Profile
Yifei B. - 16464 Investment Analyst from Canada
Completed
0
Assigned
0
Invites
0
Posted
0
Payments
$0.00
Rate/hr
$33.11
User ID
Yifei B. - 16464
Toronto, Canada
10:56 AM, GMT -05:00

Yifei B. - 16464 Investment Analyst from Toronto

About

During my current role at J17 Capital for almost two years and previous related working experience, my highlighted capacities are as followed: • Due diligence: Evaluating potential investment opportunities by conducting in-depth research, developing different investment criteria to perform financial analysis, and preparing investment memorandum for our IC. • Financial modeling/Valuation: Identifying the comparable for similar companies and building complex valuation models and with the flexibility to justify various scenarios. • Deal execution: Assisting with overall like negotiation of the term sheet, SPA, LPA. In terms of my academic background, I’ve already passed CFA level II and all levels of FRM (Financial Risk Management), which make me believe that my education has allowed to perfect my skills as an investment analyst and as a team player. I possess an impeccable work ethic and can meet tight deadlines.
Occupation

Investment Analyst

Work experience
2021 - Present
Investment Associate
J17 Capital
2021 - 2021
Investment Analyst
Gazelle Capital
2017 - 2018
Business Analyst
Hygeia Capital
2017 - 2017
Operation Analyst
Hang Seng Bank Wealth Management
Education
2018 - 2021
Concordia University
Master of Business Administration
2014 - 2018
Shanghai University of International Business and Economics
Bachelor of Economics
Calendar
December 2023
SU M TU W TH F SA
Available
Unavailable

Skills

Anti-Money Laundering
2 Y
Coronavirus
2 Y
Dashboards
2 Y
Derivatives
2 Y
Due Diligence
2 Y
Equities
2 Y
Equity Analysis
2 Y
Equity Securities
2 Y
Financial Analysis
2 Y
Financial Modelling
2 Y
Fixed Income
2 Y
FSA Know Your Client
2 Y
Integrated Regulatory Reporting
2 Y
Microsoft Excel
2 Y
Python Programming
2 Y
Risk Management
2 Y
Software as a Service
2 Y
Visual Basic for Applications
2 Y

Other skills

Brexit
Collateral Management

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