Xin (Leona) Li *** Knox Ave, Unit B

Cliffside Park, NJ 07010

adjk07@r.postjobfree.com 201-***-****

WORK EXPERIENCE

C-Star SFR Advisors

Investment Associate

New York, NY

Sep 2018 – Present

• C-Star SFR Advisors is a technology-driven real estate private equity firm with focus on single family rental assets across the US

• Initiated key selling points such as “why single family rental investment is better” and “why invest now;” led the preparation of various market materials, including a 50-page investor presentation, to support fundraising activities

• Led underwriting of new assets and conducted financial analysis of investment opportunities by analyzing rent yield, operating income, cash yield, and property conditions

• Managed financing and refinancing process to procure leverage for fund investments, including preparing loan documents and compiling portfolio performance; successfully completed four refinancing transactions

• Created detailed comp analysis for existing portfolios quarterly and update the valuation of portfolios and fund NAV

• Closely monitored housing market performance such as housing inventory, rental inventory, housing price and rent; summarized key findings and prepared weekly investor update

• Conducted research on home value and rent of invested markets; compiled quarterly investor presentation for investors to provide insights on market and portfolio performance, and operation overview

• Coordinated with property management team via AppFolio on rental listing, property repairs, tenant screening, billing and payment and communicated key findings to senior leadership

• Support asset management of fund investments, including managing relationships with lenders, attorneys, and other third-party service providers

Shanghai Elegant Investment

Associate, Equity Trading

Shanghai, China

Sep 2014 – Apr 2017

• Shanghai Elegant Investment is a leading mutual fund based in Shanghai with over 4 billion RMB in AUM

• Led transaction execution for 7 equity fund products; performed in-depth technical analysis on stock markets and specific stocks using Wind and established customized trading strategies

• Monitored order flows and executed daily stocks for portfolio managers in a timely and economical manner; ensured “best execution” policies across the team

• Provided abbreviated daily morning updates on market performance and key market data to portfolio managers, gathered and evaluated industry and company updates and highlighted upcoming and live trading risks and catalysts for portfolio managers to make better investment decisions

• Prepared weekly internal reports summarizing analysis findings for partners, including major sector market performance, product performance, and analysis of sources of profit and loss

• Managed monthly performance evaluation of traders and generated daily P&L reports and portfolio manager performance reports for fund partners; winner of the Employee of the Year 2016 EDUCATION

State University of New York at Buffalo

Master of Science in Finance

Buffalo, NY

Aug 2012 – Feb 2014

• Cumulative GPA: 3.95/4.00; Honors: Award of Excellence in Growth & Team Building (2 out of 44)

• Relevant Coursework: Investment Management, M&A, Financial Statement Analysis, Institution Investment Donghua University

Bachelor of Science in Economics, Concentration in Finance Shanghai, China

Aug 2008 – Jun 2012

• Cumulative GPA: 3.40/4.00; Minor in English Language and Literature; Minor GPA: 87.5/100.0

• Honors: Merit-based Scholarship, Excellent Learner Award ADDITIONAL INFORMATION

Languages:

Computer:

Certifications:

Interests:

Fluent in Mandarin

Proficient in Excel, PowerPoint, Word, Capital IQ, AppFolio Passed all three levels of CFA

Travel, Hiking, Camping, East Asian Fashion, Japanese Cuisine

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