Lu Y.
Investment Analyst
- Role
- Fundamental Equity Analyst at Charles Schwab
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lu Y.
Lu Ye has been working as a fundamental equity analyst at Schwab Asset Management (SAM)…
Experience
Fundamental Equity Analyst
Jun 2022 — Present · Boston, MA, US
Managed coverage consisting of ~15 companies for large-cap growth, core and dividend funds; coverage universe spanning large cap internet, software/cybersecurity, media and telecom (GOOGL, META, NFLX, CRM, DIS, OMC, CMCSA, BCE, VZ, INTU, CSCO, PANW, FTNT, EA, PAYX)• Recommended long ideas for large-cap growth (Morningstar four-star mutual fund) and core funds, conviction list resulting in annualized outperformance >20% over respective benchmark• Constructed and updated three-statement financial models and top-down industry forecasts for covered companies• Interacted regularly with company’s management and sell-side analysts, evaluating catalysts and refining operating assumptions; led interviews with ad executives, IT procurement decision-makers and ex-employees for primary research purpose• Advised investment team on China\'s economic matters including consumption patterns, policy pivots and export controls
Education
Columbia Business School
Master of Business Administration - MBA
2018 — 2020
Fordham Gabelli School of Business
Master’s Degree
2010 — 2012
Southwest University of Science and Technology
Bachelor's degree
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