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Amy Lu
Corporate Credit/CLO Specialist
Amy Chen Lu, CFA is a seasoned fixed income professional with over 20 years of experience encompassing underwriting, structuring, trading, and risk management.
Her expertise lies in diverse financial instruments such as distressed credits, leveraged loans, high-yield (HY) and investment-grade (IG) bonds, credit derivatives, Collateralized Loan Obligations (CLOs), and non-agency Commercial Mortgage-Backed Securities (CMBS).
Amy holds a Master of Science in Economics and is a Chartered Financial Analyst (CFA), possessing Series 7 & 63 Licenses.
Her educational background includes a Bachelor of Arts and Bachelor of Science in English, International Business & Economics from Nanjing University, and a Master of Science in International Business and Finance from Stockholm School of Economics.
Having held key positions in renowned financial institutions, Amy served as the Global Head of Market Risk for Traded Credit Products at Deutsche Bank Securities.
Her previous roles include being a Securitized Products Trader at Barclays, a Leveraged Loan and CLO Portfolio Manager at Societe Generale Corporate and Investment Banking, a Senior Credit Analyst at Wells Fargo, a Corporate Credit and CLO Portfolio Manager at HSH Nordbank, and a Corporate Credit Analyst at Commerzbank AG.
