Zhiyuan Lu
01.About Me
I studied economics at UW–Madison, but I keep getting pulled toward the tech side of things. From building internal business systems to analyzing options mispricing, I'm drawn to the intersection where financial thinking meets real engineering.
"The best trades happen where economics meets engineering."
GPA
Dean's List
Languages
Focus
02.Education
B.A. in Economics
University of Wisconsin–Madison (UW–Madison)
Relevant Coursework: Intermediate Microeconomic Theory; Intermediate Macroeconomic Theory; Statistics: Measurement in Economics; Chinese Economy; International Trade; Economics of Growth
Economics (Coursework; Transferred to UW–Madison)
The Pennsylvania State University (Penn State)
GPA: 3.98/4.00 | Dean's List (Every Semester). Relevant Coursework: Corporate Finance; Financial Modeling; Investment Portfolio Analysis; Money and Banking; Financial & Managerial Accounting; Mathematics of Money; Management Information Systems; Supply Chain Management
03.Experience
Marketing Intern, Investor Roadshow & Client Analytics
Huidu Asset Management
- ▹Supported 2 roadshows for institutional and high-net-worth clients by producing deck pages and charts; coordinated internal reviews and maintained version control for recurring materials.
- ▹Conducted portfolio look-through analysis (including FoF) using a proprietary quant platform; mapped weights to broad-market benchmarks and sector allocations; analyzed factor/style tilts, concentration, key holdings, and drawdown contribution.
- ▹Delivered a client-facing PDF report and walked clients through key findings; translated analytics into actionable talking points for client communication.
- ▹Assisted roadshow execution (agenda planning, meeting notes, Q&A follow-ups) and consolidated materials into reusable internal documentation.
Business Systems Developer
LZY Fashion (Foreign Trade)
- ▹Solely designed, built, deployed, and maintained two internal web systems to replace Excel-based workflows; reduced quotation cycle time from ~30 minutes to under 10 minutes and reduced manual input errors for ~10 internal users.
- ▹Introduced validation, role-based access control (RBAC), and audit logging to improve traceability; enabled multi-device access and eliminated spreadsheet synchronization issues.
- ▹Built an order management system with authentication, shipment tracking, and summary views to improve operational transparency (avg. ~10 orders/month).
- ▹Owned production operations end-to-end (server maintenance, domain configuration, and ICP filing/compliance in China), and supported ongoing maintenance while studying full-time in the U.S.
Community Operations Lead
Web3 Community (Telegram)
- ▹Operated and moderated a Web3 Telegram community (~200 active members); planned engagement activities, coordinated onboarding and announcements, and enforced community guidelines.
04.Projects
OptionLab
An options analytics platform that flags potentially mispriced contracts by comparing theoretical values vs market prices. Features hybrid pricing engine (Black-Scholes + CRR binomial tree), full Greeks, IV analytics with 3D volatility surface, and options-chain filtering.
Personal Investment Portfolio
Self-directed multi-asset portfolio across China mutual funds, U.S. equities, digital assets, and digital collectibles. Growth-oriented, thesis-driven approach with ~20% annualized return and ~15% max drawdown.
05.Skills
# Programming
# Analytics / Finance
# Tools
# Languages
Contact
Let's Connect