Henry Lo is a skilled expert, who works in Fidelity Investments main office of which is in 499. as a Performance Analyst from 2012. This expert gained professional experience in more than nine positions at various companies. Henry Lo went to the Bentley University and got education there from 2005 to 2011. Boston, Massachusetts is the city, where the professional was lastly known to settle. Their email address and phone number can be easily accessed through Connexy by request.
Name variants:
Harry Lo,
Hank Lo,
Hal Lo
Contact Information
Workplace
Colleagues
Work History
Performance Analyst
Boston, MA
• Responsible for completing reports used by Portfolio Managers and various business partners.
• Received live and online training in areas such as trading, equities valuation, and fixed inc...
from Mar 2012
Variable Fund & Annuity Analyst (Consultant)
Boston, MA
• Attended meetings with external Portfolio Managers on Fund performance updates.
• Worked with legal team to ensure accuracy of data in review update of annual prospectuses.
• Served as a p...
Feb 2012 — Mar 2012
Financial Analyst (Consultant)
Burlington, MA
• Performed ad-hoc weekly and monthly closing audits & reports, in conjunction with senior associates, external vendors, and clients.
• Proposed the implementation of firm-wide FX hedgin...
Nov 2011 — Jan 2012
Investment Banking Analyst Intern
Waltham, MA
• Integrally participated in the analysis of transactions in various industries including energy, financials, and real estate, in order to support the Equity Metrics team.
• Researched and c...
May 2011 — Aug 2011
Investment Banking Analyst - Summer Intern
Waltham, MA
May 2011 — Aug 2011
Investment Analyst - Economics Team
Waltham, MA
• Researched and analyzed economic developments and equities using various financial research software such as Bloomberg & Capital IQ, and coordinated with Industry Groups to model effec...
Sep 2009 — May 2011
President
Waltham, MA
• Collaborated with NAAAP Boston professionals to foster professional development, and create networking and employment opportunities for students.
• Promoted career advancement and leaders...
Sep 2007 — May 2008
Education
2005 — 2011
Occupations
Analyst
Managers
Accountant
Finance and Accounting Specialist
Counselor
Analysts
Accounting Bookkeeper
Bookkeeper
Advisor
FAQs about Henry Lo
What is the profession of Henry Lo?
This professional's job is Performance Analyst
What jobs is Henry a professional at?
Henry Lo is proficient at Analyst jobs.
Where is Henry Lo located?
Henry Lo is currently located in Boston, Massachusetts.
How many companies did Henry Lo work at?
Henry Lo worked at nine jobs.
What education does Henry Lo have?
Henry studied at the Bentley University from 2005 to 2011.
Are there any awards Henry Lo ever received?
Henry Lo received awards and these awards are: Bentley University Hartnett Family Business Plan Award, Spring 2011 Bentley University President's Scholarship.
What is the industry that Henry Lo worked in?
This person works in Financial Services industry.