Yuan CHENG, CFA

Yuan CHENG, CFA

Business Analyst

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location of Yuan CHENG, CFAHong Kong SAR

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  • Timeline

  • About me

    Senior Vice President at Haitong

  • Education

    • The University of Hong Kong

      2010 - 2013
      Bachelor’s Degree Ecnomics and Finance
  • Experience

    • Rimbunan Hijau Group (RH Group)

      Dec 2014 - Dec 2017
      Business Analyst

      • Work as an Investment Analyst to manage USD 600mn family fund with focus on directinvestment in mining, real estate and F&B businesses• Provide end-to-end investment advisory for the Board to evaluate projects, including:- Assist in deal sourcing and origination- Conduct market and business research to provide commercial insights of potential deals- Draft documents such as MoU, S&P agreement, investment proposals and presentations- Build financial models (DCF, comparable company analysis) to support the projectvaluation- Lead commercial due diligence and assist in legal due diligence during asset acquisition,asset enhancement and divestment- Liaise and deal with professional parties, regulators and other business units• Provide post-investment consulting services to optimize the performance of invested entities- Analyze operating financials and provide profitability optimization solutions- Review and restructure group organization and business layout for potential HK listing• Past track record includes- Mining: 1) One gold mine acquisition in China; 2) One Moli mine divestment- Real estate: 1) One real estate divestment in China; 2) One potential commercial complexproject acquisition in China; 3) One potential renovation project acquisition in HK- F&B: 1) One restaurant investment in Shanghai; 2) One potential hotel project and onerestaurant acquisition in Harbin; 3) HK restaurants business reconstruction to break even- Others: Private equity funds set up in coordination with other asset managers Show less

    • Harmony Capital Investors

      Jan 2018 - Oct 2022
      Investment Director
    • Haitong International Securities Group Limited

      Oct 2022 - now
      Senior Vice President
  • Licenses & Certifications

    • CFA

      CFA Program