Yuan Li
Angestellt, Financial Analyst – Real estate asset management team, Finch Properties
Frankfurt am Main, Deutschland
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