Financial Analyst Executive

JERRARD (ZIQIAN) LI

******.*.**@*****.*** Phone: 518-***-****

Green Card Holder

EXPERIENCE

Wellington Shields New York, NY

Internship, Investment Banking Analyst Mar 2018 - May 2018

Conducted detailed research and industry analysis of drug addicted center and cannabis industry

Reached out to companies in those industries and provided them financial services like capital raising, mergers and acquisitions, or IPO services base on their current financial situation and business development plan New York Bay Capital, LLC New York, NY

Internship, Investment Banking Analyst Jan 2018 - Mar 2018

Evaluating prospective equity investments using valuation methods such as discounted cash flow, precedent transactions, accretion/dilution analysis, comparable company analysis and depreciation, working capital, debt schedule

Advanced in MS Excel including PivotTables, VLOOKUP, INDEX/MATCH, and Data Table

Regularly attending meetings and conference calls with firm’s clients, prospective clients, and their advisers

Drafting pitch books and investment memorandum

Cedar Street Capital, LLC New York, NY

Internship, Investment Banking Analyst Nov 2017 - Jan 2018

Supported group efforts to structure and execute pre-IPOs valuation for clients across sectors and transaction types

Conducted valuation analysis, including comparable companies, precedent transactions and discounted cash flow model

Developed merger models to analyze accretion and dilution in different scenarios for potential deals

Built financial models by projecting company’s income statement, cash flow statement and balance sheet, as well as depreciation, working capital and debt schedule

JGR Capital Partners New York, NY

Internship, Equity Research Analyst (Part Time-remote) Nov 2017- Jan 2018

Prepared financial forecasts and valuations for public and private companies using valuation methods such as discounted cash flow, comparable company analysis

Constructed financial models which were used to estimate a company future revenue growth, and bottom line profitability Marsh & McLennan Companies-Guy Carpenter New York, NY Internship, Strategic Advisory Executive Department Jun 2017 - Jul 2017

Performed peer bench marking analysis by comparing key ratios, i.e., loss/expense/ liquidity ratio, ROR

Identified key issues and key growth areas for clients including areas such as technology, product pricing, and marketing

Automated daily executive summary report from various data sources and sections by using VBA which significantly improved efficiency and reduced manual errors, eliminating one full-time headcount

Performed pricing and PNL models across product, customer, distribution channels, and geographies based on clients’ data

Conducted research on clients’ insurance program to provide strategic advice on various types of insurance policies

Prepared advisory proposal presentations for both existing and prospective clients Golden Mean Investment Management Guangzhou, China Internship, Equity Research and Financial Analyst Jun 2016 - Aug 2016

Identified company’s standardized returns and draw-down rates since 2008 by developing pivot tables and histograms

Risk Management: validated current leverage ratio for commodity future portfolio by using t-distribution and normal distribution, assuming 1/1000 probability of bankruptcy within one year

Applied Kelly Criteria model to maximize profit with limitation of bankruptcy

Reviewed new product agreements and conducted the cost and return analysis for daily operations Wall Street Trading, LLC New York, NY

Internship, Equity Active Trader Dec 2015 - Jan 2016

Conducted equity research on the U.S. stock market by using Thinkorswim platform

Forecast stock patterns and analyzed market direction and picked stocks using technical analysis EDUCATION

University of Connecticut Hartford, CT

Master of Science in Financial Risk Management Dec 2017 Core Courses: Regression Analysis, Value-at-Risk, Expected Shortfall, CAPM, DCF models, Monte Carlo Simulation, Black-Scholes University at Albany, SUNY Albany, NY

Bachelor of Science in Economics May 2016

Bachelor of Science in Mathematics and Statistic May 2016 SKILLS

Excel, VBA, R, Java, Word, Power Point, Bloomberg (BMC Certificate)

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