Michelle Li

Corporate Strategy Analyst at Futu Holdings Limited
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Contact Information
us****@****om
(386) 825-5501
Location
CN
Languages
  • Chinese (Simplified) Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Cantonese Limited working proficiency
  • Russian Elementary proficiency

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Credentials

  • CFA Level 2
    CFA Institute
    Jan, 2021
    - Nov, 2024
  • CISI Level 4 Diploma in Investment Advice (Retail Advice & Planning)
    Chartered Institute for Securities & Investment
    Jan, 2019
    - Nov, 2024
  • Securities Practitioner Qualification Exam
    Securities Association of China
    Jun, 2017
    - Nov, 2024

Experience

    • Hong Kong
    • Financial Services
    • 100 - 200 Employee
    • Corporate Strategy Analyst
      • Aug 2022 - Present

  • IRI Consulting
    • Beijing, China
    • Associate Consultant
      • 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.

    • China
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Investment Banking Summer Associate
      • Aug 2020 - Nov 2020

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Summer Intern
      • 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

    • China
    • Investment Management
    • 1 - 100 Employee
    • Summer Equity Analyst
      • 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;

    • United States
    • Financial Services
    • 700 & Above Employee
    • Asset Management Intern
      • 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%).

Education

  • London Business School
    Masters in Financial Analysis, Finance
    2019 - 2020
  • UCL
    BSci Information Management for Business, Business Administration and Management
    2016 - 2019

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