Highlights:

Skills:Financial Modeling, Financial Analysis, Equity Research, Investment Banking, Financial Accounting, Python, Teamwork, ESG

Finance Intern, Asset Management Group 01/2024 - current
GBCS Group, Rochester, New York United States
Industry: Asset Management
Grants management for business development, operation, financial planning and analysis.
• Managed grants for business development, operation, financial modeling and budget control for management and events.--
Finance Intern 02/2024 - current
10Power, Rochester, New York United States
Industry: Solar Energy
Financial analysis, modeling, project management, business development, for-profit B-crop.
• Assessed financial modeling, risk metrics analysis, revenue projection, and quick book accounting for $500M solar projects. • Executed financial project management through deal sourcing, project budgeting, process overlooking, and communication. • Coordinated indigenous and international teams with client meetings, business development, and grant applications.--
Equity Analyst, Healthcare Sector 09/2023 - current
Meliora Venture Fund, Rochester, New York United States
Industry: Investment Management
Healthcare equity research, portfolio construction, and investment recommendations.
• Analyzed equity in healthcare sector, focused on market cap over $100M, debt over $500M investment recommendations, implemented DCF and Multiples Methods to provide 10 years forecasting and valuations on the EPS and Free Cash Flow. • Advised in the managing of $0.9 million AUM student-led investment fund and enhancing its sustainability profile by 30%.--
Equity Research Intern, Computer Science Division 06/2022 - 10/2022
Sinolink Securities Co, Remote, United States
Industry: Financial Services
Constructed equity research, portfolio, different methods of valuation, and investment recommendations.
• Structured equity research in the SmartCity industry, developed financial guidance and metrics, forecasted ratings and EPS. • Implemented DCF and PEG valuation to coordinate operation analysis, investment thesis, catalyst, and potential risk. • Enhanced optimal investment portfolio with associates and contributed to 25% improvement in portfolio efficiency.--
ESG Index Intern, Index Development Division 08/2021 - 01/2022
Shenzhen Securities Information Co, Shenzhen, Guangdong China
Industry: Financial Services
ESG analysis, benchmarked index investment, market strategy and instruments.
• Developed ESG rating system through benchmarking and analyzing 200+ companies’ ESG survey results and profiles. • Spearheaded the construction of ESG index investment portfolio with a focus on renewable energy and healthcare sectors. • Secured and proposed investment instruments for ESG index trading and grading covering $1.5 billion ecosystem market. • Constructed the indexation investment pipelines, providing guidance of 15 themes, 32 sectors, and 200+ indexations.--
Investment Banking Analyst Intern 03/2021 - 08/2021
Wilson International Capital, Shenzhen, Guangdong China
Industry: Investment Banking
Equity research on digital payment, Bloomberg terminal, $250 million ABS deal.
• Led a team of 4 in compiling a comprehensive digital payment research report, using Bloomberg Terminal to conduct DCF and 3 statement valuations, cash flow forecasting analysis, and advice investment decisions to fund manager. • Developed roadshow slide decks, deal tracking, organize client meetings, and investment drafts to $250 million ABS deals.--
Investment Banking Summer Intern, Business Development Group 06/2019 - 09/2019
China Securities, Shenzhen, Guangdong China
Industry: Investment Banking
Biotechnology IPO, $120 million, due diligence, financial analysis.
• Negotiated in initiation of Biotechnology company IPO with capital raised of $120 million, excel due diligence, developed financial performance analysis, business visit, client meetings.--

Umass Amherst 08/2018 - 12/2022
Amherst, MA, United States
Degree: Bachelor's Degree
Major:Managerial Economics
• Academic Honors: Chancellor Reward Scholarship Recipient, Major GPA 3.67/4.0 • Core Courses: Managerial Economic, Industry Analysis, Anti-Trust Analysis, SaS and SQL Data Management • Member: Bio-tech Enterprise Business Development Associates, Entrepreneur Club Project Investment Associates

Moyang_Li_URSimon_2024 Simon_IB_FA_2024