Leo Lu

116 MacDougal Street, New York, NY 10012| 908.240.8817 | leo.lu@stern.nyu.edu

EDUCATION
New York University, Leonard N. Stern School of Business
New York, NY
Bachelor of Science in Finance and Accounting
Expected Graduation May 2016

Academics: GPA - 3.5/4.0, SAT Math II - 800/800, SAT - 2240/2400

Honors & Awards: William J Deutsch Entrepreneurship Scholarship; IBEX Study Abroad
Scholarship; Social Impact Stipend; William P. Carey Scholarship

Coursework: Corporate Finance, Financial Statement Analysis, Financial Accounting, Regression

& Forecasting Models
The Hong Kong University of Science and Technology
Clear Water Bay, Hong Kong
International Business Exchange Program
September 2014 December 2014

PROFESSIONAL EXPERIENCE
Astor Group

New York, NY

Investment Banking Analyst Intern

December 2014 March 2015

Work directly with Managing Directors in providing M&A advisory services to wide range of
companies

Analyze comparable companies financial statements to spread key statistics, ratios, and trading
multiples to determine valuation ranges through comparable company analysis
Simultaneously handle ad-hoc tasks, including drafting and updating CIMs, marketing, and
presentation materials
Charter School Business Management
New York, NY
Finance and Accounting Intern
May 2014 August 2014

Supported nine charter schools through daily processing of payrolls, projecting financials and
organizing documents

Executed competitive analysis on eleven companies in nonprofit financial services and presented
findings to CEO
Constructed automated spreadsheets for project management and inventory control
Harbinger Ventures Group, New York, NY
New York, NY
Investment Banking Research Intern
August 2013 November 2013

Conducted sell-side research on clients industry, customer base, and potential targets using
Capital IQ and Hoovers

Performed due diligence on MS Excel database entries, sorting insurance companies based on
line of business

Established system for coordinating work on projects through initiating remote contact with
fellow interns

LEADERSHIP ROLES
Stern Social Impact Council
December 2013 - May 2014
Co-Chair on Engagement Committee, Founding Member

Published a 30-page career guide to careers in Social Impact for NYUs Wasserman Career
Service

Planned and organized clubs first annual alumni mingle event, reaching out to alumni through the
NYU alumni department and LinkedIn
Delta Phi Gamma Chapter
September 2013 - May 2014
Philanthropy Chair, Inter-fraternity Council Representative

Hosted therapy dog philanthropy event through partnership with animal organization Bideawee,
bringing seven therapy dogs onto campus to educate students on animal welfare

Collaborated with campus Greek organizations to raise over $100,000 in first annual Dance
Marathon through weekly preparation meetings and outreach to financial sponsors, forging partnerships with local
businesses

SKILLS, ACTIVITIES, & INTERESTS


Technical Skills: Financial Modeling, MS Office Suite, Bloomberg Certified in Equity Essentials,
Bloomberg Terminal, Capital IQ, Thomson Reuters Eikon

Languages: Native English and Mandarin Chinese Speaker, Conversational Proficiency in

Spanish

Entrepreneurship: Operated eBay and Craigslist electronics reselling business through

refurbishing electronics. Worked with fellow students to launch NYUPost.net, a Craigslist-style website personalized
for NYU students.

Hobbies: Music violin, guitar, bass, and piano. Action sports skateboarding, snowboarding,
breakdancing