Cathy Yan, Cfa Email & Phone Number

Vancouver, British Columbia, Canada

- Asset Analysis and Modeling: Update Argus models with the latest leasing, capex, and market assumptions, conducting ad hoc analyses to support asset managers in decision-making, and assessing value-add opportunities.- Strategic Reporting and Valuation: Implement and manage standardized portfolio-level analysis and reporting, including quarterly valuations, property budgets, and environmental reports, in collaboration with the Investment team.- Executive Communication: Prepare detailed… Show more - Asset Analysis and Modeling: Update Argus models with the latest leasing, capex, and market assumptions, conducting ad hoc analyses to support asset managers in decision-making, and assessing value-add opportunities.- Strategic Reporting and Valuation: Implement and manage standardized portfolio-level analysis and reporting, including quarterly valuations, property budgets, and environmental reports, in collaboration with the Investment team.- Executive Communication: Prepare detailed and professional reports and presentations for the Senior Executive team, capital partners, Investment Committee, and Board of Directors, ensuring the delivery of accurate and concise financial analyses and strategic insights. Show less

Vancouver, British Columbia, Canada

Grosvenor is an international property developer, owner and investor with a 345-year track record. We are on a journey to net zero carbon operations, focused on transformative projects and the creative improvement of our investment portfolio. Established in North America for over 70 years, our longstanding values of integrity, respect and trust have defined how we conduct our business.

Greater New York City Area

- Worked on a live cross-border sell-side M&A deal for an agricultural and fertilizer chemicals company listed on the NYSE.- Researched on the chemicals industry outlook and built full-scale operating models based on mine reserves and conducted valuation using DCF, comparable companies, and precedent transactions, resulting in a valuation of US$ 10.5 billion.- Built a stand-alone valuation model to facilitate the optimization of deal structures and exit strategy for a US$ 2.3 billion… Show more - Worked on a live cross-border sell-side M&A deal for an agricultural and fertilizer chemicals company listed on the NYSE.- Researched on the chemicals industry outlook and built full-scale operating models based on mine reserves and conducted valuation using DCF, comparable companies, and precedent transactions, resulting in a valuation of US$ 10.5 billion.- Built a stand-alone valuation model to facilitate the optimization of deal structures and exit strategy for a US$ 2.3 billion LBO of a global consumer food company; Collected and screened over 120 potential institutional investors according to investment mandate; Regularly attended conference calls with both sell-side and buy-side clients.- Drafted confidential information memorandum and updated 46-page pitch books for prospective investors. Show less

Suzhou, Jiangsu, China

- Created day-to-day risk reports including Profit and Loss(P&L), VaR with Excel (VBA) to support market and investment, risk management; performed model implementation, model testing and modeling control on VaR model and stress testing.- Extracted and aggregated 70,000+ data sets using SQL and Excel to support and develop “Global Real Estate Investment Trust Index”, which focus on the emerging regions such as Asia, Latin America and Mediterranean, etc. Cleaned raw data to avoid duplicates,… Show more - Created day-to-day risk reports including Profit and Loss(P&L), VaR with Excel (VBA) to support market and investment, risk management; performed model implementation, model testing and modeling control on VaR model and stress testing.- Extracted and aggregated 70,000+ data sets using SQL and Excel to support and develop “Global Real Estate Investment Trust Index”, which focus on the emerging regions such as Asia, Latin America and Mediterranean, etc. Cleaned raw data to avoid duplicates, and handled missing data or error values by interpolations. Show less

Suzhou, Jiangsu, China

- Conducted independently researched on background information of clients’ businesses by their cash flow cycles and generated reports in assessing the company’s liquidity and credit risks and documented the Request for Loan.- Reorganized and monitored 50 bank accounts balances for client’s interim financial information review.- Conducted mean-variance-covariance portfolio optimization on 160, 000 accounts and applied Monte Carlo simulation to present a unified risk management report to… Show more - Conducted independently researched on background information of clients’ businesses by their cash flow cycles and generated reports in assessing the company’s liquidity and credit risks and documented the Request for Loan.- Reorganized and monitored 50 bank accounts balances for client’s interim financial information review.- Conducted mean-variance-covariance portfolio optimization on 160, 000 accounts and applied Monte Carlo simulation to present a unified risk management report to the client. Show less

Master'S Degree, Business Analytics, 3.98/4.00

Master'S Degree, Enterprise Risk Management, 3.94/4.00

Bachelor Of Commerce - Bcom, Finance And Economics, 3.82/4.00

Summer Exchange Program, International Finance

Research field: the impact of financial crisis on the Spain economy