Our team focuses on high yield private debt and mezzanine investment in various industries. We would set up private fund in form of Segregated Portfolio Company or Limited Partnership offshore through private placement to make investment. Or we act as arranger and administrator between investors and issuer in cross border investment, in which case we do research on the target and design QDII investment structure.
Devoted much time to doing research in industries like real estate, retailing, and Oil&Gas. In each specific project, arranged site visiting and management interview, established financial models and conducted stress testing, collected relevant policies, and analyzed macroeconomic and industrial data in order to evaluate the risk and expected return of the investment.
Deeply involved in managing existing projects. After the investment has been made, coordinate with all relevant parties when paying interest or dividend, principal repayment, warrant execution, releasing pledged asset, etc. to make sure all things go smoothly in each stage. Responsible for doing continuous research on the investment target to find out the optimal exit timing of the investment.
Assistant Vice President (level 2) @ High Net Worth Business; Third Party Asset Management From June 2015 to Present (7 months) Assistant Vice President (level 1) @ High Net Worth Business; Third Party Asset Management From April 2014 to May 2015 (1 year 2 months) Hong KongAssociate @ High Net Worth Business, Third Party Asset Management From December 2013 to March 2014 (4 months) Analyst @ IPO projects, M&A From November 2011 to November 2013 (2 years 1 month) Summer Intern @ Investment Banking Department, FIG Team
Direct Investment Department, Team 3 From June 2010 to August 2010 (3 months) Internship @ Financial Analyst From January 2008 to February 2009 (1 year 2 months) Internship @ Industrial analysis in financial industry
Investment analysis in IPO placing projects From June 2008 to October 2008 (5 months)
Master, Economics, GPA 3.9/4.0 @ University of Michigan From 2009 to 2011 Bachelor of Arts (BA), Finance, General @ Peking University From 2005 to 2009 Yuanji Pan, CFA is skilled in: Private Equity, Investment Banking, High Yield Bonds, mezzanine finance, Asset Management, Bloomberg, Mergers & Acquisitions, Stata, Economics, Excel, Due Diligence, Valuation, Financial Modeling, Investments, Finance