Investment Banking Analyst Intern

Drove financial analysis for an IT total service provider and a home product distributor, developing LBO model and IRR
sensitivity analysis by using different capital structures
• Drafted over 45 marketing materials including company profiles and teasers for clients across various industry including
consumer goods, real estate and TMT, contributing to company/industry research, risk analysis and valuation
• Performed discounted cash flow, comparable trading, and comparable transaction analyses for corporate and asset valuation

• Screened over 30 startups in Upstate New York, performing due diligence on companies' pro-forma financial statements, corporate strategies and management teams to evaluate investment opportunities and assess key risk factors
• Researched addressable markets, value drivers and recent transactions to develop pre- and post-money valuations
• Drafted slide decks and pitched analysis to student management team and board of directors for investment decisions
o $150K equity raise for an online marketplace providing house improvement services
o $350K convertible debt raise for a two-way software that converts between English and American Sign Language

Analyst

• Generated more than 70 new business in property and casualty insurance via cold calls, escrow agents, and other lead sources
• Serviced over 300 existing client accounts for policy-related questions and claims, ensuring that clients' needs were addressed
• Filed and updated clients' records in compliance with California Department of Insurance laws and regulations

Customer Service Representative

• Worked closely with 2 senior analysts responsible for due diligence and valuation procedures on film capacitor manufacturer, contributing to 15% equity investment in the target company
• Prepared sales, cash, A/R and A/P journal entries, reconciled general ledger, and invoiced purchase orders to buyers, achieving
96% corresponding payment collection rate
• Conducted cost analysis and resolved inefficiencies in supplier selection, resulting in 7% decrease in total expenses

ASSETS & INTERESTS

Financial Analyst Intern

Find out detailed information about Xiaoyu Xu, Investment Banking Analyst Intern in Secaucus, NJ

Xiaoyu Xu: Investment Banking Analyst Intern in Secaucus, NJ

Xiaoyu Xu

Alpha Capital Holding, Ltd

Simon School Venture Capital Fund

Farmers Insurance Group

Yangzhou Wansheng Electronic Ltd

Simon Business School, University of Rochester

University of California