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Vicky Luo

Vicky Luo

Intern

Followers of Vicky Luo702 followers
location of Vicky LuoHong Kong SAR

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  • Timeline

  • About me

    Real Estate Asset Management Analyst | WashU 23 | STEM Major | Finance & Econ & Mathematics Background | Passed CFA II & FRM II

  • Education

    • Bucknell University

      2018 - 2022
      Bachelor's degree Mathematics and Economics 3.6

    • Washington University in St. Louis

      2022 - 2023
      Master's degree Master of Science in Finance-Wealth and Asset Management 3.77

  • Experience

    • IGenesiis创今元

      Jun 2019 - Jul 2019
      Intern

      Improvised the reporting process for the company and edited the mathematical functions to accelerate progress of making one report, saving 50% of time in running the report query

    • Manqian Technology Holdings Group Co.

      Jun 2020 - Oct 2020
      Investment Assistant

      Analyzed financial conditions of real estate enterprises and review the annual reports including country policies, industry reviews, trend forecasting and business strategies; assessing key financial ratios, and studying operational structures and financial risks

    • China CITIC Bank

      Dec 2020 - Feb 2021
      Equity Capital Market Intern

      IPO offering for pharmaceutical company ($500MM); Assisted strategic and financial analysis to prepare a pitchbook and material for roadshow, conducted due diligence review to ensure all documents in comply with regulations

    • China Securities Co., Ltd.

      Apr 2022 - Jun 2022
      Research Assistant

      Research on cosmetic industry trend, and assess the industry outlook from political, economic, social, and technological perspective

    • Washington University in St. Louis - Olin Business School

      Aug 2023 - Dec 2023
      Graduate Teaching Assistant : Introduction to Python & Data Science

    • Colton Alexander

      Aug 2023 - Sept 2023
      Investment Research Summer Extern

      Deal screening within ESG sector; Conducted thorough screening due diligence on potentialinvestment targets

    • H5 Data Centers

      Mar 2024 - now
      Asset Management Analyst

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Vicky Luo
      Beta Gamma Sigma Member - Oct 2023 A lifetime member of Beta Gamma Sigma (BGS). BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).