Yifan Li

Strategic investment | Investor Relations | Private Equity | ex-Roland Berger | ex-Ernst & Young

Huangpu District, Shanghai, China

About

#1 Seasoned professional with strong focus on financial services, seeking opportunities in strategy & investment management area. #2 Personal career coach for college students and junior professional... please contact me for further details. #3 Start-up strategy & financial Adviser ... please contact me for further details.

Experience

  • OneConnect Smart Technology (7 yrs 7 mos)
    • Director - Strategy & Investment
      Jun 2023 - Jan 2026 · 2 yrs 8 mos

      Report to: Deputy GM of Strategy Projects & Functional experience #1 Corporate Development & Strategic Partnerships #2 Post Investment and Exit management Selected strategic cases: 2023 - 100% equity exit transaction of PAOB at HKD933 million (closed) 2024 - 100% equity exit transaction of one target company (pending approval) 2024 - 100% equity acquisition transaction of one target company (structuring)

    • Director - Investment & Capital Markets
      Jan 2021 - May 2023 · 2 yrs 5 mos

      Report to: Head of Treasury Projects & Function Experience: #1 Post Investment: General management and value creation initiatives,IMO Leader in M&A integration initiatives, risk management, exit strategy and management, etc. #2 Investor Relations: general management activities support such as 6-K, investor presentation, regulatory reporting, etc. #3 Capital Markets: fully involved in HK dual listing project in 2022

    • Associate Director - Strategic Investment
      Jul 2018 - Dec 2020 · 2 yrs 6 mos

      Report to: Chief Strategy Officer / Head of Strategy Projects & Function Experience: #1 Strategic Investment: covers from sourcing to executing deals #2 Corporate development inititatives: lead PMO to implement strategic projects

  • Director - Post Investment at ZZ Capital
    May 2017 - Jun 2018 · 1 yr 2 mos

    Report to: Post Investment Managing Director/COO #1 Commercial due diligence: sectors mainly covers TMT,retail, etc. #2 Post investment management: involved in value creation activities.

  • Senior Consultant at 罗兰贝格
    Sep 2013 - Feb 2017 · 3 yrs 6 mos

    Report to: Partner Strategy Consulting Practice Core team member and project leader in financial institution group serving non-banking FIs

  • Senior Consultant at Ernst & Young
    Jul 2010 - Aug 2013 · 3 yrs 2 mos

    Report to: Manager Performance Improvement Service Line Core team member in P&C insurance practice