Lee Fong
Analyst at Masdar (Abu Dhabi Future Energy Company)- Claim this Profile
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English Native or bilingual proficiency
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Mandarin Elementary proficiency
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Cantonese Elementary proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Valuation Modeling Course
Wall Street OasisJan, 2022- Nov, 2024 -
Excel Modeling Course
Wall Street OasisJul, 2021- Nov, 2024 -
PowerPoint for Finance Course
Wall Street OasisJul, 2021- Nov, 2024 -
LBO Modeling Course
Wall Street OasisJan, 2021- Nov, 2024 -
M&A Modeling Course
Wall Street OasisJan, 2021- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPDec, 2020- Nov, 2024 -
Financial Statement Modeling Course
Wall Street OasisDec, 2020- Nov, 2024 -
Financial Modeling Foundations
LinkedInApr, 2020- Nov, 2024 -
Learning Java
LinkedInApr, 2020- Nov, 2024 -
Python Essential Training
LinkedInApr, 2020- Nov, 2024 -
Engineer-in-Training
Board for Professional Engineers, Land Surveyors, and GeologistsJun, 2017- Nov, 2024
Experience
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Masdar (Abu Dhabi Future Energy Company)
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United Arab Emirates
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Renewable Energy Semiconductor Manufacturing
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400 - 500 Employee
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Analyst
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Sep 2023 - Present
Investment advisory and asset-management services for renewable-energy assets. Behind-the-Meter deal with a public, data-center company, for a 273-MW wind site: • Developed slides for the deal's pitch deck presented to the investment committee. •• Leveraged tools such as S&P Capital IQ Platform. • Quantified site/project cost of selling energy at negative pricing. Restructuring of revenue streams and tax-equity agreement for a 500-MW+, distressed set of wind… Show more Investment advisory and asset-management services for renewable-energy assets. Behind-the-Meter deal with a public, data-center company, for a 273-MW wind site: • Developed slides for the deal's pitch deck presented to the investment committee. •• Leveraged tools such as S&P Capital IQ Platform. • Quantified site/project cost of selling energy at negative pricing. Restructuring of revenue streams and tax-equity agreement for a 500-MW+, distressed set of wind assets: • Behind-the-Meter deal to improve revenues and cash flow • PAYGO restructuring, coordinated with tax-equity investor Budget-comparison analysis for a 243-MW wind site: • Compared 2 budget options, focusing on the differences between principle factors such as availability, production revenue, hedge fulfillments, operating expenses, and EBITDA. • Quantified the difference in EBITDA impact between 2 different O&M-service solutions. • Prepared slides of the analysis for an executive-committee presentation. Monthly reporting on a $1B+ portfolio, used for executive-level presentations and summaries: • Calculate key performance metrics (financial and physical), using inputs including Income Statements and Balance Sheets. •• IRRs and NAVs • Develop slides for the presentations. Produce snapshot summaries on companies that Masdar conducts transactions with. • Leverage tools such as S&P Capital IQ Platform. Show less Investment advisory and asset-management services for renewable-energy assets. Behind-the-Meter deal with a public, data-center company, for a 273-MW wind site: • Developed slides for the deal's pitch deck presented to the investment committee. •• Leveraged tools such as S&P Capital IQ Platform. • Quantified site/project cost of selling energy at negative pricing. Restructuring of revenue streams and tax-equity agreement for a 500-MW+, distressed set of wind… Show more Investment advisory and asset-management services for renewable-energy assets. Behind-the-Meter deal with a public, data-center company, for a 273-MW wind site: • Developed slides for the deal's pitch deck presented to the investment committee. •• Leveraged tools such as S&P Capital IQ Platform. • Quantified site/project cost of selling energy at negative pricing. Restructuring of revenue streams and tax-equity agreement for a 500-MW+, distressed set of wind assets: • Behind-the-Meter deal to improve revenues and cash flow • PAYGO restructuring, coordinated with tax-equity investor Budget-comparison analysis for a 243-MW wind site: • Compared 2 budget options, focusing on the differences between principle factors such as availability, production revenue, hedge fulfillments, operating expenses, and EBITDA. • Quantified the difference in EBITDA impact between 2 different O&M-service solutions. • Prepared slides of the analysis for an executive-committee presentation. Monthly reporting on a $1B+ portfolio, used for executive-level presentations and summaries: • Calculate key performance metrics (financial and physical), using inputs including Income Statements and Balance Sheets. •• IRRs and NAVs • Develop slides for the presentations. Produce snapshot summaries on companies that Masdar conducts transactions with. • Leverage tools such as S&P Capital IQ Platform. Show less
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NextEra Energy Resources
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United States
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Utilities
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700 & Above Employee
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Business Management Analyst
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Jul 2022 - Sep 2023
Provided broad support for the comprehensive management of $1B+ portfolio of renewable-energy assets: solar, wind, and battery/storage, with cumulative gross generation of 1000's of MW's. • Cross-departmental coordination to leverage expertise of internal subject-matter experts, to optimize, enhance, and expand the portfolio. • Coordination with departments such as legal, accounting, corporate development, engineering, and investor relations. Specific examples of portfolio… Show more Provided broad support for the comprehensive management of $1B+ portfolio of renewable-energy assets: solar, wind, and battery/storage, with cumulative gross generation of 1000's of MW's. • Cross-departmental coordination to leverage expertise of internal subject-matter experts, to optimize, enhance, and expand the portfolio. • Coordination with departments such as legal, accounting, corporate development, engineering, and investor relations. Specific examples of portfolio management: 1) Analysis for decommissioning of underperforming wind and solar assets, which had been suffering net losses of $1M+/year per asset. • Evaluated assets' financial statements and constructed corresponding financial models to support decommissioning decisions. • Assessed alternative uses for assets' land, including transforming a wind farm into a storage site. • Presented analysis results to upper management. 2) Collaboration with asset-onboarding team to onboard wind assets with cumulative gross generation of 100s of MWs. 3) Curtailment analysis to support recovery of $10M's of lost revenue. • Developed curtailment-data models from scratch in Excel, incorporating various, large data sets. • Mentored fellow analyst in the use and construction of the curtailment Excel models. 4) Due diligence for evaluating acquisition of $1B+ portfolio of renewable-energy assets. • Evaluated assets' Purchase Power Agreements; Generator Interconnection Agreements; and financial and valuation models. • Modified seller's financial and valuation models to reflect historical performances of assets; evaluated model's projections in light of historical performances. •• Constructed and then added Income Statements displaying the historical performances. 5) Evaluation of lease agreement for wind asset with gross generation of 100s of MWs. • Interpreted agreement to support decision to add storage assets to wind-asset site. Show less Provided broad support for the comprehensive management of $1B+ portfolio of renewable-energy assets: solar, wind, and battery/storage, with cumulative gross generation of 1000's of MW's. • Cross-departmental coordination to leverage expertise of internal subject-matter experts, to optimize, enhance, and expand the portfolio. • Coordination with departments such as legal, accounting, corporate development, engineering, and investor relations. Specific examples of portfolio… Show more Provided broad support for the comprehensive management of $1B+ portfolio of renewable-energy assets: solar, wind, and battery/storage, with cumulative gross generation of 1000's of MW's. • Cross-departmental coordination to leverage expertise of internal subject-matter experts, to optimize, enhance, and expand the portfolio. • Coordination with departments such as legal, accounting, corporate development, engineering, and investor relations. Specific examples of portfolio management: 1) Analysis for decommissioning of underperforming wind and solar assets, which had been suffering net losses of $1M+/year per asset. • Evaluated assets' financial statements and constructed corresponding financial models to support decommissioning decisions. • Assessed alternative uses for assets' land, including transforming a wind farm into a storage site. • Presented analysis results to upper management. 2) Collaboration with asset-onboarding team to onboard wind assets with cumulative gross generation of 100s of MWs. 3) Curtailment analysis to support recovery of $10M's of lost revenue. • Developed curtailment-data models from scratch in Excel, incorporating various, large data sets. • Mentored fellow analyst in the use and construction of the curtailment Excel models. 4) Due diligence for evaluating acquisition of $1B+ portfolio of renewable-energy assets. • Evaluated assets' Purchase Power Agreements; Generator Interconnection Agreements; and financial and valuation models. • Modified seller's financial and valuation models to reflect historical performances of assets; evaluated model's projections in light of historical performances. •• Constructed and then added Income Statements displaying the historical performances. 5) Evaluation of lease agreement for wind asset with gross generation of 100s of MWs. • Interpreted agreement to support decision to add storage assets to wind-asset site. Show less
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NextGen Growth Partners
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United States
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Investment Management
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1 - 100 Employee
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Private Equity Fall MBA Associate
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Sep 2021 - Nov 2021
MBA Associate internship for Fall 2021: Entrepreneurship-Through-Acquisition private equity. Supervised and coordinated with 1 undergraduate intern to produce niche-industry investment-research reports; utilized SourceScrub and S&P Capital IQ databases, along with other research methods, to determine the following: • Historical and future growth • Market size • Primary revenue streams • Cost structure and profit margin • Headwinds, tailwinds, and disruptive trends •… Show more MBA Associate internship for Fall 2021: Entrepreneurship-Through-Acquisition private equity. Supervised and coordinated with 1 undergraduate intern to produce niche-industry investment-research reports; utilized SourceScrub and S&P Capital IQ databases, along with other research methods, to determine the following: • Historical and future growth • Market size • Primary revenue streams • Cost structure and profit margin • Headwinds, tailwinds, and disruptive trends • Porter's 5 Forces • Key players • Segmentation and regulation • Business models • Potential target companies and relevant precedent transactions Developed theses and provided recommendations for acquiring potential target companies which met the following criterion: • $5 - $50 million in annual revenue • $1 - $5 million in annual cash flow • Track record of consistent revenues and profitability • In need of full succession plan or augmentation to the management team • Seeking full or partial liquidity to diversify wealth • Looking to surround the business with experienced, committed advisors Show less MBA Associate internship for Fall 2021: Entrepreneurship-Through-Acquisition private equity. Supervised and coordinated with 1 undergraduate intern to produce niche-industry investment-research reports; utilized SourceScrub and S&P Capital IQ databases, along with other research methods, to determine the following: • Historical and future growth • Market size • Primary revenue streams • Cost structure and profit margin • Headwinds, tailwinds, and disruptive trends •… Show more MBA Associate internship for Fall 2021: Entrepreneurship-Through-Acquisition private equity. Supervised and coordinated with 1 undergraduate intern to produce niche-industry investment-research reports; utilized SourceScrub and S&P Capital IQ databases, along with other research methods, to determine the following: • Historical and future growth • Market size • Primary revenue streams • Cost structure and profit margin • Headwinds, tailwinds, and disruptive trends • Porter's 5 Forces • Key players • Segmentation and regulation • Business models • Potential target companies and relevant precedent transactions Developed theses and provided recommendations for acquiring potential target companies which met the following criterion: • $5 - $50 million in annual revenue • $1 - $5 million in annual cash flow • Track record of consistent revenues and profitability • In need of full succession plan or augmentation to the management team • Seeking full or partial liquidity to diversify wealth • Looking to surround the business with experienced, committed advisors Show less
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Anise Capital
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United States
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Investment Management
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1 - 100 Employee
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Private Equity Summer Analyst
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Apr 2021 - Aug 2021
Summer Analyst internship in boutique private equity. Valuation and financial modeling for multimillion-dollar, commercial and residential real-estate portfolio. • Example property from the portfolio: http://www.toledowalls.com/#anchor-situation Capital raising for multimillion-dollar office tower in Ohio. • Networked with, pitched the investment concept to, and sent the offering memo to family offices and real-estate investment firms. • Collaborated with the managing… Show more Summer Analyst internship in boutique private equity. Valuation and financial modeling for multimillion-dollar, commercial and residential real-estate portfolio. • Example property from the portfolio: http://www.toledowalls.com/#anchor-situation Capital raising for multimillion-dollar office tower in Ohio. • Networked with, pitched the investment concept to, and sent the offering memo to family offices and real-estate investment firms. • Collaborated with the managing partner and an associate to develop and manage the project's CRM database. Reviewed and edited pitchbooks for SPAC IPO's with deal sizes in excess of $100 million. Research: • due diligence on local markets for real-estate portfolio • deal flow for European and Israeli SPAC IPO's For shopping-plaza property in real-estate portfolio, reviewed and summarized data-analytics reports on shopping-plaza demographics. • Summaries used by associates to develop marketing strategies for networking with prospective tenants. Wrote news articles for the company website, under the supervision of associates. • Example: http://www.anisecapital.com/news/experts-shopping-center-art/ Recorded weekly meeting minutes. • Distributed the minutes to the entire firm. Show less Summer Analyst internship in boutique private equity. Valuation and financial modeling for multimillion-dollar, commercial and residential real-estate portfolio. • Example property from the portfolio: http://www.toledowalls.com/#anchor-situation Capital raising for multimillion-dollar office tower in Ohio. • Networked with, pitched the investment concept to, and sent the offering memo to family offices and real-estate investment firms. • Collaborated with the managing… Show more Summer Analyst internship in boutique private equity. Valuation and financial modeling for multimillion-dollar, commercial and residential real-estate portfolio. • Example property from the portfolio: http://www.toledowalls.com/#anchor-situation Capital raising for multimillion-dollar office tower in Ohio. • Networked with, pitched the investment concept to, and sent the offering memo to family offices and real-estate investment firms. • Collaborated with the managing partner and an associate to develop and manage the project's CRM database. Reviewed and edited pitchbooks for SPAC IPO's with deal sizes in excess of $100 million. Research: • due diligence on local markets for real-estate portfolio • deal flow for European and Israeli SPAC IPO's For shopping-plaza property in real-estate portfolio, reviewed and summarized data-analytics reports on shopping-plaza demographics. • Summaries used by associates to develop marketing strategies for networking with prospective tenants. Wrote news articles for the company website, under the supervision of associates. • Example: http://www.anisecapital.com/news/experts-shopping-center-art/ Recorded weekly meeting minutes. • Distributed the minutes to the entire firm. Show less
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Kordt Engineering Group
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Civil Engineering
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1 - 100 Employee
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Project Designer
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May 2018 - Jul 2020
Structural-engineering design. Structural-engineering design.
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The KPA Group
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United States
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Architecture and Planning
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1 - 100 Employee
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Structural Engineer-in-Training
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Jan 2018 - May 2018
Structural-engineering design. Structural-engineering design.
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Rimkus
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United States
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Business Consulting and Services
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700 & Above Employee
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Associate Civil-Engineer Consultant
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Aug 2017 - Dec 2017
Forensic, structural engineering. Forensic, structural engineering.
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University of California Pavement Research Center
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Civil Engineering
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1 - 100 Employee
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Pavement-Engineering Research Assistant
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Oct 2016 - Jul 2017
Pavement-engineering research for Professor John Harvey. Pavement-engineering research for Professor John Harvey.
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American Civil Constructors West Coast LLC
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United States
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Construction
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1 - 100 Employee
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Construction-Management Engineer Intern
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Jul 2016 - Sep 2016
Construction management of heavy civil-engineering construction. Construction management of heavy civil-engineering construction.
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University of California, Davis
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United States
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Higher Education
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700 & Above Employee
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Structural-Engineering Research Assistant
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Jul 2015 - Dec 2015
Structural-engineering research for Professor Sashi Kunnath. Structural-engineering research for Professor Sashi Kunnath.
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Cosumnes River College
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United States
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Higher Education
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200 - 300 Employee
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Physics Tutor
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Sep 2014 - Dec 2014
Physics tutoring for undergraduate students. Physics tutoring for undergraduate students.
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Education
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2020 - 2022
University of Miami Herbert Business School
Master of Business Administration - MBA, 3.83/4.00 -
2015 - 2017
University of California, Davis
Bachelor’s Degree, Civil Engineering -
2013 - 2015
Sacramento City College
Civil Engineering
Community
