Yuan P.

Capital Management & Operation

Hands-on leadership in managing a team and supporting U.S. market expansion projects.

Direct Investment

Providing support to the Investment Directors; Participate in screening, analysis of inbound investment proposals and market intelligence (deal flow events, news monitoring, screening, etc.); Financial modeling and analysis as well as Market sector research; Develop flexible financial models and perform ad hoc financial forecasting, analyses, and modeling; Develop, conduct and coordinate financial analyses, reports, and presentations to facilitate making important business decisions; Conduct financial and business (e.g. industry analysis, competitive position, growth prospects) diligence and evaluate development strategies and business models; Performing valuations on a wide range of innovative industry sectors; Provide analytical support for the team and portfolio companies in post-investment monitoring and strategic discussions.

Work with the management team of portfolio companies on a case-by-case basis; Perform financial analysis, budgeting and track key performance indicators; Prepare regular reports on the operations, financing and other activities for the shareholders and the management team; Assist in the implementation of policies and procedures as and when required

Retrieved data and processed evidence-based IPO consulting service to clients within construction industries, IT infrastructure industry, apparel industry and catering industry in Hong Kong and China

Admitted with 100% merit scholarship covering tuition fees 2018/19

Admitted with full-tuition scholarship

Coursework: Investments, Derivatives Market, Strategic Management, and Ordinary Differential Equations