Ruohan Li Email & Phone Number

Shenzhen, Guangdong, China

- Analyzed key fund metrics (Sharpe, Calmar, Sortino ratios) using Python and reviewed past three-year performance.- Assessed stock-picking and timing skills of 70 fund managers through performance attribution analysis with Treynor-Mazuy model. - Compared fund performance with the CSI 300 Index across various return intervals through rolling window analysis.- Utilized multiple regression analysis to identify the best benchmark for fund performance and evaluate it using R-squared and P-values.- Calculated the average return and volatility of the fund’s major holdings from 2021 to 2024 and provided portfolio optimization suggestions for various market conditions (bull, bear, and sideways markets).- Performed ESG rating analysis to evaluate sustainable investment themes and recommended portfolio adjustments to enhance long-term sustainability.

Shenzhen, Guangdong, China

- Analyzed global macroeconomic trends, focusing on central bank rate cuts’ impact on the USD, US Treasuries, and the global economy, offering strategies to address economic and geopolitical risks. - Evaluated the rise of tangible assets and assessed the impact of manufacturing recovery on price elasticity and supply-demand, and identified investment opportunities and risks in commodities, gold, and copper.- Used Wind and iFind terminals to gather historical net asset values and calculate annualized returns for funds such as Xingye Wenfu 120-day Holding Fund and Xingye Fuyi Bond Fund C.- Analyzed recent annualized returns, market rankings, drawdowns, and recovery times to identify key fund strategies and compare with similar funds for client risk-return alignment.

New Orleans, Louisiana, United States

- Utilized Qualtrics to design and implement surveys evaluating consumer preferences between wild foods and farmed foods. Assessed customer perceptions on sustainability, quality, authenticity, and traditional methods to inform decision-making processes.- Conducted a comprehensive literature review encompassing Marketing, Psychology, Management, and Economics. Explored diverse research papers and references to examine the correlation between individuals with higher trait self-control and their endorsement of organizational self-control policies.- Enhanced visual components of the research experiment through proficient photo-editing techniques.

New Orleans, Louisiana, United States

• Advised a client on the IRS tax-related valuation of a Chinese Technology company's R&D department and recorded crucial inputs and outcomes within a comprehensive valuation report.• Conducted detailed sensitivity analysis to assess the impact of key factors, including net working capital (excluding debt), EBITDA margins, and the weighted average cost of capital (WACC), on the valuation models.• Utilized Capital IQ to efficiently screen of comparable companies, applying filters including listing status, geographic location, and specific industry terminologies "engineering staffing" to ensure a targeted and relevant comparison. • Constructed valuation models utilizing Discounted Cash Flow (DCF) and Comparable Company Analysis to determine accurate financial valuations.

Shenzhen, Guangdong, China

-Composed 11 comprehensive industry analysis reports presented real-time market data, including market capitalization, P/E ratios, market share, R&D projects, revenue, profit margins, and production capacities across multiple globalindustries. -Performed research across technology industries; delivered multiple decks to investing manager, and one of the research turned out a key report to making investment decisions; assisted in initiating an investment project process for a mid-size Chinese semiconductortemperature control equipment company. - Worked with finance and accounting teams for the second quarter financial reporting; performed reconciliations for accounting records with bank statements; reviewed invoices and payment evidence to ensure accuracy of the financialstatements. - Assisted accounting team with providing support to fulfill internal audit requirements. Researched and conducted analysis for the variance between the account balances with the actual receipts.

New Orleans, Louisiana, United States

-Responsible for corporate budgeting and built financial models to forecast revenue, marketing expenses, SG&A expense to calculate profitability. Set up Excel-based tracking sheet to record P/L items and calculated monthly cash flows. -Supported the operations team on key decision-making process in marketing and calculated the return on investment (ROI) ratios for multiple marketing campaigns on Red, Wechat and Weibo (Chinese Twitter). -Reconciled the variance of forecasted financials with actual results and identified the causes for the difference. -Responsible for the daily operations of corporate social media accounts in Red and Wechat.

Chongqing, China

-Wrote scripts and shoot micro-documentaries to increase awareness of a famous but disappearing traditional occupation in southwest region in China.-Interviewed more than 10 Bang Bang army in Chongqing and documented their personal stories. Organized the stories into scripts for the documentary video uploaded on Youtube and Bilibili (Chinese Youtube). -Researched poverty gap in China, analyzed the drivers and trend, forecasted the impact of new technologies on employment opportunities.

Hong Kong Sar

-Drafted research reports to summarize and analyze the profit margin for multiple insurance products including life insurance and health insurance products. -Analyzed the historical operations information to understand the risk tolerance and customer presence. Supported managers to design sales strategies and marketing plans to accommodate the needs for different customers. -Drafted the final presentation to the management team and presented team findings on product, customer, and industry.

Undergraduate, Finance

Education record