Real Estate Assistant

Shizhe Li

**** ******* ******, ********, ** ***** • ******.***@*****.*** • 617-***-****

EDUCATION

Brandeis University, International Business School Waltham, MA

Master of Arts in International Economics and Finance GPA, 3.6/4.0 08/2012-05/2014

Teaching Assistant: “Venture Capital and Entrepreneurial Finance”, “Foundations of Econometrics”, “Foundations of Statistics”

Co-president, Analysis Tool Club Member, Consulting Club Member, Global Markets Investment Club

Core Courses: Managerial Accounting, International Corporate Finance, Investments, Financial Modeling, Fixed Income Securities,

Options and Derivatives, Forecasting in Economics and Finance, Private Equity, Fundamentals of Real Estate and Analyzing Big Data

Beijing Foreign Studies University Beijing, China

B.A. in English Literature GPA, 3.6/4.0 & B.S. in Economics GPA, 3.86/4.0 09/2008-07/2012

Research Assistant: “Private Equity” and “Mergers & Acquisition”

2009: National Encouragement Scholarship (top 4%); 2010: First–class Academic Scholarship (top 8%)

EXPERIENCE

Beamonte Investments Boston, MA

09/2014-Present

Private Equity Analyst Intern, Portfolio Management Team

• Construct flexible financial models and perform ad hoc financial forecasting, analysis and modeling with Excel

• Value each portfolio company with discounted cash flow, guideline public company, and transaction method

• Work directly with managing director to prepare cash flow, NPV and IRR analysis for portfolio companies ($25 million AUM)

• Conduct due diligence to pitch a merger deal, analyze financial statements and evaluate financial performance to develop

acquisition strategy

• Build models (accretion/dilution M&A) from scratch to quantitatively evaluate the merger deal

• Assist with authoring investment analysis presentations, white paper, valuation reports, memorandum and LOIs

Dezan Shira & Associates Boston, MA

Consulting Field Project, Student Consultant, Brandeis University 01/2014-05/2014

• Synthesized Chinese market research data and information on regulatory, accounting, tax, payroll issues for foreign companies

• Created partner selection criteria, and researched data by the criteria and added over 100 firms to strategic partnership database

• Conducted competitor analysis, illustrating market position and developed best strategy to target 5% additional market share

• Designed and launched a survey on over 100 U.S.-based multinationals and achieved 20% response rate

• Conducted advanced statistical analysis on collected data of survey, tailoring services to meet the needs of potential customers

Wuhan Science & Technology Credit Guaranty Co., Ltd Wuhan, China

08/2011-09/2011

Summer Analyst, Credit Risk Department

• Analyzed financial statements and credit worthiness of potential clients with ratio and trend analysis

• Visited 5 high-tech enterprises and assisted supervisor to negotiate with managers and earn $2.5 million business

Bank of New York Mellon Corporation Beijing, China

01/2011-02/2011

Winter Analyst, Global Client Management

• Reported regulatory policies and trends analysis and economic analysis for supervisor to adjust investment decision

• Compiled daily and weekly market updates about the banking sector, hedge funds, and QFII for institutional clients

• Led team of five to successfully organize Investors Relations Seminar; contacted and communicated with over 80 clients

BRANDEIS PROJECTS

Economic Forecasting Project (Matlab Programming) 02/2013-05/2013

• Used data diagnostics and data transformation to analyze the statistics of Dow Jones Industrial Average Index

• Analyzed historical data in Matlab with statistical models such as trend, seasonality, cycle, ARMA and VAR

Equity Research (Valuation of Southwest Airlines) 10/2012-12/2012

• Performed Porter 5 Forces Analysis to understand airline industry and developed set of market peer group companies

• Reviewed 10-K with analysis via Z-Score and Ratio Analysis; valued Southwest Airlines using two techniques: Multiples

Valuation and Income Method (DCF analysis)

SKILLS & INTERESTS

Certificate CFA Level II Candidate

PC Skills Proficiency in Excel, Word, PowerPoint, Bloomberg, Capital IQ, SQL, SPSS, SAS, Matlab, Eviews and Argus

Other Skills Financial Statement Analysis, Data Analysis, Real Estate Cash Flow Analysis, Financial Modeling and Valuation

Languages Fluent English, Basic French, Native Mandarin

Hobbies Piano, Calligraphy, Swimming, Dancing, Reading (Jane Austen), Travelling, Poetry

Contact this candidate