Ben Li Email & Phone Number

Supporting critical project finance functions, including:- Development of financial models - Financial modeling of solar projects and aggregated project pools - Financial analysis to support modeling and business decision-making- Underwriting of project offtakers and hosts- Coordination between project development and investor development - Improvement of internal systems and processes- Coordination of Federal, state, and local policy initiatives and financing opportunities

Boston, Massachusetts, United States

Spearheaded creation and development of the Portfolio Management team in collaboration with Fund Operations, leading the inaugural analyst team to build new processes and procedures for portfolio reporting, engagement, and outreach. Managed a team of 3 student analysts to cover 6 portfolio companies along a range of verticals, planning and leading communications with investor relations professionals. Led management of a $100k+ portfolio of debt and convertible debt to impactful Boston-based startups. Directed drafting and revision of the first semesterly Portfolio Review Memorandums.

Palo Alto, California, United States

Conducted due diligence and supported the underwriting of $25M-200M senior secured venture growth loans to VC-backed growth and late stage technology and software companies. Facilitated portfolio management, monitoring, and reporting of portfolio company financial statements. Screened prospective investments for financial stability and creditworthiness through financial modeling and metrics analysis of ARR-based loans and credit facilities. Wrote and supported diligence memorandums, including market, product, and competitive research. Supported diligence on large sponsored deals, including syndicated loans financing major leveraged buyouts of technology companies. Supported the Sustainable and Renewable team by screening prospective investments in sustainability-focused software and hardware startups.

Led fund development and stakeholder engagement efforts for NUImpact's student-run, student-led impact investing fund. Led drafting, development, and presentation of donor-facing fund materials and the fund prospectus. Led fund development outreach and pitched NUImpact on prospective donor calls. Led and managed relationships with fund donors and the fund’s strategic advisory committee; led coordination of long-term fund planning.

As a senior analyst on the Energy & Environment team, led a team of 5 analysts through a 5-month prospecting, sourcing, due diligence, and pitch process. Sourced, led primary diligence, and developed materials for a pitch of a community-focused renewable energy and sustainable finance fintech startup considered for a $25k investment. (Pitched company has raised $3.5M+ in seed VC funding as of 2023).

Greater Boston Area

As a junior analyst on the Community & Economic Development team, conducted outreach, research, and diligence leading to a $25k debt investment in a locally-founded, community-oriented and black-woman owned boutique fitness studio. As a junior analyst on the Energy & Environment team, sourced and conducted primary diligence on a battery-recycling focused industrial filtration startup pitched and considered for a $25k prospective investment. (Pitched company has raised $3M+ in pre-seed VC funding as of 2023).

Waltham, Massachusetts, United States

Co-op with the Mergers & Acquisitions Insights team, a service line within the Firm’s larger Strategy & Corporate Finance practice. Conducting research to strengthen knowledge and capability building throughout the M&A lifecycle across industries and regions. Responding to and managing knowledge requests and projects, playing an integral role in developing, maintaining, cataloging, and distributing best-in-class materials and insights to drive knowledge leadership in mergers & acquisitions, joint ventures & alliances, separations & IPOs, and M&A strategy & due diligence. Collaborating closely with regional and industry experts to develop the Firm’s M&A advisory pipeline and monitoring global engagement with large deals. Exploring topics related to M&A within electric power, renewable energy and cleantech.

Montclair, New Jersey

Worked in coordination with head graphic designers and project managers to create print and digital media. Performed website and digital sales maintenance, facilitating inventory management and backend functionality. Created media in various forms, including print advertisement, webpage visuals, branding and logo design, and miscellaneous forms of marketing media.

Bachelor Of Science In Business Administation - Finance, Finance, General, Cum Laude

Activities and Societies: NUImpact Investing Initiative, Delta Sigma Pi professional fraternity, Canopy, Mosaic, Honors Program.

Graphic Design

Activities and Societies: Jazz Band, Key Club, National Honors Society, National Technical Honors Society, Peer Leadership Design Academy.

Dual Enrollment

Dual Enrollment Student, 26 Credits Completed