Yiran Liu

Investment Banking Summer Analyst, Syndicated & Leveraged Finance

2024 - 2024

Financial Modeling: Constructed over 5 three-statement models from scratch using Bloomberg, CapIQ, SEC filings, Moody's, Fitch Rating, and S&P Global, improving valuation precision and supporting investment decisions for cross-industry clients Transaction Execution: Supported $3B in leveraged loans & bonds for Barnes Group (NYSE: B) LBO, leading modeling, pricing and capital structure optimization to ensure successful syndication and cost-effective debt financing Credit Analysis: Evaluated credit risk and debt structuring for Columbus McKinnon (NASDAQ: CMCO) LBO final project, producing a comprehensive 30-page investment memo that shaped financing strategies and refined lender risk assessments Project Management: Managed $5 billion in refinancing and repricing deals in industrial, consumer retail, and tech sectors, ensuring 100% on-time delivery by coordinating cross-functional teams and aligning execution with market conditions Effective Communication: Synthesized valuation insights and strategic financial analyses, converting complex valuation data into clear, actionable insights, enabling senior stakeholders to make well-informed investment decisions Financial Reporting: Compiled key discussions and consolidated stakeholder feedback from 10 meetings, delivering structured reports that improved execution, deal alignment, and strategic financial planning Cross-Functional Collaboration: Partnered with Coverage, Sales & Trading, and Rating Agencies to refine over 10 pitch materials, enhancing market insights and valuation methodologies, driving strategic alignment and advancing potential deals

Private Equity Spring & Summer Analyst

2023 - 2023

Valuation Analysis: Conducted 5 comparable company and precedent transaction analyses, crafting investment memos that guided strategic capital deployment, supported committee deliberations, and strengthened market positioning Investment Research: Generated 10 investment reports examining financial metrics, industry trends, and funding structures, delivering data-driven insights that influenced investment strategies and elevated deal sourcing Investment Analysis: Assessed 5 lower middle-market service providers, analyzing $3 million EBITDA businesses, financial performance, and management capabilities, leading to 3 investment recommendations that optimized portfolio allocation

Venture Associate

2022 - 2022

Due Diligence: Examined 2 emerging medical device companies for Series A investment, analyzing business models, TAM, product differentiation, and founding teams to drive investment recommendations and refine strategy Stakeholder Management: Facilitated more than 10 VC pitch evaluations, developed scorecards, and facilitated investor-founder communication to strengthen due diligence, refine strategies, and boost investor relations

J.P. Morgan Inside the Industry - Investment Banking (Singapore 2022)

2022 - 2022

J.P. Morgan Winning Women Program (APAC 2022)

2022 - 2022

Investment Banking Summer Analyst

2021 - 2021

Marketing Intern

2020 - 2021