Joanna Li

Joanna Li

Investment Manager

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location of Joanna LiLondon, England, United Kingdom

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  • Timeline

  • About me

    Senior Manager, Asset Management, PBSA - United Kingdom

  • Education

    • Tilburg University

      -
      One-year exchange program
    • The Chinese University of Hong Kong

      -
      Bachelor's degree Accountancy
    • Schulich School of Business - York University

      2021 - 2022
      Master of Real Estate and Infrastructure
  • Experience

    • Macquarie Global Property Advisors (MGPA)

      Jan 2006 - Jan 2010
      Investment Manager

      • Steered the acquisition of en-bloc offices by driving financial analysis, due diligence, and deal executions • Implemented active asset management, including leasing, property management, capex review and loan re-financing • Evaluated optimal exit timing, and developed exit strategies with asset management teams• Spearheaded the first equity investment in a listed company (the general partner) in a new jurisdiction and set up a hospitality fund

    • HKR International

      Jun 2011 - Jul 2014
      Manager, Business Development

      • Facilitated deal sourcing and execution, including financial analysis, due diligence, structuring, financing negotiation, and closing of real estate opportunities for the company and its managed fund• Prepared investment proposals and recommendations for Investment Committee’s approval• Monitored on-going performance of existing projects and examine overall strategy by running hold/sell analysis, scenario analysis and sensitivities• Prepared investors’ reporting on a quarterly basis• Assessed the profitability and financial impact of the disposition Show less

    • White Peak Real Estate Investment

      Jul 2014 - May 2015
      Assistant Vice President

      • Deal origination of development land and income-generating properties • Conducted due diligence and facilitated deal execution• Prepared pitch book and marketing materials for capital raising for new fund• Consolidated portfolio performances and recommended investment allocation for investors’ approval

    • GSA - Global Student Accommodation

      Jul 2015 - Nov 2016
      Investment Manager

      • Developed a student accommodation portfolio by underwriting greenfield projects, conducting due diligence and establishing investment structures• Completed an acquisition of a PBSA developable land, and facilitated the drawdown of an acquisition financing at completion • Coordinated with the operations team on asset performance and prepared quarterly updates to capital partners and stakeholders

    • Arch Capital Management

      May 2017 - Apr 2019
      Senior Manager, Investments

      • Deal sourcing and execution of real estate projects, including the delivery of 3 Co-living projects• Streamlined the due diligence process and lead deal execution • Accelerated 2 project financing facilities by developing banking relationships, negotiating financing agreements, executing loan drawdown, reviewing loan covenants, and ensuring compliance • Monitored existing investment portfolios via active asset management

    • The Athenee Limited

      Sept 2019 - Aug 2021
      Self Employed

      Provided consultancy services to investors on new acquisitions and portfolio management

    • CanFirst Capital Management

      May 2022 - Sept 2022
      Summer Intern (part of the Masters Program)

      • Conducted financial analysis, due diligence, and prepared investment memos for the acquisitions of industrial properties

    • Mapletree

      Mar 2023 - now
      Senior Manager, Asset Management, Student Housing
  • Licenses & Certifications

    • Chartered Accountant

      ACCA
      Jan 2025
    • ARGUS Enterprise Certification

      Altus Capital
      Aug 2022
    • Certified Public Accountant (CPA)

      Hong Kong Institute of Certified Public Accountants (HKICPA)
      Jan 2011