
Xiao Lu
Accounting Intern

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About me
MSF Candidate(MS Finance, Financial Analytics track)
Education

Bentley University
2020 - 2021Master of Science - MS
University of Massachusetts Boston
2017 - 2020
Experience

Zhongshengjiahe Investment Management Co., Ltd
Jan 2019 - Jan 2019Accounting Intern• Assisted the project team in performing due diligence by conducting on-site investigation, researching company backgrounds, checking fixed assets such as factory and equipment• Reviewed and evaluated intangible assets and the profitability of the target company faithfully and comprehensively• Conducted a comprehensive financial analysis of the given company by analyzing its income statements, balance sheets, and cash flows

Citi Orient Securities Co., Ltd.
Jul 2019 - Aug 2019Investment Banking Intern• Financial Analysis: analyzed project company’s balance sheets, income statements, and cash flows with detailed attention to data abnormalities • Report Writing: independently created prospectus and semi-annual reports based on company background research and financial investigations• Communication: coordinated effectively with multiple parties, including project companies and industry associations to monitor real-time price changes

Hengtai Changcai Securities Co., Ltd.
Apr 2023 - nowSenior Manager
Licenses & Certifications
- View certificate

Social and Behavioral Research
CITI ProgramOct 2021 
Bloomberg Certificate
Bloomberg LPSept 2019
Volunteer Experience
Organ donor
Issued by Organ Donation on Dec 2016
Associated with Xiao Lu
Languages
- enEnglish
- chChinese
- koKorean
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