Dan Li Email & Phone Number

中国 北京市 西城区

1) Led coverage of the whole Consumer sector (home appliance, retail, clothing and textile, hotel and travel), evaluated market dynamics, regulatory changes, emerging trends, consistently, provided valuable investment recommendations to a diverse client base, including Mutual Founds, Private Equity Founds, Insurance Capital.2. Participated in high-profile investor conferences and roadshows to promote the firm's research and engage with key stakeholders in the financial industry, to influence their investment decision. 2) Achieved a track record of outperforming market benchmarks, with recommendations resulting in significant portfolio gains for clients.3) Regularly published and presented research reports, earnings previews, and updates on key companies within the sector.4) Actively managed and expanded client relationships. Collaborated closely with the sales and trading teams to develop tailored investment strategies, providing timely updates and recommendations to clients.5) Mentored junior analysts, contributing to their professional development and improving overall team performance.6) Developed and maintained financial models, including discounted cash flow (DCF), comparable company analysis (comps), and precedent transaction analysis, to support investment thesis and target price assessments.

中国 北京市 朝阳区

1. Conducted comprehensive market research, competitive analysis, and consumer insights to inform strategic recommendations.2. Developed and managed marketing plans, budgets, and project timelines, ensuring successful project execution.3. Advised clients on brand development, positioning, and messaging to enhance their market presence.4. Provide strategic insights and recommendations based on in-depth data analysis, market research, and industry best practices.5. Led client workshops and training sessions, fostering marketing knowledge and best practices.6. Conducted cross-border market research and competitor analysis, providing actionable insights for global market entry.7. Created and delivered compelling client presentations, effectively communicating complex concepts and recommendations.8. Develop and maintain strong client relationships, serving as the primary point of contact and ensuring client satisfaction.9. Led a team of event planners in delivering large and complex events, maintaining a reputation for precision and excellence. Managed budgets, vendor relationships, and event schedules to meet or exceed client expectations. Coordinated with renowned speakers, panelists, and entertainers to enhance event programs.10. Produced compelling event marketing materials and promotional campaigns, resulting in increased attendance and engagement.

Master'S Degree, Admis

Master'S Degree, Marketing