Kai Li

Kai Li

Summer Intern

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location of Kai LiKowloon, Hong Kong SAR

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  • Timeline

  • About me

    Analyst at UBS

  • Education

    • UCL

      2020 - 2021
      Master of Science - MS Infrastructure Investment and Finance
    • Bangor University

      2017 - 2020
      Bachelor of Science - BS Business and Finance
  • Experience

    • Kunshan Rural Commercial Bank 昆山农商银行

      Jul 2018 - Sept 2018
      Summer Intern

      • Maintained accounting records and performed data entry into the accounting system to ensure timely and accurate recording of transactions• Demonstrated a strong understanding of accounting principles and practices, and a commitment to accuracy and attention to detail• Worked effectively as part of a team, demonstrating strong communication and interpersonal skills, and a positive and proactive attitude

    • Soochow Securities Co., Ltd. 东吴证券

      Jun 2019 - Sept 2019
      Finance Consultant

      • Conducted research and analysis on target companies and industries to support the development of business plans, valuations, and financial models• Assisted in the preparation of pitchbooks and teasers for M&A and other financing activities• Conducted due diligence on potential acquisition targets, analyzing financial statements, market trends, and regulatory issues• Participated in client meetings and conference calls to maintain the relationships with clients

    • Amundi

      Jun 2022 - Sept 2023
      Analyst Trainee
    • UBS

      Jun 2024 - now
      Analyst
  • Licenses & Certifications

    • Paper 1 - Securities and Futures Intermediaries

      Hong Kong Securities and Investment Institute
      Jul 2022