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 recommended levels to the acquiring company.• 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 collaborative relationships.• 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 decisions and improved financial stability.• 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 data points.• 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 exposure.

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.