Overview
Work History
Education
Skills
Timeline
Generic

Mingzhang Lyu

Shanghai

Overview

5
5
years of professional experience

Work History

Lead Researcher

Caitong Securities
02.2023 - Current
  • Performed research into light manufacturing and textile clothing industry, and wrote 68 research reports.
  • Conducted 404 road shows (including 60 reverse road shows) to various institutional investors and high-net-worth clients, generating over 6 million RMB in 6 months.
  • Maintained relationships with the major shareholders of 46 companies and coordinated reverse road shows for institutional investors.

Senior Associate

Huatai Securities
03.2019 - 02.2023
  • Recommended financial products to chairmen of 3 light manufacturing companies and completed orders of 750 million RMB.
  • Performed research into household appliances and light manufacturing industry, and wrote 490 research reports.
  • Conducted over 800 road shows to various institutional investors and high-net-worth clients, generating over 30 million RMB.
  • Maintained relationships with the major shareholders of 46 household appliances and light manufacturing companies and coordinated reverse road shows for institutional investors.

Education

Bachelor of Arts - Finance

Nanjing University of Finance And Economics
Nanjing
06.2018

Master of Arts - Liberal Arts And Sciences

Duke University
Durham
04.2018

Skills

  • High compliance awareness
  • Solid Interpersonal skills and keen to make friends with clients

Timeline

Lead Researcher

Caitong Securities
02.2023 - Current

Senior Associate

Huatai Securities
03.2019 - 02.2023

Bachelor of Arts - Finance

Nanjing University of Finance And Economics

Master of Arts - Liberal Arts And Sciences

Duke University

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