Michelle Li
Corporate Strategy Analyst at Futu Holdings Limited- Claim this Profile
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Chinese (Simplified) Native or bilingual proficiency
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English Native or bilingual proficiency
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Cantonese Limited working proficiency
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Russian Elementary proficiency
Topline Score
Bio
Credentials
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CFA Level 2
CFA InstituteJan, 2021- Nov, 2024 -
CISI Level 4 Diploma in Investment Advice (Retail Advice & Planning)
Chartered Institute for Securities & InvestmentJan, 2019- Nov, 2024 -
Securities Practitioner Qualification Exam
Securities Association of ChinaJun, 2017- Nov, 2024
Experience
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Futu Holdings Limited
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Hong Kong
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Financial Services
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100 - 200 Employee
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Corporate Strategy Analyst
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Aug 2022 - Present
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IRI Consulting
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Beijing, China
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Associate Consultant
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Feb 2021 - Jul 2022
- Labelled initiatives, codes of conduct and other self-regulatory mechanisms for chinese TMT companies - Compiled the Hydrogen industry development strategy that the Beijing Municipal Government adopted. The system became the national standard for the China 2021-2025 five years plan. - Advised on industry innovation and talent development program by assessing the state of import substitution industrialization program across sectors such as semiconductors, renewables energy, manufactures, CAD software. - Examined social, economic and political impact of Russia-Ukraine war on China based on commodities price indicators, supply-chain links and trade flows data.
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ATM Capital
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China
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Investment Banking Summer Associate
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Aug 2020 - Nov 2020
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Stanhope Capital Group
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United Kingdom
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Investment Management
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1 - 100 Employee
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Summer Intern
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Jun 2019 - Sep 2019
• Deal Analysis: Supported a £70m leverage buy-out deal in developing operation forecast, DCF models, preparing debt raising roadshow materials and pitch book, conducted feasibility plan after studying the cases investigating European debt financing deals from 2016-2019 • Due Diligence: Executed sourcing and assessment of business plans for series A start-ups up to EUR 5m within the European TMT industry, provided scenario testing, valuation and prepared due diligence question list • Thematic Research: Conducted the research on US – China Trade War and Chinese onshore bond market, presented the result to the investment committee and the recommended 4 ETF correspondingly • Operation Enhancement: Shortened quarterly client’s portfolio reporting process via building spreadsheets with Morningstar terminal and Excel VBA
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长金投资 Changjin Investment
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China
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Investment Management
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1 - 100 Employee
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Summer Equity Analyst
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Jul 2017 - Sep 2017
• Equity Research: Conducted equity research on A-shares companies in the industries of food & beverages, and real estate, wrote quarterly reports, and followed the implementation of company policies; • IR Support: Developed fundraising materials, prospectus and investor legal documentation for institutional and retail clients; • Equity Research: Conducted equity research on A-shares companies in the industries of food & beverages, and real estate, wrote quarterly reports, and followed the implementation of company policies; • IR Support: Developed fundraising materials, prospectus and investor legal documentation for institutional and retail clients;
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Citi
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United States
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Financial Services
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700 & Above Employee
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Asset Management Intern
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Jul 2014 - Aug 2014
Led a team of six to design a marketing strategy for a Citi credit card package and won the first prize; Winner of Best Trainee for Outstanding Performance in Citibank Young Talent Program (top 5%). Led a team of six to design a marketing strategy for a Citi credit card package and won the first prize; Winner of Best Trainee for Outstanding Performance in Citibank Young Talent Program (top 5%).
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Education
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London Business School
Masters in Financial Analysis, Finance -
UCL
BSci Information Management for Business, Business Administration and Management