Lu Li Email & Phone Number

Shanghai, China

 Executing and owning workstreams for innovation projects and programs with multiple stakeholders. Developing detailed project/program execution plans and tracking against milestones, facing clients and managing internal and external teams. Executing hands-on market research and specific technical research in the emerging technology space and related technology capabilities.Clients: Givaudan, Ford, Samolet, EPLAN, Umicore, Aflmeier, Burkle

Shanghai, China

 Completed in total 35 projects helping clients enter and grow in China from a variety of industries with 60% from FMCG. Managed a team of 2-5 project assistants and junior analysts (depending on project size); managed project budget & agencies. Responsible for new business opportunities development and client pitching and proposal writing.  Handled project execution and provided implementation recommendations, actionable and customized marketing strategies with regard to customer needs; final reporting, and client presentation. Comprehensive experience with both qualitative and quantitative research methodologies

Shanghai City, China

Business Analysis and Valuation Modeling：Conducted deep research with a focus on value investment and the entire supply chain of target companies and built valuation model; Research Project Management: Led research projects through the entire project cycle; Interviewed stakeholders and industry experts; Coordinated with listed companies and financial institutions for on-site research；Stock Pool and Industry Monitoring: responsible for the daily monitoring of 12 key stocks in 4 major industries of new energy, highway, education, and finance, focusing on industry policy trends for timely decision-making；External Coordination and Roadshow: Supported organizing the company’s large-scale roadshow, 2017Investor Day;

Shanghai City, China

ESG Rating ProjectInitiated by the ISIG research department of Fudan University, built the evaluation and rating system of listed companies, and designed the database for the sustainable development of enterprises. Responsibilities: Evaluated rating system and designed database, such as index selection, index classification, and evaluation standards; Collated of related data of enterprise rating. Achievements: Completed the establishment of the fair wealth evaluation system on schedule and released the 2017 ranking of fair wealth

Shanghai City, China

Analysis Report: Wrote regular industry reports and target reports, such as reports of central Securities, China GalaxySecurities, China Asset Management, and Japan Securities industry· Valuation Modeling: Built and updated financial models; Constructed and adjusted the valuation models, incorporating DCF, distribution, sensitive test, comparable valuation, and other methods· Industry Research: Tracked the latest information and market trends of both domestic and overseas capital markets; Expandedinformation channels and exchanged with external financial institutions.

Pge Master'S Degree, Finance

Bachelor'S Degree, International Business/Trade/Commerce