Vicky Luo

Vicky Luo

Intern

Followers of Vicky Luo702 followers
location of Vicky LuoHong Kong SAR

Connect with Vicky Luo to Send Message

Connect

Connect with Vicky Luo to Send Message

Connect
  • 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).