Yulu Xiao

Yulu Xiao

Management Trainee in Asset Management - Alternative Investment @ Fosun Wealth Holdings

About

I am currently a full-time master student at The University of Hong Kong, majored in Global Management. Harnessing the skills of financial analysis, business consulting, and programming, I have explored consulting and investment banking industry. Beyond my academic and professional endeavors, I thrive on entrepreneurship and founded a company in food & beverage technology industry.

Country

Hong Kong SAR

City

Hong Kong

Industry

Management Consulting

Skill

Stata, R 语言, Python, 财务分析, 投资咨询服务, 会计

Experience

Fosun Wealth Holdings

Management Trainee in Asset Management - Alternative Investment

Fosun Wealth Holdings

LinkedIn
2025-8 - Present · 1 yr 2 mos

香港特别行政区 香港

Private Equity, Product Establishment

Fosun Wealth Holdings

Intern of Asset Management

Fosun Wealth Holdings

LinkedIn
2025-6 - 2025-7 · 2 mos

香港特别行政区 香港

KPMG China

Intern of Deals Advisory Department

KPMG China

LinkedIn
2023-7 - 2023-12 · 6 mos

中国 广东省 广州

• Developed a data scoring model by using R; analyzed 4 economic and health indicators across 31 provinces; aided a leading U.S. pharmaceutical brand to entry into the Chinese market

Scienzi Technologies

Founder

Scienzi Technologies

LinkedIn
2020-6 - 2023-6 · 3 yrs 1 mo

中国 上海市

• Founded Xiaoci brand to provide Rosa roxburghii extract and sparkling juice; organised a core team of 8 people; supervised product packaging design and canning, the yield has reached 180 tons • Signed promotion contracts with 12 KOLs; placed advertisements in 30+ subway stations in Shanghai for 2 months, covering more than 10 million people; established Xiaoci WeChat mall and internal mall, and deployed offline channels, the order has reached 15,000 • Performed the financial forecast for the next five years; connected with professional investors and obtained the investment intention of 3 million RMB

CICC

Intern of Investment Banking Department

CICC

LinkedIn
2022-9 - 2022-12 · 4 mos

中国 广东省 深圳

• Participated in an IPO project for a commercial satellite enterprise • Conducted listing feasibility analysis and designed capital operation scheme, and provided the main factors for the selection of private equity investors

Shenzhen Capital Group Co., Ltd

Intern of Accounting & Finance Department

Shenzhen Capital Group Co., Ltd

LinkedIn
2022-6 - 2022-8 · 3 mos

中国 广东省 深圳

Haitong Securities

Intern of Bond Financing Departement

Haitong Securities

LinkedIn
2021-11 - 2022-3 · 5 mos

中国 湖北省 武汉

• Evaluated the issuer’s debt paying ability; rated the issuers in internal system from the perspective of external environment, diversification of business structure, industry position and bank credit

Education

The University of Hong Kong

The University of Hong Kong

LinkedIn

Global Management

2024-9 - 2025-12 · 1 yr 4 mos

Merit-based Scholarship

CUHK Business School

CUHK Business School

LinkedIn
2019-9 - 2023-7 · 3 yrs 11 mos
The Chinese University of Hong Kong, Shenzhen 香港中文大学(深圳)

The Chinese University of Hong Kong, Shenzhen 香港中文大学(深圳)

LinkedIn

Professional Accountancy & Marketing

2019-9 - 2023-7 · 3 yrs 11 mos

Entrance Scholarship

Yulu Xiao's Contact Information

Email

******@***.com

Phone

(**) *** ****

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