Yuexi (Yasmina) Chen

Private Equity Associate at Cinda Wealth Investment Management Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • English Full professional proficiency
  • Mandarin Native or bilingual proficiency
  • Spanish Limited working proficiency

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Credentials

  • Securities License
    China Securities Regulatory Commission
    Apr, 2020
    - Oct, 2024
  • Completion of Bloomberg Market Concept
    Bloomberg LP
    Oct, 2017
    - Oct, 2024

Experience

  • Cinda Wealth Investment Management Co., Ltd.
    • Investment Management
    • 1 - 100 Employee
    • Private Equity Associate
      • Jul 2019 - Present

      · Support the investment process through business and sector research, prepare historical and projected models, write-up due diligence analysis and investment recommendations · Assist in term structuring and legal evaluations · Structure and deliver effective investment committee presentations , correspondence with confidence and assist in investment recommendations · Assist in coordination of deal closing · Cultivate strong internal relationships and stay current on firm strategy, investment strategy, and competitive landscape · Build monitoring models and write portfolio company monitoring reports · Develop and maintain proprietary deal and market intelligence · Lead one-on-one and group conference calls and in-person events Show less

  • Horizon Financial Holdings
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Feb 2019 - Jun 2019
  • Web Financial Group
    • Spain
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Analyst of Business Development
      • May 2018 - Jul 2018

      • Accomplished due diligence for potential FinTech acquisition targets, in terms of business model, competitive advantages, market position and financial overview • Conducted analysis on corporate valuation and future development opportunities for the reference of decision-making of the management team • Accomplished due diligence for potential FinTech acquisition targets, in terms of business model, competitive advantages, market position and financial overview • Conducted analysis on corporate valuation and future development opportunities for the reference of decision-making of the management team

  • WoodLake Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Equity Analyst
      • Nov 2017 - May 2018

      A New York-based private equity firm making control investments in lower and middle-market companies • Assisted with the acquisition of the leading architectural design firm specializing in K-12, higher education and sports architecture; examined its revenue sources by researching Independent School District (ISD) Bonds and processing immense datasets • Created investment memorandum for the acquisition target to internal and external investors, conceptualizing investment highlights, barriers to entry, key industry drivers and supply chain • Investigated in New Jersey Medicaid and Medicare policies and coding system, and evaluated scientific literature to inform the management team of the underlying logic of lab testing industry; discovered major competitors through surveying Texas bidding system for pavement marking industry Show less

    • Private Equity Intern
      • Feb 2017 - Jun 2017

      Cinda Capital is the subsidiary of China Cinda Asset Management Co., Ltd. (SEHK:1359), one of the big four AMCs in China • Uncovered errors in sell-side financial vendor’s calculations as a part of due diligence as the buy side for a global M&A (valued at $3Bn), which resulted in lower valuation of EBITDA by 14% of the target company • Conducted physician interviews and surveys, spoken with commercial executives, and generated thorough industry reports on assisted reproductive technology, pharmaceutical, logistic, education, and lithium battery to identify investment opportunities; analyzed competitive dynamics and evaluated industry trend • Recommended a target list of companies to our subsidiary in Shandong Province by ranking them by market cap, compound annual growth rate and industry prospects Show less

  • GE Healthcare
    • Medical Equipment Manufacturing
    • 200 - 300 Employee
    • Product Marketing Specialist
      • Jan 2016 - Jul 2016

      • Created sales performance dashboard by region, sales channel and product for senior management to quickly identify problematic locations • Cut approval time by 30% through communicating effectively with sales representatives and procurement department to ensure projects stay on schedule and within budget • Supported business development activities by negotiating with vendors, designing publicity materials and preparing for two product promotion conferences and two international medical equipment fairs Show less

Education

  • Fordham Gabelli School of Business
    Master of Science - MS, Global Finance (STEM)
    2017 - 2018
  • Central University of Finance and Economics
    Bachelor of Economics, International Trade/Financial Risk Management
    2013 - 2017
  • UBC Sauder School of Business
    Summer Program, Marketing/Organizational Behaviour
    2015 - 2015

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