Hongwu Lu
9414 Packard Way, Burke, VA 22015 • (703) 870-0649 • hl3vu@virginia.edu
Education
Relevant
Experience
University of Virginia, Charlottesville, VA
BA in Economics, BA in Financial Mathematics
Dean’s List: Fall 2012
Level I designation of the CFA
2012 - 2014
Cumulative GPA: 3.5
James Madison University, Harrisonburg, VA
Dean’s List: Fall 2010, Spring and Fall 2011
2010 - 2012
Cumulative GPA: 3.5
TIAA-CREF, Charlottesville & Fairfax, VA
August 2013 – August 2014
Wealth Management Intern

Generated client presentation materials for financial advisors by using internal databases, Microsoft Office and
online resources.

Developed Excel models to calculate the expense ratio, portfolio values, and other financial indices.

Conducted portfolio analysis in relation to changes in stock prices by creating Excel models

Researched public foundations and endowments databases to identify over $5 million institutional
opportunities for wealth advisory team.
Federal Home Loan Mortgage Corporation (Freddie Mac), McLean, VA
Summer 2013
Enterprise Risk Management Intern

Planned, designed, and implemented a divisional guerilla marketing campaign which has increased the usage
of the recognition programs by 300%.

Prepared financial analysis by utilizing Excel models to calculate exposure rate for senior financial analysts.

Assessed the risk of customers by analyzing their net worth, credit risk and other related information.
Tianjin Dingtian International Auction Co. Ltd., Tianjin, China
Summer 2011
Market Analyst Intern

Communicated with clients about auction process and policy and looked for potential clients through
networking events and presentations.

Evaluated the price of art pieces and antiques by conducting online research.

Conducted market research to observe trends in different categories of arts and antiques.
Activities
University of Virginia Economics Club, Charlottesville, VA
January 2013– May 2014
Member

Organized and coordinated presentation events including professor speeches and follow-up discussions.

Led weekly tutoring sessions for introductory Macro/Micro Economics for undergraduate students.
Pi Mu Epsilon (National Honorary Mathematics Society), JMU, Harrisonburg, VA
January – May 2012
Member

Tutored Calculus for approximately 20 freshman and sophomore students during weekly tutoring sessions.

Coordinated and promoted activities and events through class visits and distributions of fliers.
Personal Investment (Five years’ experience of stock trading)
October 2008 – Present
Stock Investor

Analyze market data and research stocks for 15 to 20 hours per week.

Gain solid understandings of various types of investments including equity, fixed income, and derivatives.
Volunteer
Experience
Habitat for Humanity of Greater Charlottesville, Charlottesville, VA
October 2013– April 2014
Volunteer

Engaged in home constructions for low-income families with community volunteers for 3 hours per week.
Skills
Language
Fluent English, Fluent Chinese.
Technical
Proficient in Microsoft Office suite (Word, Excel, Access, and PowerPoint) and SharePoint.
Proficient in Stata, SPSS, R, and Matlab.