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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Senior Research AssociateBernsteinNew York, Ny, Us -
Equity Research Summer AssociateAmerican Century Investments Jun 2024 - Aug 2024New York City Metropolitan AreaRotated 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 -
Equity Research AnalystEastjade Asset Management Oct 2020 - Jun 2023Shanghai, China1) 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.
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Research AnalystAriose Capital Jun 2018 - Jul 2020Shanghai, ChinaLong/Short Hedge fund analystInitiated and maintained coverage on Food & Beverage, Cosmetics, Retail and Sportswear industries
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Senior AnalystBda Jul 2016 - Jun 2018Beijing City, China1. 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 -
Business Development ConsultantIjoin Social Innovation Consulting Jun 2014 - Jun 2017Beijing City, China -
Summer InternAccenture May 2015 - Oct 2015Beijing City, China -
Summer Intern Of Service And Finance DepartmentMars Jul 2014 - Oct 2014Beijing City, China
Yuli Ma Education Details
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Iranian/Persian Languages, Literatures, And Linguistics
Frequently Asked Questions about Yuli Ma
What company does Yuli Ma work for?
Yuli Ma works for Bernstein
What is Yuli Ma's role at the current company?
Yuli Ma's current role is Senior Research Associate.
What schools did Yuli Ma attend?
Yuli Ma attended Columbia Business School, Peking University.
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1stonybrook.edu
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1costco.com
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Yuli To, M.A.
Program Coordinator‖Management, Indonesian Language Program, Instructional Design, Higher Ed, Teaching, Translation, Cross Cultural ProgramGreater Chicago Area
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