文档内容
Sam Zhang
Westwood Plaza, Box 951481 Shanghai, 190095(+86) 138-0013-8000
samjianli@126.com
EDUCATION
Present University of HHU Shanghai
Candidate for Masters of Business Administration Degree, June 2022
• Concentration in Finance and Entrepreneurship
2012.9 - 2016.6 University of Jobs Guangzhou
Bachelor of Arts Degree, GPA3.8/4
• Major in English
• Dean’s List all semesters
EXPERIENCE
2021.7-2022.8 I-Jobs & Co. Shanghai
Summer Associate, Investment Banking
• Designed complex leveraged buyout, recapitalization, valuation, merger, and debt
capac-ity analysis for Merrill Lynch clients.
• Advised strategic and financial buyers on acquisitions, divestitures, restructurings, and
leveraged buyouts.
2016.5-2021.6 Donaldson, Lufkin & Jenrette Securities Corporation Shenzhen
Financial Analyst, Mergers and Acquisitions Group
• Drafted sales force marketing materials for debt and equity offerings.
• Prepared company calculations, including fairness opinions, based on discounted cash
flow, comparable company, precedent transactions and break-up value analyses.
• Created leveraged buyouts and merger models to assess pro forma effects of potential
transactions on corporate earnings, capital structure, credit ratios and ownership.
• As a senior Analyst, managed and mentored 10 first-year analysts.
• Led University of Pennsylvania recruiting team.
• Selected by Analyst Steering Committee as modeling tutor for "Analyst Training
Program".
• Merger and Acquisitions transactions: $450 million sell-side advisory for clients and
aircraft assets to former management; $300 million buy-side advisory and placement
agent for $20 million private convertible preferred equity security to fund the
acquisition.
• Financing transactions: $600 million senior notes offering; $68 million secondary
equityoffering; $50 million private exchange fund offering; $50 million preferred stock-
offering.
PERSONAL
• Member of Investment Banking Club, Finance Club, Entrepreneur Association,
Anderson Real Estate Association, and Squash Club
• Member of Golf Club, Ultimate Frisbee Club; Private Yacht Captain; Sailing
Instructor
• Fluent in Spanish
• Riordan Scholar Mentor, Challenge for Charity Organization, Special Olympics
