Pan Li, CFA
Associate at Acuity Partners (Private Markets - GP and LP Strategic Advisory Services)- Claim this Profile
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English Full professional proficiency
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Chinese Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Naomi Dishington
Pan is sharp as a tack and a pleasure to work with. Her thorough, detail-oriented approach makes her 100% reliable. She has particularly impressed me with her poise under pressure and professional comportment. Pan's knowledge of finance and proficiency with Bloomberg will make her an exceptional asset to any team.
Priyank Shah
Pan is an excellent student with great adaptability. We have worked together on various projects and each time she handled the work pressure with great sense of maturity. We were also together as a part of Finance Association of Clark University and it was always fun working and successfully executing events on behalf of the club. She is always open to new ideas and has a great desire to learn which makes her stand-out amongst rest of the crowd. Wish you all the luck always.
Naomi Dishington
Pan is sharp as a tack and a pleasure to work with. Her thorough, detail-oriented approach makes her 100% reliable. She has particularly impressed me with her poise under pressure and professional comportment. Pan's knowledge of finance and proficiency with Bloomberg will make her an exceptional asset to any team.
Priyank Shah
Pan is an excellent student with great adaptability. We have worked together on various projects and each time she handled the work pressure with great sense of maturity. We were also together as a part of Finance Association of Clark University and it was always fun working and successfully executing events on behalf of the club. She is always open to new ideas and has a great desire to learn which makes her stand-out amongst rest of the crowd. Wish you all the luck always.
Naomi Dishington
Pan is sharp as a tack and a pleasure to work with. Her thorough, detail-oriented approach makes her 100% reliable. She has particularly impressed me with her poise under pressure and professional comportment. Pan's knowledge of finance and proficiency with Bloomberg will make her an exceptional asset to any team.
Priyank Shah
Pan is an excellent student with great adaptability. We have worked together on various projects and each time she handled the work pressure with great sense of maturity. We were also together as a part of Finance Association of Clark University and it was always fun working and successfully executing events on behalf of the club. She is always open to new ideas and has a great desire to learn which makes her stand-out amongst rest of the crowd. Wish you all the luck always.
Naomi Dishington
Pan is sharp as a tack and a pleasure to work with. Her thorough, detail-oriented approach makes her 100% reliable. She has particularly impressed me with her poise under pressure and professional comportment. Pan's knowledge of finance and proficiency with Bloomberg will make her an exceptional asset to any team.
Priyank Shah
Pan is an excellent student with great adaptability. We have worked together on various projects and each time she handled the work pressure with great sense of maturity. We were also together as a part of Finance Association of Clark University and it was always fun working and successfully executing events on behalf of the club. She is always open to new ideas and has a great desire to learn which makes her stand-out amongst rest of the crowd. Wish you all the luck always.
Credentials
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CAIA
CAIA Association -
CFA
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Experience
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Acuity Partners
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Canada
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Associate
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Jan 2023 - Present
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Bank of China
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Banking
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700 & Above Employee
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Senior Investment Associate
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Oct 2021 - Sep 2022
Bank of China Samsung Life Specialized in underwriting diverse alternative asset investments (buyout/growth/venture) , including primary, secondary, and co-investments. I led comprehensive manager due diligence, presented investment recommendations to the Committee, managed the execution of new opportunities, and streamlined internal procedures of monitoring performance. Bank of China Samsung Life Specialized in underwriting diverse alternative asset investments (buyout/growth/venture) , including primary, secondary, and co-investments. I led comprehensive manager due diligence, presented investment recommendations to the Committee, managed the execution of new opportunities, and streamlined internal procedures of monitoring performance.
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CreditEase
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China
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Financial Services
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300 - 400 Employee
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Senior Investment Associate
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Jan 2020 - Oct 2021
•Led due diligence of private sector fund managers, conducted manager interviews and reference calls, conducted track record analysis, attended portfolio research and oversaw investment memo preparation •Organized investment committee meetings, addressing all questions and inquires related to investment recommendations •Proactively sourced and screened new opportunities in primary fund investments and secondary transactions •Supervised post-investment management of fund of funds products, including quarterly clients’ reporting and quarterly calls; screened investment opportunities for promising re-ups, and monitored fund performance Show less
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Huahai Property & Casualty Insurance
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Beijing, China
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Associate Investment Manager
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Dec 2016 - Dec 2019
•Managed alternative investments, led deal sourcing, due diligence, term negotiating, and legal documents review •Drafted and filed investment documentation to the regulatory •Organized industry conferences •Managed alternative investments, led deal sourcing, due diligence, term negotiating, and legal documents review •Drafted and filed investment documentation to the regulatory •Organized industry conferences
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Cambridge Associates
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United States
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Financial Services
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700 & Above Employee
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Investment Associate
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Mar 2016 - Sep 2016
•Analyzed clients’ historical asset allocation and spending data to develop strategic asset allocation plans •Conducted due diligence on fund managers across all asset classes, evaluating their team, strategy, performance and business terms; independently wrote investment memos both in English and Chinese •Created presentation materials for clients’ investment committee meetings and in response to clients’ requests •Analyzed clients’ historical asset allocation and spending data to develop strategic asset allocation plans •Conducted due diligence on fund managers across all asset classes, evaluating their team, strategy, performance and business terms; independently wrote investment memos both in English and Chinese •Created presentation materials for clients’ investment committee meetings and in response to clients’ requests
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StepStone Group
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United States
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Financial Services
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700 & Above Employee
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Research Analyst
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Sep 2015 - Feb 2016
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Wellesley College
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United States
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Higher Education
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700 & Above Employee
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Investment Analyst
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Sep 2014 - Jun 2015
-----$1.8 Billion Endowment (18% return for FY 2014) Conducted due diligence on external managers across asset classes (public equity, semi-marketable securities, alternatives, fixed income); monitored performance and risk of managers; conducted exposure analysis (geographic, leverage, strategy, liquidity, sector) to support asset allocation decision; attended manager meetings; coordinated background analysis; drafted summary notes in support of senior directors during legal reviews of new investments Show less
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Bloomberg
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United States
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Financial Services
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700 & Above Employee
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Student Ambassador for BAT
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Aug 2013 - Jun 2014
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Clark University Endowment
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Worcester, MA
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Equity Research Analyst/ Course
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Aug 2013 - Jan 2014
• Actively manage $100,000 portfolio on US equity, using S&P 500 Index as benchmark • Perform fundamental analysis of company, including analyzing its cash flow, balance sheet, income statement and 10K, 10Q; picked DIS and KORS, with Q3 earnings 40% over expectations • Create financial models on company and Consumer Discretionary sector • Develop performance monitoring and trading reports • Prepare investment review book and presentation to the President of Clark University Endowment Show less
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Education
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2012 - 2014
Clark University
Master of Science (M.S.), Finance, General -
2011 - 2012
Universite de Rennes 1
Exchange Student, International Business Management
Community
