Daniel L. Email & Phone Number

San Francisco, California, U.S

Investment Manager, responsible for establishing investment strategies, implementing and driving investment plans, tracking investment market sentiment, searching and researching investment opportunities, approaching clients for investment transactions, understanding trends and market movements in the investment environment, managing capital and risk control, providing professional investment advice to clients and implementing portfolio management, among other tasks. This position requires strong financial market knowledge, ability to research and evaluate new products, portfolio strategy development and execution, and excellent communication skills and facilitation skills, among other attributes.Translated with www.DeepL.com/Translator (free version)

San Francisco, California, U.S

According to the overall development strategy of the company, responsible for finding high quality investment projects, and the development of projects. Familiar with M&A and restructuring of listed companies, with experience in primary and semi-market investment; 2.Responsible for the evaluation of proposed investment projects. Project and due diligence, industry analysis. Business analysis. 3.Responsible for the preparation of investment projects, including the preparation of promotional documents, reports required for various meetings, such as the preparation of feasibility studies, business plans, investment research reports, project application reports, etc. 4.Responsible for business negotiations and implementation plans with investee companies and execution of specific implementation work. 5.Responsible for the follow-up supervision and management of the completed 5.Responsible for the follow-up supervision and management of completed investment projects and the development of supporting exit mechanisms.

San Francisco, California, U.S.

Create multiple types of financial models to evaluate debt and equity in mergers, acquisitions, and financing transactions.Use multiple valuation methods including comparables, precedents, and DCF.Create product proposals, private equity transactions, mergers and acquisitions, and valuations.Prepare and review materials for client financing, such as investment memoranda, management presentations, and brochures.Develop new and existing client relationships to grow the business.Perform due diligence, which requires research, analysis and documentation of active transactions.Create client portfolio presentations.Strong interest in current events, fundamental issues and relevant news.

San Francisco, California, U.S

Assist in conducting due diligence on target companies and executing transactionsAnalyze company financial information and build financial and valuation modelsResearch and monitor macroeconomic, industry, market and company developmentsWrite investment proposals and memorandums in Chinese and English