Experience

  • Senior Analyst

    at Carlyle

    January 2019 - at Present

    London

    • Analyze investment opportunities, including valuation, due diligence, and creating investment memos • Execute over £200m transactions YTD, including co-investment, primary and secondary deals • Monitor existing investments and participate in deal sourcing; Sourced £1bn+ secondary opportunities • Support marketing and capital raising activities for prospective investors

  • Long / Short Equity Analyst

    at SPX Capital

    June 2018 - September 2018

    London

    • Conducted industry research on US media sector, reviewed equity research and recent news on each company, analysed each company’s 5 yr historical financials for each quarter and the fiscal year, and evaluated analysts’ consensus forecasts • Developed financial models for detailed equity valuation via comparable, DCF and precedent transaction methods and created pro forma operating model to monitor post-acquisition performance • Wrote a full initiation report and presented investment ideas to the investment committee

  • Research & Investment Analyst

    at Aviva Investors

    October 2015 - September 2017

    London

    • Performed DCF modelling for property appraisals and prepared investment memorandums for pan-European investment opportunities • Prepared pitch books and marketing materials for business development, resulting in €60m external funds investing to Aviva European real estate fund • Developed investment strategies, including producing a real estate multi-assets fund strategy and US REITs thematic investing strategy

Education

  • Master

    at University of Cambridge

    2017 - 2018 (1 year) Cambridgeshire

  • MSc in Real Estate Investment

    at Cass Business School

    2014 - 2015 (1 year) London

  • BSc Public Administration

    at Huazhong University of Science and Technology

    2009 - 2013 (4 years) Hubei Sheng

Languages

  • English Negotiation

  • Chinese Native

  • Swedish Elementary

Hives