Zhengjun (Eric) Lu

Experience

• 

  Everbright Securities

  Jun 2022 - Jul 2022

  Summer Analyst

  • Screened and shortlisted 15+ main competitors in the autopilot industry, reviewed companies’ upstream and downstream relationships and future prospects, and drafted a 17-page research report on this.• Supported in building the DCF valuation model from zero, alongside with financial statements and trading comparable analysis based on 5-year financial forecast to land company on valuation.

• 

  Changjiang Securities Co., Ltd

  Aug 2024 - Sept 2024

  Summer Analyst

  • Assisted the sales team in maintaining and building external client relationships by analysing an average of 8 stocks per day using wind and drafting daily investment summaries for clients, resulting in an approximately 20% increase in the number and volume of new investments into the company.• Pitched our products to several clients based on their risk tolerance. Encouraged high-net-worth individuals to use P Trade, a quantitative trading platform, by using Excel to visualise the performance of the portfolio after using P Trade. Multiple clients gave positive feedback. Show less

• 

  Asia Investment & Banking Conference (AIBC)

  Aug 2024 - Aug 2024

  Delegate

  • Participated in various panel discussions led by business professionals, and learned about the transformation in finance and ways of navigating the frontier of finance in the Asia Pacific region.• Networked with like-minded peers and learned their perspectives in the innovation of Investment banking.

• 

  Alliance Manchester Business School

  Sept 2024 - now

  Acted as a coach for first-year accounting students-Help first year students to develop both academically and mentally.-Aiming to help first-year students to have a smooth transition from high school to universities.

  • Peer Mentor

    Sept 2024 - now

  • Coach

    Sept 2024 - now