Amy Chen Lu, Cfa
About Amy Chen Lu, Cfa
Amy Chen Lu, CFA, is the Global Head of Market Risk for Traded Credit at Jefferies, with over 20 years of experience in credit and risk management.
Title
Amy Chen Lu serves as the Global Head of Market Risk for Traded Credit at Jefferies. Since 2021, she has been responsible for overseeing market risk in traded credit within Greater New York City Area.
Professional Experience at Deutsche Bank Securities
Amy Chen Lu previously worked at Deutsche Bank Securities, where she held the position of Global Head of Market Risk for Traded Credit Products from 2015 to 2021. During her 6-year tenure, she managed risks associated with traded credit products, adding significant value within the Greater New York City Area.
Background in Securitized Products Trading and Portfolio Management
Amy's extensive experience includes roles at Barclays as Securitized Products Trader (2013-2015), Societe Generale Corporate and Investment Banking as Leveraged Loan and CLO Portfolio Manager/Trader (2009-2013), and Wells Fargo as Senior Credit Analyst (2008-2009). Additionally, she managed corporate credit and CLO portfolios at HSH Nordbank (2003-2008) and served as Corporate Credit Analyst at Commerzbank AG (2000-2003).
Education and Expertise
Amy Chen Lu earned a Master of Science degree in International Business and Finance from the Stockholm School of Economics. She also holds Series 7 and Series 63 licenses, underscoring her proficiency in securities trading and financial regulations. Her academic background reinforces her expertise in economics, underwriting, structuring, trading, and managing portfolios and risks.
Industry Experience
With over 20 years of experience, Amy has built a strong foundation in underwriting, structuring, trading, and managing portfolios for distressed credits, leveraged loans, high yield and investment grade bonds, credit derivatives, CLOs, and non-agency CMBS. She manages market risk for diverse trading desks, including investment grade, high yield, index, electronic trading, par loan, distressed trading desks, and leveraged credit capital markets.