Max Yu Email & Phone Number

London, England, United Kingdom

Leveraged understanding in commodities and battery sectors to conduct financial analysis and due diligence. Proficient in using financial models to perform top-down and bottom-up analysis, including discounted cash flow and relative valuation methods. Skilled in identifying key trends and catalysts driving the market, with a deep understanding of the lithium-ion battery industry. Responsible for coverage and updates on 10+ security holdings within various sectors. Communicates complex financial information effectively to managers and colleagues.

Shanghai, China

Focused on streamlining post-deal management process and provided market color on existing investments within Agriculture Technology and EV sectors. Established robust financial models and performed in-depth company analyses for viable investment opportunities; Research was presented to VC branch in the form of 7 comprehensive pitch decks, covering industries such commodities, healthcare, insurance, and various technology verticals.

Hong Kong Sar

- Conducted analysis on mining sector within Mainland China and Indonesia - Collaborated with a team of 7 associates to identify potential investment opportunities- Created financial projections for the acquisition of an Indonesian smelter

Bachelor'S Degree, Finance And Strategic Management

Activities and Societies: Zeta Beta Tau Fraternity, Wharton Entrepreneurship Club, Sprint Football Athlete

Diploma Of Education

Activities and Societies: - Scholar Athlete Award - Headmaster's Roll