Sign In

Helen Lu

VP Institutional Equity Sales at Citi - Chartered Financial Analyst (CFA)

Helen Lu, CFA is a Vice President of Institutional Equity Sales at Citi, based in the Toronto, Canada area.1 She has been in this role since June 2015.1 Helen has a diverse background in the financial services industry, with experience in investment banking, structured product sales, and investment research.1

Career Highlights

  • Current Role: VP Institutional Equity Sales at Citi (June 2015 - Present)1
  • Previous Experience:
    • Investment Research Intern at CPP Investment Board
    • Investment Banking Summer Analyst and Analyst at Scotiabank
    • Structured Product Sales at Deutsche Bank1

Education and Certifications

  • Graduated from the University of Waterloo (2010 - 2015)1
  • Obtained an MBA from the University of Toronto - Rotman School of Management (2020 - 2023)1
  • Holds the Chartered Financial Analyst (CFA) designation, obtained in October 20181

Skills and Expertise

Helen is skilled in analytical skills, sales & trading, and has demonstrated experience in the financial services industry.1 She is proficient in English (native or bilingual) and Chinese (full professional proficiency).1

Highlights

Jul 24 · morganstanley.com
Morgan Stanley Capital Partners
Jun 24 · vlerick.com
Helen Lu joins Vlerick as Professor of Accounting and AI
Investment Professionals - Morgan Stanley

Related Questions

What are Helen Lu's key achievements at Citi?
How did Helen Lu transition from investment banking to equity sales?
What specific industries does Helen Lu focus on in her role at Citi?
How has Helen Lu's experience at Deutsche Bank influenced her career?
What are some notable projects Helen Lu has worked on at Citi?
Helen Lu
Helen Lu, photo 1
Helen Lu, photo 2
Add to my network

Location

Toronto, Ontario, Canada