Yu Shi Email & Phone Number

Boston, Ma, Us

Shanghai City, China

Machinery

Waltham, Ma

• Graduate teaching assistant for Financial Modeling & Corporate Financial Engineering taught by Prof. Hamza Abdurezak.• Grade homework, check attendance and track class participation.• Answer questions raised by students and connected between students and professors to achieve a more effective learning schedule.

Pudongxin District, Shanghai, China

• Focused on machinery industry and conducted research for niche industry such as rail transit, energy equipment, laser equipment and industrial robots.• Wrote three 27-page depth reports focusing on 2 companies and 1 niche industries, analyzing current situation, future trends, growth space and investment opportunities.• Prepared semi-annual report comments and special event comments for covered companies.

Shanghai City, China

• Focused on computer industry and conducted niche industry research with a topic of Artificial Intelligence.• Write a 43-page report focusing on voice intelligence, analyzing value chain, competitive landscape, future trends and investment opportunity of this niche industry.• Prepared half-month reports including collecting and processing news about new technologies and Merger & Acquisition events and tracking and analyzing company performance in AI fields.

Shanghai, China

• Participated in projects in architecture industry and TMT industry and help clients identify expansion strategies and acquisition targets;• Conducted literature research on revenues, products, distribution networks and profit models of 6 local architecture-painting companies;• Made benchmark analysis on revenue and profit margin of 34 holding companies and established an industry subdivision for strategic emerging industry.

Shanghai, China

• Prepared monthly cost center report for Asia;• Projected seasonal costs for 3 business units and operated 10 seasonal Non-trade Process to transfer cost between subsidiaries to implement reasonable tax avoidance and meet requirement for compliance. • Established monthly Account Receivable and Inventory Reporting;• Worked with people from 7 countries in an office and experienced English-Only working environment.

Shanghai, China

• Focused on media industry and conducted stock research for 2 companies in media industry;• Prepared 3-year pro forma financial statements to evaluate company performance, tracked special indicators in this industry and made reasonable assumptions for valuation.• Prepared weekly reports for a 100 million investment portfolio, analyzed portfolio performance and position changes;

Shanghai, China

• Collected and processed market viewpoints and information to prepare personalized daily reports for 20 clients;• Assisted in 4 road shows per week and understood both fundamental analysis and valuations delivered by researchers;• Checked and analyzed the amount of commissions earned each month to evaluate each sales managers’ performance.

Shanghai, China

• Participated in audit in bank and insurance sectors; eliminated ￥4.9 million differences between actual and reconciled amount by communicating with responsible persons and checking their compliance processes;• Did vouching for 3 accounts and took charge of 50 loans and bank deposits confirmations from fellow bank;• Conducted Journal Entry Review by SQL to increase 20% efficiency and established a guidance for future use.

Master Of Arts (M.A.) In International Economics And Finance, Data Analysis; Asset Management, 3.7/4.0

Activities and Societies: Global Market Investment Club; PE/VC Club; NABE Club

Bachelor Of Arts (B.A.) In Honored Class Of Finance, Economics And Finance, 3.6/4.0

Activities and Societies: Elite school Committee, TA of Course Outstanding Leadership, Chinese Orchestra Club

Non-Degree Program, Summer School

• Conducted an online M&A simulation and added 10% value to our virtual company. • Finished the investment report of DreamWorks Inc..