Professional Summary

Professional Overview

Emily Xu is a skilled Investment Banking Analyst at PEI Global Partners in New York, NY. With a strong background in financial analysis, equity research, and investment banking, she leverages her expertise to contribute to the firm's advisory services and client portfolio management.

Experience Summary

Current Role

As an Investment Banking Analyst at PEI Global Partners, Emily is responsible for conducting in-depth financial modeling, valuation analysis, and market research to support the firm's deal origination and transaction execution efforts. She collaborates closely with senior investment bankers to identify strategic opportunities, evaluate potential investments, and develop comprehensive recommendations for clients.

Career Progression

Prior to her current role, Emily gained valuable experience as an Investment Banking Summer Analyst at PEI Global Partners, where she honed her skills in financial modeling, due diligence, and transaction support. Additionally, she has held internships in equity research at Haitong International Securities Group Limited and as a financial analyst at OneConnect Financial Technology and Bank of China, allowing her to develop a well-rounded understanding of the financial services industry.

Academic Background

Emily holds a Bachelor of Science in Finance from New York University, where she graduated with honors. During her studies, she demonstrated academic excellence and participated in various extracurricular activities, including the university's Finance Club and Investment Research Challenge.

Areas of Expertise

• Financial modeling and valuation analysis

• Equity research and industry analysis

• Transaction support and deal execution

• Client relationship management

• Effective communication and presentation skills

Professional Impact

Through her contributions at PEI Global Partners, Emily has played a key role in several successful transactions, helping the firm to secure new client engagements and strengthen its position in the investment banking market. Her analytical prowess, attention to detail, and collaborative approach have earned her the respect of her colleagues and clients alike.

Conclusion

With a proven track record of success in the investment banking industry, Emily Xu is poised to continue her professional growth at PEI Global Partners. Her dedication to providing exceptional service and delivering meaningful results positions her as a valuable asset to the firm and its clients.