Who is Yuli Ma? Overview
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Yuli Ma is listed as Senior Research Associate at Bernstein, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Yuli Ma.
Yuli Ma previously worked as Equity Research Summer Associate at American Century Investments and Equity Research Analyst at Eastjade Asset Management. Yuli Ma holds Mba, Investments And Securities, 9.3 from Columbia Business School.
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Bernstein
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Profile bio
About Yuli Ma
I am professional in financial modeling, commercial due diligence (CDD), industry analysis, expert interviews, data analysis, and etc for private equities (PE) and hedge funds. I have experience in leading small group to complete in Due Diligence and public company fundamental study projects, with solid modeling hard skill, strong learning ability and enthusiasm in investment industry.
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8 roles
Yuli Ma work experience
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Equity Research Summer Associate
Rotated through 3 growth strategy teams — global large-cap, small-cap, and emerging markets. Evaluated business quality, identified key inflection points and pitched 13 stocks across Pharma, Tech, Industrials, and Consumer Goods sectors in 9 countriesDelivered well-structured pitches to a panel of PMs every week
Jun 2024 - Aug 2024
Equity Research Analyst
Eastjade Asset Management
1) Covered global Consumer Discretionary names in Food & Beverage, Luxury, Cosmetics, Home appliance, and Sportswear.2) Provided investment ideas to portfolio manager, monitored company changes and provided trading advises accordingly.3) Communicated with investors on sector strategies.
Oct 2020 - Jun 2023
Research Analyst
Ariose Capital
Long/Short Hedge fund analystInitiated and maintained coverage on Food & Beverage, Cosmetics, Retail and Sportswear industries
Jun 2018 - Jul 2020
Senior Analyst
1. Led small group to complete in Due Diligence and public company fundamental study projects, with solid hard skill of document writing and modeling and was rated as outstanding analyst a) Responsibility in Due Diligence (DD) projects: industry study, management team/ industry expert/ consumer interviews, analysis of operation and financial data, financial return analysis, and report writing b) Responsibility in fundamental study projects：industry study, industry expert/ consumer interviews, analysis of company reports/ equity report/ news and other data sources, financial return analysis, and report writing2. Completed investment projects from both pre-IPO market and secondary market, and covered target companies from education, TMT, consumer goods, online game industries Selected Projects in TMT Industry1) Cryptocurrency market study2) Mobile game public company tracking project 3) Leading technology public company tracking project4) Mobile camera public company fundamental study project5) Leading online short term rental platform E round (USD 300 MN) DD project6) Online inter-city logistics platform B2 round DD project7) Online catering B2B Platform E round DD project Selected Projects in Education Industry1) K12 public listed company fundamental study (Twice)2) K12 online education company C round (USD 150 MN) DD project, assisted the client to complete USD 80 MN investment3) K12 offline after-school tutoring institution Pre-IPO DD projectSelected Projects in Consumer Goods Industry1) Chinese Sportswear public company tracking project2) American sportswear company fundamental study (only China mainland market)3) International fast fashion company tracking project4) International high-end Menswear public company fundamental study 5) Cashier-free retail company A round DD projectFraud Check Projects: Mainly check the authenticity of public companies through interviews, public information and field research
Jul 2016 - Jun 2018
Business Development Consultant
Jun 2014 - Jun 2017
Summer Intern
May 2015 - Oct 2015
Summer Intern Of Service And Finance Department
Jul 2014 - Oct 2014
2 education records
Yuli Ma education
Mba, Investments And Securities, 9.3
Bachelor Of Arts (B.A.), Iranian/Persian Languages, Literatures, And Linguistics
FAQ
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What company does Yuli Ma work for?
Yuli Ma works for Bernstein.
What is Yuli Ma's role at Bernstein?
Yuli Ma is listed as Senior Research Associate at Bernstein.
Where is Yuli Ma based?
Yuli Ma is based in New York, United States while working with Bernstein.
What companies has Yuli Ma worked for?
Yuli Ma has worked for Bernstein, American Century Investments, Eastjade Asset Management, Ariose Capital, and Bda.
How can I contact Yuli Ma?
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What schools did Yuli Ma attend?
Yuli Ma holds Mba, Investments And Securities, 9.3 from Columbia Business School.
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