
Kai Li
Summer Intern

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About me
Analyst at UBS
Education

UCL
2020 - 2021Master of Science - MS Infrastructure Investment and Finance
Bangor University
2017 - 2020Bachelor of Science - BS Business and Finance
Experience

Kunshan Rural Commercial Bank 昆山农商银行
Jul 2018 - Sept 2018Summer 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 2019Finance 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 2023Analyst Trainee
UBS
Jun 2024 - nowAnalyst
Licenses & Certifications

Paper 1 - Securities and Futures Intermediaries
Hong Kong Securities and Investment InstituteJul 2022
Languages
- enEnglish
- maMandarin
- caCantonese
- taTaiwanese
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