• Research and reach out to potential LPs for SPV or/and fund, make introductions and lead to further conversation
• Set up fund data rooms for prospective LPs, tailor the content for different viewers to ensure easy navigation and clean structure
• Aggregate portfolio company updates and maintain the internal database
• Perform due diligence, company research, and industry research on potential investments in SaaS and cloud
service industries, write investment memos to the investment committee
• Conduct financial modeling and scenario analysis to value target companies, calculate IRR and MOIC, and project forward-looking metrics
• Provide support to investment team on special projects including distribution of stocks to LPs from the SPV and follow up with portfolio companies
• Prepare monthly bank reconciliations, year-end financial reports, auditing documents, and tax filing materials

Analyst

Evaluated corporate loans and conducted in-depth research on macroeconomic environment and industry
conditions to support the external decision makers
• Analyzed financial ratios using financial statements and credit reports to determine the credit level
• Participated in cross-departmental projects involving calculating the value of collaterals and determining loan
amounts with the assessment team

Risk Management Analyst Intern

• Provided taxpayers with tax counseling and free income tax return preparation with electronic filing
• Determined deductions, prepare both Federal and State tax returns to generate refunds for low-income families
• Ensured proper credits, deductions and tax liabilities are applied to tax returns, according to Publication 17
Federal Tax Code

Advanced Tax preparer

Find out detailed information about Zhiyuan Chen,  in Menlo Park

Zhiyuan Chen: in Menlo Park

Zhiyuan Chen

Eastlink Capital

Bank of China

Internal Revenue Service