luanyi li
Looking for an internship for June 2021
Passed level 1 CFA exam in 2021
-- WHO AM I ？--
- Graduate student with an academic background in both Finance and Computer.
- Three years work experience in the Financial industry (Private fund / Corporate finance).
Education
MSc in Finance Investment and Wealth Management (English Track)
Neoma Business School -- France
Since January 2020
- Financial Modeling and Simulation :
- Equity Research Report ,through business ( SWTO ) ,ESG , Industry ( Porter's 5 ) analysis conduct valuation ( DCF ) and financial analysis.
- Financial Modeling for business Plan : Making assumptions about Operating, Investing ( CapEx ), Financing. Projecting financial statement, and analyzing through Break even, payback period ,sensitivity analysis and scenarios.
- Financial Modeling for Capital Budgeting.
- Financial Modeling for A & M.
- Equity Research Report ,through business ( SWTO ) ,ESG , Industry ( Porter's 5 ) analysis conduct valuation ( DCF ) and financial analysis.
- Financial programming and Data analysis:
- Python projects:Microstructure of Quote-driven Market,Bond Valuation, Amortization table, VaR.
- VBA Projects: NPV of project.
- Python projects:Microstructure of Quote-driven Market,Bond Valuation, Amortization table, VaR.
- Estate planning Wealth Management : 1) Building Investment Policy Statement.2) Formulating Capital Market Expectations.3) Building Strategic Asset Allocation.
- CFA Track programs : Portfolio management, Macro and Micro economic, Financial reporting and Analysis, Alternative and Derivatives investments, Fixed income, Equity investment, Ethical and Professional standards, Corporate finance.
Bloomberg & Capital IQ
Bloomberg Market Concept Certification
May 2020
to August 2020
- Three sections: Portfolio management & Bloomberg terminal basics & Core concepts (Economic indicators, Currencies, Fixed income, Equities).
Information Management and Information System
Beijing University of Agriculture -- China
September 2012
to June 2016
- Computer Sciences : Fundamentals of programming, Computer technology and Application, Object oriented programming, Data structures, Database and Information management technology.
- Information Management : ERP management and Application, Management information system.
- Elective Courses : Practice of international finance, Financial market.
Experiences
Financial Analyst-Private fund
Beijing Hang Tang Mingze Fund Sales Co., Ltd
February 2018
to January 2020
Full-time
Beijing
China
- Conduct quarterly due diligence on portfolio managers, generating investment recommendations through analysis.
- Monthly research report : Fundamental analysis ,Quantitative analysis of financial data (strategies performance/AUM ).
- Participate in the jury panel of the China Private Fund Golden Bull Award and the selection of award-winning portfolio managers.
- Private fund sales management & operation. A total of 20 products with 650 million yuan RMB 0.7bn AUM.
Finance Specialist
Beijing Honggao Architectural Decoration&Design Engineering Co.,Ltd
June 2016
to February 2018
Full-time
Beijing
China
- Took part in financing businesses based on mortgages of stock and receivables to support company business projects. A total of RMB 1.35bn AUM.
- M&A:Participate in investment projects in related industries. Total project amount is RMB 300Mn AUM , the company has invested RMB 30mn AUM.
Skills
Language
-
Chinese - Mother Tongue
Expert
-
English - C1
Advanced
-
French - B1
Good
Qualification
- CFA Level 1 candidate
- Bloomberg Market Concept Certification
- China Fund Practice Qualification
- China Securities Practice Qualification
IT Skill
- Python projects:Microstructure of Quote-driven Market,Bond Valuation, Amortization table, VaR.
- VBA Projects: NPV of project.
- Microsoft Office:Excel,Power Point, Word
Interests
Travel & Model & Music & Host
- Travel--American, Singapore, The United Arab Emirates, Thailand,Malaysia.
- Model--Part-time Model and Etiquette Staff for Award Ceremony and Festivals. Served as Peugeot Model in China Strawberry Music Festival, Took part in Film Festival Award Ceremony as etiquette member held in China National Convention Center.
- Music--Versed in playing piano, learned piano for ten years from the age of 6. Played piano as a chordal accompaniment for chorus.
- Host--Host in New Year Evening Party at School of Department of Computer in college.
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