account Planning & Performance Management Specialist
Feb 2018 - Jun 2018Global Management Trainee
Jan 2017 - Jun 2018
Licenses & Certifications
- View certificate

Financial Risk Manager (FRM®)
GARP FRM ProgramJul 2017 - View certificate

Level II of the CFA Program Passed
CFA InstituteAug 2018
Languages
- 中文中文
- 英语英语
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