Yuan Li

Angestellt, Financial Analyst – Real estate asset management team, Finch Properties

Frankfurt am Main, Deutschland

Fähigkeiten und Kenntnisse

• Real Estate Analyst with over two experience in
Cash flow modelling
Financial Analysis

Werdegang

Berufserfahrung von Yuan Li

  • Bis heute 3 Jahre und 8 Monate, seit Okt. 2020

    Financial Analyst – Real estate asset management team

    Finch Properties

    • Liquidity management Annual Budget setup, • Support in evaluation refurbishment project via verify payment plausibility; monitor project execution (in Time & Budget) • Update Business plan, support setup yield enhance & letting strategy via comparable lease analysis, engage in Acquisition & Disposition (e g. Cash Flow modelling, commercial DD, rental rent survey, rental space verify) • Create Performance report (quarterly) covering operation & finance KPIs (e g, NOI%, WALT, vacant, cash on cash)

  • Bis heute 6 Jahre und 5 Monate, seit Jan. 2018

    Portfolio Analyst – Corporate Real Estate Management

    GEA Group

    • Global real estate portfolio analysis and monitoring; interaction with regional portfolio managers and vendors(e.g. CBRE); preparation of portfolio reports • Implementation of real estate strategy; cash flow and sensitivity analysis (e.g. in North American & Latin American) • Market and location analysis via market intelligence and own judgment; implementation of portfolio measures (stay/go or buy/sale decisions) •

  • 6 Monate, Feb. 2017 - Juli 2017

    Intern – Corporate Finance / Mergers & Acquisitions

    Mayland AG

    • Preparation of teasers, presentations, info memos, data rooms; client meetings (partly with Chinese clients) • Financial analysis of companies, financial modelling and valuation (DCF and multiples) and sensitivity analysis • Search and read equity research, annual reports as well as market, industry and competitor analysis • Compiling long and short lists using various databases (e.g. “MARKUS” and Bundesanzeiger).

  • 6 Monate, Okt. 2014 - März 2015

    Intern – Portfolio Management

    Pramerica Real Estate International AG, Frankfurt

    •Ensuring the accuracy and consistency of a (new) cash flow model •Analysis of net operating income, weighted-average leas term, gross leasable area and other parameters •Developing a new VBA-based rent roll comparison application to monitor existing data •Supporting the transaction team in location analysis for European commercial real estate properties

  • 7 Monate, Sep. 2012 - März 2013

    Intern (placement) – Financial Controlling

    Alstom Information Systems and Technology SAS, Paris

    • Monitoring and controlling of operational costs of ongoing Alstom projects by using its proprietary tools • Business performance/variance analysis and recommendation of corrective actions • Preparation of interim/ad-hoc and monthly financial reports and particularly the annual report (end-March 2013) and participation in the annual budget process and quarterly forecasts

  • 3 Monate, Jan. 2011 - März 2011

    Intern (Placement as part of master program)

    APEX Fund Services

    Fund Administration and Accounting Department: Fund administration (fund transfer registration; accounting of client transactions) and KYC compliance / Responsible for fund administration and accounting as well as financial monitoring (focus on SICAVs) / Support of relationship management to institutional clients and private clients

  • 3 Jahre und 4 Monate, März 2004 - Juni 2007

    Investment Consultant and Project Manager

    Hunan Jinbang Investment Co. Ltd.

    Business Development Department: Supervised a team of four professionals / Provided consulting services to high net-worth individuals on investment opportunities and asset allocation, including Equities, Mutual Funds, Real Estate and other assets / Managed customer portfolios and conducted risk management on behalf of my customers / I was responsible for investment analysis through site inspections, analysis of reports on macroeconomic trends, sector and government policies / Prepared investment proposals

  • 1 Jahr, Juni 2003 - Mai 2004

    Assistant Analyst

    Jinzheng Consulting Company

    Research Department: Conducted research concerning publicly traded companies (annual reports, third party reports) / Collected industry and macroeconomic reports / Conducted enterprise valuations using peer groups and transaction multiples

Ausbildung von Yuan Li

  • 2 Jahre und 1 Monat, Okt. 2013 - Okt. 2015

    German as a Foreign Language

    Volkshochschule, Frankfurt, Germany

    Compulsory and government administered full-time course “German as a Foreign Language”

  • 1 Jahr und 3 Monate, Feb. 2012 - Apr. 2013

    Auditing and Controlling

    INSEEC Business School, Paris

    Curriculum includes Audit, Controlling, Budgeting, Cash Management, Taxation, Business Law, Reporting and Accounting (IFRS) and Financial Markets; entirely taught in French

  • 1 Jahr und 7 Monate, Okt. 2009 - Apr. 2011

    Finance & Commercial Banking

    Reims Management School (now NEOMA Business School), Reims, France

    • Master program reflected CFA-level 1 & 2; curriculum included Financial Analysis, Accounting (IFRS and US GAAP), Corporate Finance, Portfolio Management, Derivatives, Equity Investments and Alternative Investments • Final grade: GPA of 3.3 (on a four-point scale)

  • 3 Jahre und 10 Monate, Sep. 1999 - Juni 2003

    Bachelor (4-year degree) in Civil Engineering

    WuHan Institute of Technology . Wuhan, China

    • Program focused on construction; member of the university’s mathematical modelling club • Final grade: GPA of 3.3 (on a four-point scale)

Sprachen

  • Englisch

    Fließend

  • Französisch

    Gut

  • Chinesisch

    Muttersprache

  • Deutsch

    Gut

Interessen

Tennis
Volleyball and Travelling

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