Alan Li Email & Phone Number

Castro Valley, CA, US

San Francisco Bay Area

• Led a team of 2 analysts through major projects which included research coverage for over 18 expansion metros and performed market due diligence reports for over 43 potential apartment acquisition deals.
• Performed geospatial analysis on demographic shifts, migration trends, and office attendance metrics to shift focus away from general office towards medical office.

San Francisco Bay Area

• Built informative metric models and ad hoc reports to provide strategic guidance for internal investment affiliates seeking to understand the current market dynamics.
• Derive actionable insights by analyzing commercial real estate data, demographics, and macro-economic indicators to help drive investment decisions.
• Optimize linear regression models using Excel and Python to forecast future market performance, housing demand, and assess construction pipelines to assist the acquisition team in proper valuations and underwriting.
• Collaborate with internal investment teams to understand current market challenges, assess risk factors, and analyze economic events that will impact the various types of sectors (e.g., multifamily, office, retail, etc.)

San Francisco, California, United States

• Explore real estate data to analyze historical trends, uncover hidden patterns and/or anomalies to derive actionable insights.
• Construct data driven analytical reports that will assist investment affiliates deploy over $400+ million in equity capital across target markets each year.
• Worked with investment affiliates to understand business challenges and supported their needs with customized reports to gauge renter demand of target micropolitan statistical areas (MSAs).

San Francisco Bay Area

• Analyzed index fund data for benchmarking and coordinated with new analysts to help them reduce over 25% occurrences of imbalanced asset portfolios that down streamed to our AUM team.
• Researched portfolio market movements, Assets Under Management (AUM), flow data, and fund attributes to align estimated returns against similar asset benchmarks.
• Measured performance of more than $2 Trillion of AUM for San Francisco regional portfolios consisting of collective investment trusts, separate accounts, iShares ETF funds, and pension funds (i.e., CalPERS).
• Construct AUM Metric Reports to provide in-depth analysis and insight into business performance.

Alameda, CA

• Created a python script that looped and parsed through expenditure requests to categorize new entries into their accounts payable database which had saved 2 business days during each month end period.
• Audited expense reports to help the organization thousands of dollars by identifying discrepancies within mislabeled expenditure classifications.

• Compiled data for ETF related class models, maintained KPI reports and communicated results to management.
• Assisted FP&A team in ad-hoc reporting and automated manual procedures to save over 16 hours during each month end reconciliation process.

• Prepare an Estimation of Value (EOV) reports for portfolios consisting of Multi-family and Retail properties.
• Constructed a private placement memorandum (PPM) for a $4.35M investment offer to market towards new investors

La Jolla, CA

• Performed back-testing trials using technical analysis to discover viable trends and patterns for momentum trading.
• Conducted historical data research on various ETFs and streamlined the updating process of the portfolio weighting model.

San Diego, CA