Yi Li Email & Phone Number

• Developed sophisticated data analysis algorithms capable of processing input dates and generating accurate price estimates for both historical and predictive analyses, enhancing decision-making precision.
• Engineered an innovative prototype pricing model, designed for extensive validation and testing, laying the groundwork for seamless integration into production environments.
• Constructed a robust Python-based model dedicated to estimating borrower default probabilities, integrating comprehensive risk assessment tools into financial decision-making processes.
• Implemented intricate Python code to categorize customers based on FICO scores systematically, enabling precise targeting and assessment of default probabilities, thereby optimizing risk management strategies.

• Contacted and assessed potential Asian acquisition targets in coordination with the Hong Kong manager, conducting thorough evaluations to measure feasibility for clients.
• Throughout the entire M&A process, conducted comprehensive investigations into target companies, including EBITDA, operational products, ownership structures, and sales locations. Analyzed acquisitions and reported.
• Utilized DCF modeling to develop accurate and insightful discounted cash flow valuations, contributing to well‑informed decision‑making.
• Provided clients with comprehensive advice on strategic investment decisions, considering valuation implications. Effectively communicated with clients to ensure a seamless transaction experience and fostered strong.
• Supervised post‑acquisition performance, actively monitoring outcomes, and recommending strategic optimizations to maximize value for stakeholders.

• Enhanced Financial Analysis and Reporting: Conducted comprehensive financial analysis of macroeconomic trends, pricing strategies, and profitability models, providing actionable insights that informed monetary policy.
• Efficiency Improvement: Led the design and implementation of a new internal data management system for financial and economic data, increasing data processing efficiency by 25% and improving the accuracy of over 450.
• Market Monitoring and Analysis: Monitored financial market indicators, including trading volume, investor sentiment, and economic data, to assess market conditions and provide timely recommendations to senior management.

China

• Strategic Reporting: Prepared and delivered over 40 detailed financial reports and presentations to senior management and decision-makers, supporting informed strategic decisions and policy formulation.
• Operational Risk Mitigation: Monitored key financial indicators, including liquidity ratios and credit spreads, providing timely insights that enabled proactive risk management and a 20% reduction in market risk.

China

• Client Advisory: Advised 50+ clients on investment opportunities and financial planning strategies using financial planning software, increasing client wealth by 25% and satisfaction by 15%.
• Portfolio Customization: Conducted detailed financial needs assessments and developed customized investment portfolios to meet client objectives, improving portfolio performance by 18%.
• Client Management: Provided ongoing client support and relationship management, ensuring high levels of client satisfaction and retention.
• Market Analysis: Analyzed market trends and economic indicators to recommend suitable investment products and strategies, enhancing client understanding by 20%.

China

Master'S Degree, Financial Planning, 3.778

Bachelor Of Economics, International Economics And Trade, 85/100

Activities and Societies: Investment and finance association Business etiquette associationFirst Prize Award (Group) and Second Prize.