Private Equity Financial Analyst

YILIN (ANNIE) LI

** ******* ****, *** *** East Boston, MA 02128 617-***-**** **************@*****.*** EDUCATION

MIT SLOAN SCHOOL OF MANAGEMENT Cambridge, MA

Master of Finance, February 2019 2017 – 2019

• Coursework: Mergers and Buyouts, Corporate Finance, Corporate Financial Accounting, Asset Management and Retirement Finance, Business Analysis Using Financial Statements, Financial Markets, Finance Theory

• Clubs: VCPE Club, Investment Banking Club, Investment Management Club BOSTON UNIVERSITY COLLEGE OF ARTS AND SCIENCES (CAS) Boston, MA

• Bachelor of Arts, Pure and Applied Mathematics with minor in Art History 2013 – 2017

• GPA: 3.8/4.0, Magna cum laude

• Leadership: Selected Dean's Host, welcomed perspective students and promoted BU EXPERIENCE

AUDAX PRIVATE EQUITY GROUP Boston, MA

Financial Analyst – Valuation and Analytics Team May 2019 – Present

• Evaluate quarterly portfolio company performance by reviewing LBO models and sale valuations; Lead quarterly valuation meetings and report performance trend and valuation adjustments to senior management team

• Manage portfolio company metrics using iLevel and drive analytical and qualitative analyses

• Create presentations and investment summaries for annual limited partner meetings /semi-annual advisory board sessions

• Facilitate Investor Relations team in fundraising process, generate PE roadshow materials for prospect investors and respond to LP requests (e.g. Quarterly Performance Summary, Benchmark (PME) / Loss Ratio Analysis) CEPRES New York, NY

Private Equity Consulting Company for Institutional Clients July 2018 – August 2018 Private Equity Investment Intern

• Evaluated and recommended investment managers for institutional clients by analyzing performance, portfolio characteristics and quantitative risk factors

• Consulted endowment fund on emerging markets by analyzing 5k+ deals; investigated differences in duration, performance

(IRR, TVPI), default rate and investment stage focus across regions and evaluated financial crisis impact

• Conducted market research for a MBB consulting firm on 2k+ Private Equity Healthcare buyout deals on fund focus, deal characteristics, return attribution and subsectors; presented the final result to clients in a team of three AMINO CAPITAL Palo Alto, CA

Venture Capital Firm focused on AI and Technology May 2018 – July 2018 Venture Capital Investment Intern

• Performed due diligence on prospective AI & Blockchain investments by analyzing white papers and competitive advantages

• Sourced 10+ deals by contacting startups and incubators; monitored developments on existing portfolio companies

• Managed communications with Amino incubator project speakers and mentors to help launch initiative; organized series workshops in collaboration with team of 5

MIT SLOAN – MFS Boston, MA

Joint Finance Research Practicum January 2018

• Analyzed and presented the interaction between stock repurchases, P/B and monthly returns by running R logistics regressions

• Constructed factors by normalizing across Russell 1000 sectors and time to eliminate outliers (using Z-scoring) MIT SLOAN – BAIN & COMPANY Cambridge, MA

Joint Finance Proseminar in Investment Banking Fall 2017

• Built financial models in Excel to analyze 72 large take-privates during 2006-2007 using Bloomberg and CapitalIQ

• Created logistic regression in R and determined quantitative and qualitative factors that affected deal success

• Led team communications with Bain PE Group Founder and pitched findings; analysis included in 2018 Bain Annual Report ADDITIONAL INFORMATION

• Technical: iLevel, Factset, Capital IQ, Power BI, Preqin, R, LaTeX, Photoshop, Illustrator, Microsoft Office

• Languages: Mandarin, French

• Interests: Dragon Boat Racing (2nd place in 2019 Boston Dragon Boat Festival – Alumni Group), Photography, Tennis

Contact this candidate