Li Chen Email & Phone Number

Shanghai

CDD team

Shanghai City, China

Fosun Care: senior care, rehabilitation, artificial intelligence, retirement village

Shanghai City, China

• Completed FOF asset allocation report. Main focus: advanced manufacturing industry. Parts covered: Robotics overview and development, Industrial pattern analysis, key company financial analysis, investment analysis.• Assisted in two due diligence reports on targeted funds, which include reviewing GP’s prospectus, analyzing the basic information, management team, investment/fundraising ability, post-investment ability and exit strategy. Meanwhile, conducted preliminary investigation on key LPs and evaluated their capital vigor.• Composed fund semiyearly report; participated in meetings with GPs and wrote minutes; updated written agreements of the entry into and withdrawal from the partnership, wrote subsidiary policy documents.

Shanghai

• Completed a research report on sports nutrition industry in China, including analyzing the risk of entering China based on cultural and legal environment, presenting feasible analysis on the business model and forecasting future trend of the industry.• Composed overview of the company and conducted industrial analysis of firms with Wind and Bloomberg Financial Terminal.• Maintained database for financial performance (stock price, product price, market share, etc.) of 10x related companies and generated correlation analysis; wrote and uploaded daily equity report to social media.

Shanghai

• Developed Asset Management strategies and plans of benchmarking report, by covering indicator designing, capability assessment, differential anlysis on legal environment and historical development. • Supported team of five on accounting issues, including financial statement analysis, key indicator calculation (EBITDA, constraint cost, asset life disclosure, etc.) and indicator comparison.• Revealed project’s staged achievement to client with presentation and PPT• Updated data and material events to senior manager in a timely manner by hosting conference calls with benchmark company and reviewing daily electricity news.

Shanghai City, China

Conducted annual audit work of two consumer product companies within four weeks:• Automated audit procedures by VBA-based Macro saved one hour for team per day.• Participated as an engagement team member in processing trial balance review, performnig test of controls and substantive test for cash, inventory and fixed Asset account• Identified abnormal accounts based on materiality and description, checked vouchers/contracts and sent 15 bank confirmations within 1 week.

Master Of Science - Ms, Finance

Education record