Richard Lu
About Richard Lu
Richard Lu is a Fixed Income Associate at Jefferies in New York, with a background in investment banking and research assistance.
Company
Richard Lu is currently employed at Jefferies, a prominent global investment banking firm. His role with the company spans multiple years and various positions. Jefferies is well-known for offering financial advisory, capital markets, and asset management services to clients across the globe. Richard's involvement with Jefferies has been focused primarily in the realm of fixed income, contributing to the firm's operations in New York City.
Title
Richard Lu holds the title of Fixed Income Associate at Jefferies. In this role, he is engaged in activities related to managing and analyzing fixed income investments. As an associate, Richard is likely responsible for conducting detailed analyses, preparing reports, and supporting senior management in investment decisions.
Previous Positions at Jefferies
Before becoming a Fixed Income Associate, Richard Lu served as a Fixed Income Analyst at Jefferies from 2020 to 2022. During this two-year period, he developed analytical skills pertinent to the fixed income market. Prior to that, in 2019, he worked as a Fixed Income Summer Analyst in the Greater New York City Area, gaining initial exposure to the industry.
Past Work Experience
In addition to his roles at Jefferies, Richard Lu has accumulated diverse experiences in the financial sector. He worked as an Investment Banking Spring Analyst at Landmark Ventures for two months in 2019. Furthermore, from 2018 to 2019, he was a Research Assistant at The Tuck School of Business at Dartmouth in Hanover, NH, where he supported academic research efforts.
Education and Expertise
Richard Lu earned a Bachelor of Arts degree from Dartmouth College, where he studied from 2016 to 2020. His academic background laid the foundation for his career in finance. Prior to college, he attended Skyview High School from 2012 to 2016. His educational journey has equipped him with the knowledge and skills necessary for his roles in investment banking and fixed income analysis.