Investment research analyst to bring detail-oriented analytical skills and experience in financial modeling, valuation, equity research, data analytics and portfolio analytics. Actively looking for opportunities in Shanghai/Shenzhen/Hong Kong.
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投资研究员上海荣巽资产管理中心(有限合伙)Shanghai, China -
投资研究员上海荣巽资产管理中心(有限合伙) Mar 2021 - Present中国,上海浦东· 负责对拟投资项目进行可行性研究、尽职调查、估值及回报分析,带领团队撰写尽调报告和商业计划书,同时负责协调财务与法律尽调团队开展工作。成功推荐完成一餐饮项目投资· 持续跟踪研究消费、ESG、硬科技领域,对吃、住、行和新能源等细分市场进行深度研究,挖掘行业潜力点与趋势,为投资决策提供依据· 对已投项目进行追踪访谈与调研等投后管理,完成定期基金报告并与投资人进行交流 -
风险投资分析师Accathon Capital Sep 2018 - May 2020Greater New York City Area· Conducted market researches and competitive analyses on tech verticals such as EV and Smart Manufacturing, and carried out a research on international startups interested in expanding in Asia· Reviewed startup applications and pitch decks and engaged in interviews to source potential investment prospects· Led the startup evaluation project for DaaS platform by quantifying 100000+ proprietary data inputs with advanced Excel functions and VBA and applied mathematical models to develop rating and valuation mechanisms· Assisted in hosting pitch competitions, VC and tech community events, and acceleration programs -
Equity Research AnalystTigress Financial Partners Oct 2017 - Aug 2018New York· Evaluated top performing international equities by analyzing business strategy, competitive position, industry trend, risk and financials, conducted Comparables valuation, and pitched selected research results to CIO · Produced earnings call reports summarizing performance metrics and future initiatives for equities covered in the Tigress Focused Opportunity Portfolio · Monitored monthly returns and risks of 5 major indices and 10 sectors with Bloomberg Terminal data to detect macro-level trends · Supported the Portfolio Manager to test portfolio asset allocations by performing ad hoc risk analysis, stress testing, and strategy implementation -
Data AnalystUc Berkeley Aug 2015 - May 2016Berkeley, California· Improved data collection strategies and automated data cleaning process in R, reducing data preparation time by 80%· Conducted statistical analyses (frequency analysis, significance testing, cross tabulation, etc.) by writing self-defined functions in R and benchmarking over thousands of rows of data set using Excel and R· Produced high quality presentation materials with visualized data based on statistical analysis results to facilitate decision making process for internal and external stakeholders· Assisted with staff training in RSSP on subjects related to evaluation and assessment -
战略咨询实习Roland Berger Strategy Consultants May 2015 - Jul 2015Beijing City, China· Forecasted 25-year auto market sales trend by collecting relevant information, performing time series analysis using ARIMA model and event study method with R· Performed market due diligence for smart car industry in China, including major players compare and contrast, various regional market auto sales analysis, sales trending forecast, supporting annual auto industry report· Initiated market research via competitive analysis to determine product enhancements in a technology company; proposed marketing campaign using free trial and in-app reward system to build consumer attachment, resulting in increased number of downloads by 140% -
Marketing InternSunxan Group Dec 2013 - Jan 2014Chongqing City, China• Conducted economic/demographic analysis to explore strategic alternatives on a multi-stage real estate development project, with a focus to achieve stable cash flow and maximize profit• Analyzed local housing market, competitors’ pricing, and economic data to forecast project cash flow on company’s newly purchased land (4 million ft2)• Derived various pricing metrics using time series analysis to determine the expected revenue at each stage of the development project • Collaborated with 5 teammates and proposed a recommendation on a mixed-use residential/commercial structure to maximize pricing for both residential units and commercial space rental; proposal was accepted and implemented
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Corporate Finance Management InternHanhua Financial Holding Jun 2013 - Aug 2013Chongqing City, China• Supported loan origination and marketing process, reached out 50+ corporations in various industry, successful converted to 4 initial appointments • Conducted credit analysis and due diligence on client’s financial statements, project cash flow forecast, and operational efficiency• Drafted 4 credit analysis memorandums and recommended loan covenants to senior management, resulting in 3 approved loan applications
Qiujun Li Skills
Qiujun Li Education Details
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Economics -
Cfa InstituteCfa Level Iii Candidate -
Summer Business Scholar Program
Frequently Asked Questions about Qiujun Li
What company does Qiujun Li work for?
Qiujun Li works for 上海荣巽资产管理中心(有限合伙)
What is Qiujun Li's role at the current company?
Qiujun Li's current role is 投资研究员.
What schools did Qiujun Li attend?
Qiujun Li attended The Johns Hopkins University - Carey Business School, University Of California At Berkeley, Cfa Institute, The University Of Chicago - Booth School Of Business.
What are some of Qiujun Li's interests?
Qiujun Li has interest in Coordinating, Board Game, Badminton, Movie, Chinese Instrument, Swimming.
What skills is Qiujun Li known for?
Qiujun Li has skills like R, Microsoft Office, Data Analysis, Financial Analysis, Stata, Research, Microsoft Excel, Microsoft Word, Market Research, Python, Teamwork, Analysis.
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