Yan Li Email and Phone Number

• Wrote a pitchbook, a business plan, and several industry researches independently, including the research on innovative drug industry, the servo motor industry, and the sewage treatment industry.• Conducted case inquiry and analysis on specific project-related issues (such as rules of information disclosure for companies that are listed on both the Chinese stock exchange and Hong Kong stock exchange, bad debt provision policies commonly used in the agricultural machinery industry, etc.).• Attended pitch meetings, organized and wrote meeting minutes, and supported the project team on other duties.

•Participated in several IPO projects on China Growth Enterprise Market and Hong Kong Stock Exchange, assisted in due diligence and material writing.• Used Wind Financial Terminal to find, extract, and processed data through Excel functions such as VLOOKUP/Pivot Table; Used PowerPoint to prepare materials for several projects.• Wrote and sent out letters of confirmation to banks and corporations. Participated in video interviews with overseas customers.• Reviewed and organized letters of confirmation, documents from customer interviews, and bank statements.• Collected relevant accounting vouchers, and performed detail testing and cutoff testing; conducted physical inventories.

• Independently oversaw the due diligence research, document drafting, and meeting minutes preparation for 9 projects on equity, bond, and ABS products.• Developed ABS project materials, including proposals, roadshow pitchbooks, due diligence research, Bond Redemptions, and Recurring Purchase preparation, etc.• Leveraged on Excel to perform bond redemption value and bond interest calculations.• Assisted in project declarations and information disclosure on the China Securities Depository and Clearing Corporation Limited, Shenzhen Stock Exchange, Shanghai Stock Exchange, and the Asset Management Association of China.

• Collected and researched all kinds of information related to every job interviews each client get and proofread copy from draft to release;• Sent out job applications, reached out to employers to learn about new job openings.

• Conducted financial, statistical and industry analysis on 20+ pharmaceutical companies to support investment thesis by accessing regulatory filings, company investor relations websites, TianYanCha database, and the CSRC database.• Built and maintained financial models in Excel to incorporate assigned companies’ capital structure, analyzed company earnings, cash flow, and balance sheet characteristics.• Aggregated information on assigned companies’ shareholders’ equity, affiliates, valuations, registered capital, paid-in capital, and competitive landscape.• Provided support to the Senior Analysts through fundamental analysis with an emphasis on original, bottom-up research in the pharmaceutical sector; effectively in utilizing VLOOKUP and Pivot Tables to support reporting process.• Supported the team’s due diligence process on investment projects by researching major policy changes, and monitoring negative news flow of assigned trust companies; transformed data and formulated Excel reports.

• Worked with different stakeholders focusing on requirements gathering and documentation, clarification, elicitation and data metrics to project progress.• Accessed the global macroeconomic and industry data, data on China’s equities, commodities, and futures exchanges as well as quote and transaction data from the Wind Financial Terminal; consolidated regular and ad hoc reports in Excel.• Integrated market data seamlessly from Wind Financial Terminal into Excel spreadsheets with the Wind Excel and VBA Add-in; created and automated reports, calculations, and visualizations featuring real-time and historical data.• Formulated and revised reports and documentation using LaTeX for knowledge transfer among the team; reviewed historical records and data for issues and potential improvements.• Maintained an organized filing and records system for all appropriate documents; prepared documents, including presentations, spreadsheets, correspondence, meeting minutes, and reports in an accurate and timely manner.

• Collect information on foreign schools, majors, and courses and guided the students to apply for foreign universities;• Introduce the history, culture, and social customs of Canada to students to help them be better accommodate to the life and study in Canada.