Shiyao_Li_Resume
Shiyao (Bill) Li
New York, NY | ------------ | ------------
EDUCATION
Case Western Reserve University Cleveland, Ohio
Master of Science in Finance 08/2017 � 05/2019(Expected)
� Relevant Coursework: Corporate Financial Analysis, Financial Modeling, Investment Management, Fixed Income Analysis, Quantitative Risk Modeling, Corporate Risk Management, Financial Analytics and Banking
Fudan University Shanghai, China
Bachelor; Major in International Economics and Trading 09/2013 � 06/2017
� Relevant Coursework: Econometrics, Monetary Economics, Mathematical Statistics, Investments
PROFESSIONAL EXPERIENCE
KWAY CAPITAL Cleveland, Ohio
Private Equity Intern 08/2018 � 02/2019
� Facilitated 3 cross-border M&A deals focused in specialty chemical industry by assisting in the origination and execution of financial advisory assignments
� Performed confirmatory due diligence on 10 specialty chemical companies, collected and sorted financials of comparable companies on WIND and Bloomberg, adhered to best practices in development of valuation methodologies, applied valuation models using DCF and comparable multiples methods in Excel, and reported valuation model limits to the supervisor
� Independently conducted extensive industry research for electric car charging market and helped the supervisor make investment decision; Prepared over ten company profiles for execution efforts and over five investor teasers used in presentations to LPs
HAITONG SECURITIES COMPANY Shanghai, China
Equity Research Intern (Transportation Sector) 05/2018 � 08/2018
� Assisted in drafting weekly equity research reports, tracked public company equity price, industry news and relative commodity prices on a daily basis
� Independently completed a comprehensive equity research report of a leading public company in the highway industry, analyzed key financials including revenue, cash and income projections and developed valuation models, and report being used by senior colleagues
� Completed an airline companies research including calculations of flights quantity, seats quantity and analysis of operational issues and future financials projection by Excel
OCBC WING HANG BANK (CHINA) Shanghai, China
Investment Banking Analyst Intern 03/2016 � 10/2016
� Facilitated five M&A projects (both buyside and sellside) by assisting the supervisor in preparing equity research, industry analysis, valuation and presentations, covering multiple geographies and industries, such as energy and transportation in Singapore, etc.
� Analyzed financial data (profit margin, EBITDA and etc.) using WIND and applied financial model using Excel for target companies based in Singapore; Conducted comprehensive industry analysis of more than 20 companies requested by clients; Performed enterprise financial analysis, business surveys and industry researches
� Drafted documents including investment teasers, company profiles and meeting minutes for client presentations
PROJECTS
R&D department Valuation Project 12/2018 � 03/2019
� Responsible for advising client on the valuation of the R&D department due to corporate restructuring
� Discussed the core business of the valuation target with senior team and screened comparable companies using multiple criteria including market capitalization, business description, industry classification and company status
� Built valuation models using discounted cash flow (DCF) analysis and comparable company analysis
� Presented the financial model and valuation result in a live meeting for final review
SKILLS, ACTIVITIES & HOBBIES
Languages: Bilingual in Chinese and English; Proficiency in Shanghai dialect
Technical Skills: Microsoft Office Excel, Word, PowerPoint, SAS, Python, Bloomberg, WIND
Certifications & Training: CFA II candidate, FRM II candidate, Securities practice qualification (China)
Activities: Junior Achievements Volunteer Teaching in USA, Volunteer Teaching in Rural Areas in China
Hobbies: Karate, Cooking, Drum, Movies, Video Games
Shiyao (Bill) Li
New York, NY | ------------ | ------------
EDUCATION
Case Western Reserve University Cleveland, Ohio
Master of Science in Finance 08/2017 � 05/2019(Expected)
� Relevant Coursework: Corporate Financial Analysis, Financial Modeling, Investment Management, Fixed Income Analysis, Quantitative Risk Modeling, Corporate Risk Management, Financial Analytics and Banking
Fudan University Shanghai, China
Bachelor; Major in International Economics and Trading 09/2013 � 06/2017
� Relevant Coursework: Econometrics, Monetary Economics, Mathematical Statistics, Investments
PROFESSIONAL EXPERIENCE
KWAY CAPITAL Cleveland, Ohio
Private Equity Intern 08/2018 � 02/2019
� Facilitated 3 cross-border M&A deals focused in specialty chemical industry by assisting in the origination and execution of financial advisory assignments
� Performed confirmatory due diligence on 10 specialty chemical companies, collected and sorted financials of comparable companies on WIND and Bloomberg, adhered to best practices in development of valuation methodologies, applied valuation models using DCF and comparable multiples methods in Excel, and reported valuation model limits to the supervisor
� Independently conducted extensive industry research for electric car charging market and helped the supervisor make investment decision; Prepared over ten company profiles for execution efforts and over five investor teasers used in presentations to LPs
HAITONG SECURITIES COMPANY Shanghai, China
Equity Research Intern (Transportation Sector) 05/2018 � 08/2018
� Assisted in drafting weekly equity research reports, tracked public company equity price, industry news and relative commodity prices on a daily basis
� Independently completed a comprehensive equity research report of a leading public company in the highway industry, analyzed key financials including revenue, cash and income projections and developed valuation models, and report being used by senior colleagues
� Completed an airline companies research including calculations of flights quantity, seats quantity and analysis of operational issues and future financials projection by Excel
OCBC WING HANG BANK (CHINA) Shanghai, China
Investment Banking Analyst Intern 03/2016 � 10/2016
� Facilitated five M&A projects (both buyside and sellside) by assisting the supervisor in preparing equity research, industry analysis, valuation and presentations, covering multiple geographies and industries, such as energy and transportation in Singapore, etc.
� Analyzed financial data (profit margin, EBITDA and etc.) using WIND and applied financial model using Excel for target companies based in Singapore; Conducted comprehensive industry analysis of more than 20 companies requested by clients; Performed enterprise financial analysis, business surveys and industry researches
� Drafted documents including investment teasers, company profiles and meeting minutes for client presentations
PROJECTS
R&D department Valuation Project 12/2018 � 03/2019
� Responsible for advising client on the valuation of the R&D department due to corporate restructuring
� Discussed the core business of the valuation target with senior team and screened comparable companies using multiple criteria including market capitalization, business description, industry classification and company status
� Built valuation models using discounted cash flow (DCF) analysis and comparable company analysis
� Presented the financial model and valuation result in a live meeting for final review
SKILLS, ACTIVITIES & HOBBIES
Languages: Bilingual in Chinese and English; Proficiency in Shanghai dialect
Technical Skills: Microsoft Office Excel, Word, PowerPoint, SAS, Python, Bloomberg, WIND
Certifications & Training: CFA II candidate, FRM II candidate, Securities practice qualification (China)
Activities: Junior Achievements Volunteer Teaching in USA, Volunteer Teaching in Rural Areas in China
Hobbies: Karate, Cooking, Drum, Movies, Video Games