BEc., M. Fin. / Associate
Based in Vantage’s Melbourne office and reporting to the Managing Director and Director, Business Development, Lucy is responsible for the reviewing and reporting of Vantage’s underling investments to all Chinese investors in Vantage Funds.
Lucy supports in the preparation of presentations, fact sheets, quarterly reports and newsletters in Mandarin to Chinese intermediaries and prospects as well preparing the translation of all Vantage reporting for Vantage’s Mandarin speaking clients. Lucy also assists with the ongoing communications to Chinese investors across all Vantage funds.
Prior to Vantage, Lucy worked as an investment consultant at H&T Real Estate Company and as a financial analyst in InterAsia Ltd. Lucy holds a Bachelor of Economics from Jiangxi University, Masters of Finance from the University of Melbourne and passed her Chartered Financial Analysts (CFA) Level III. Lucy is also fluent in Mandarin.