Jennifer Li Email & Phone Number

Greater Chicago Area

• A private equity intermediary company focused on advising middle market companies
• Client-facing roles: Involved in all aspects of “front-end” business including: executive evaluations, cold calling potential clients, managing information database using Salesforce, locating client requests on target.
• Operations roles: Assisted Managing Associates in monitoring team performance and productivity; coached and presented task process for new interns, and interviewed potential candidates. Led a group of 4 interns in.
• Deal-team roles: In transitioning to “back-end”，learning to draft deal teasers, review business proposals/plans, deal shopping, attend PE networking events, and support contract/legal negotiation.

Syracuse, New York Area

A great exposure to Financial Advisory divison; was exposed to various financial products, and all lines of business in this filed.Performed research on individual securities, generated portfolio presentations from clients and helped with marketing for the firm.

Syracuse, New York Area

Assist in all aspects of the client management process, including scheduling appointments, setting up new accounts, and updating financial positions.Participated in weekly team meetings, contributed in discussions on market conditions, client marketing strategies, and portfolio management decisions.

Shanghai

Successfully completed highly-competitive rotational training program, where I was selected as one of the Team Leaders by Citibank senior management. Led group of seven won 2nd place as “The Best Financial Planning Presentation”.Gained invaluable knowledge of the financial industry and exposed to related concepts such as treasury management and wealth and.

Bechelor, Finance, Global Enterprise Technology

Activities and Societies: Investment Club, Work In Asia, Chinese Students and Scholars Association

Education record