lu hou
portfolio analyst - investment grade credit
About
Skilled financial professional with extensive knowledge and analytical skills in fixed income securities as well as equities; rich experiences with financial modeling and quantitative analysis; direct client services experience; CFA charter holder Specialties: + Fixed income securities and analytics + Performance attribution and cash flow testing + Portfolio management + Equity investment + Financial analysis and modeling + Commercial mortgage metrics and credit risk measurements + Excel, VBA, R, SAS, Matlab, C++, Oracle, Access + Working under pressure and multi-tasking
united states
santa monica
financial services
fixed income, derivatives, portfolio management, quantitative analytics, financial modeling, vba, sas, valuation, financial markets, credit risk, statistical modeling, investments, financial analysis, equities, finance, analytics
Experience
portfolio analyst - investment grade credit
western asset management
senior portfolio analyst | quantitative research
interactive data
specialist
moody's analytics
* Provided expertise to commercial mortgage metrics and a series of credit risk products * researched and delivered post-sales support in response to clients' analytical and software challenges * team-worked with multiple groups and contributed to new product development
quantitative research and development analyst
union bank
* Researched and built time series models for a line of bank products with SAS and Excel/VBA * conducted scenario analysis and calculated durations under different interest rate scenarios * contributed to the bank's balance sheet management
product analyst - credit
western asset management
senior fixed income portfolio analyst
interactive data
* Processed fixed income portfolios, conducted performance attribution, cash flow testing, simulation and other portfolio analysis * worked with portfolio managers and consultants to resolve analytics and data challenges * assisted sales with product demo and presentation * led ad hoc internal research projects
Education
ucla anderson school of management
Activities and Societies: Forte Fellow (Forte Foundation); Anderson Student Asset Management (ASAM)
university of southern california
finance
Main courses: stochastic calculus for finance; financial informatics and simulation; investment analysis and portfolio management; applied finance in fixed income securities; economics of financial markets Activities and Societies: VP, Math Finance Association
beijing university of technology
management
Main courses: management information systems; database technologies and applications; C; VB; marco- & micro-economics; financial management; equity investment theory Activities and Societies: Literature and Art Association
university of cincinnati
mathematics
Main courses: advanced calculus; numerical analysis; applied probability stochastic processes; statistical inference; applied regression analysis; time series; financial modeling; finance management; data mining Activities and Societies: Chinese Student Association
lu hou's Contact Information
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