Yang Li

**** **** *** ** ********, NY ***** acgnwj@r.postjobfree.com 917-***-****

SUMMARY

MBA education with engineering background, highly organized, capable in areas of finance, operations, and project management.

3 years? experience in finance and investment banking. Thrives in a demanding environment, with exceptional problem-solving skills, hardworking and capable in multi-task and manages priorities effectively. Master level proficiency with Microsoft Office Suite (Word, Excel and PowerPoint).

EDUCATION

Pace University - MBA, 3.34 ? Financial Management New York, NY; 2013

Relevant courses: Data Analysis for Decision Making, Applying Financial Modeling, Money and Capital Markets, etc.

Fuzhou University ? Bachelor of Engineering in Environmental Engineering Fuzhou, China; 2010

EXPERIENCE

TriPoint Global Equities, LLC: Capital Markets Associate New York City Oct 2012 ? Present

? Support senior team with tasks including administration, coordinate gathering of material of analytical projects, research, data analysis, financial projections and modeling

? Performed financial analysis for 300+ public companies, methods include DCF, trading multiples, EBITDA margins, utilizing strong understanding of financial statements analysis and accounting

? Conduct 2000+ investor pitch sales via phone/in-person based on self-compiled database, maintains relationship with 400+ investors, issuers, and other professionals, resulted in potential 50mm deal

? Conduct productive in-person meetings, conference, phone calls and Emails conversations, utilizing excellent interpersonal and communication skills

? Work with CCO of the firm, adhere to internal and external polices including FINRA, SEC rules, and producers regarding securities transactions and code of conduct

? Trained and supervised 6 new interns on job responsibility, utilizing leadership skills

High proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)

? Utilizes Microsoft Excel skills to evaluate financial data of public/private companies, creating valuation models using DCF, trading multiples and precedent transactions

? Utilizes strong analytical and quantitative skills in financial modeling; Responsible for creating sophisticated, dynamic Excel financial models to reflect and project risk/reward and profitability scenarios for company business analysis and industry research

? Assists and advises public companies in creating and modifying corporate/investor presentation, teaser and overview, utilizing Microsoft PowerPoint and Word skills.

du Pasquier & Co., Inc.: Financial Analyst Intern New York City May 2012 ? Oct 2012

? Conducted financial analysis and data mining of 30+ public companies in various industries utilizing Excel skills and Bloomberg database service

Team DeedCast, LLC: Financial Advisor Intern New York City Sep 2011 ? Jan 2012

? Assisted with overall data collection, financial analysis and financial projections for Team DeedCast, built strong analytical and quantitative skills.

Nan Hua Futures: Trainee Broker/Regional Management Trainee Hangzhou, China Jul 2009 ? Aug 2009

? Contacted and communicated with 400+ enterprise investors by phone and visited 10 large potential investors in person to promote the access to the futures market in order to manage their materials risk

Guosen Securities: Reference Clerk Yiwu, China Jul 2007 ? Aug 2007

? Participated in the basic processes of information management, including account setting, data input, and electronic data checking for investor base of 500+

SKILLS & CERTIFICATIONS

? Excellent quantitative, analytical skills; exceptional problem-solving skills, excellent interpersonal and communications skills

? Familiar with different proprietary software and databases: Bloomberg, FactSet, S&P Capital IQ, Microsoft Office, @Risk, Decision Tree, etc.

? Language: Fluent in Mandarin and English

? Certifications: Series 7, Series 63 and Series 79 (CRD# 6176683)

? Patent: ?Three dimension ruler? for use in electronic commerce (Chinese Patent NO.Zl200820087570.9 - April 2009)

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