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.
• 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.
• 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