Jing Yan, Cfa Email & Phone Number

Boston, MA, US

Woburn, Massachusetts, United States

M&A and business development

Boston

- Global M&A in the telecommunication field- Corporate development

Greater Boston Area

Global M&A

Greater Boston Area

M&A due diligence. Primary and secondary research.

Waltham, MA

• Teaching Assistant for Prof. Brenda Anderson's FIN 212 Accounting and Financial Analysis.
• Tutored MBA and MSF students in accounting methods and financial statement analysis, boosting their performance in the course.

Greater Denver Area

• K Squared Fund, LLC is a Colorado-based private equity fund that makes majority investments in low to middle-market companies.
• Increased deal flow by 25% through sourcing investments opportunities and pitching 30+ potential investments in a variety of industries with a focus on healthcare and technology
• Developed detailed pro forma forecasting and valuations for 10+ investments including Discounted Cash Flow, Leveraged Buyout, comparable companies and transactions to support the bidding and negotiation process
• Performed due diligence including business models analysis, and industry and competitor analysis
• Concluded and highlighted key investments considerations (IRR, NPV, and Cash-on-Cash) with sensitivity in the daily meeting, supporting the team's investments decisions and making new recommendations
• Refined a streamlined Excel valuation model template with analyst’s inputs in one single sheet, increasing the team’s efficiency by 20% in applying the model to preliminary valuation

Boston, U.S.

• Developed a pricing strategy model for the campus safety solution and presented it to the CEO/executive team as an internal reference for their final pricing
• Summarized the campus data for 500 universities from various databases and total number of crimes for each university from a spreadsheet with 10+ sheets and 30,000+ rows into a single Excel worksheet using VLOOKUP and.
• Conducted research and regression analysis on annual public safety expense for 500 universities and created a predictive model for it by using data like campus size and number of students as independent variables

Beijing, China

• Structured 5+ real estate investments to provide financing services amounting to $2B
• Drafted due diligence summary for 5+ real estate companies including financial statement analysis, market prospects, business models, company strategy and KPI’s for reporting team

Beijing, China

• Developed and presented weekly industry reports that included a summary of economic indices, metropolitan market analyses to support the pursuit of 3+ investments amounting to $1.5B
• Identified and screened 100+ potential residential real estate development investments

Beijing, China

• Supported a logistics company $200M debt capital raise by preparing debt private placement memorandum
• Created marketing materials including drafting bond prospectus and prepared investor presentations
• Researched the coal mining industry with the top-down approach to assess a coal mining company’s market prospect and debt paying ability
• Conducted reports on over 100 prospectuses for private placement bonds of different companies. Wrote a summary and gave suggestions for prospectuses by analyzing the shortcomings of their prospectuses and the feedback.

Master Of Science (M.S.), Finance, 3.81/4.0

Graduated With Distinction

Bachelor Of Science, International Economics And Trade, 3.65/4.0