100 31st Street, #26C

Roger Li New York, NY 10001

rogerli96@gmail.com 626.898.0589

EDUCATION
New York University, Leonard N. Stern School of Business New York, NY
Bachelor of Science, Finance and Computing & Data Science Class of 2018
 Cumulative GPA: 3.52/4.0; SAT: 2190/2400
 Relevant Coursework: Data Analytics, Corporate Finance, Debt Instruments, Risk Management
PROFESSIONAL EXPERIENCE
Motive Partners New York, NY
Fall Investment Analyst September 2017 – December 2017
 Supported the investment team on transactions in the financial technology sector by writing investment
memorandums, creating financial models, and performing due diligence on companies of interest.
Select Transaction Experience:
 $30 million Potential Investment in Financial Data Management Company
- Helped create investment memorandum including valuation analyses and interacted with company
management and buy side advisor.
 $20 million Potential Investment in FX TCA Company
- Created detailed revenue and expense model for investment committee presentation.
 Potential Investment in Commercial Lender Risk Management Company
- Conducted company and industry research, compiled a brief investment overview, and presented the
opportunity to the investment team.
Spurrier Capital Partners New York, NY
Investment Banking Summer Analyst June 2017 – August 2017
 Assisted senior deal-team members on transactions across software, services, and communications industries by
creating pitchbooks, detailed financial models, and management presentations.
 Analyzed and performed regression analyses between enterprise value over recurring revenue multiples and
operating metrics to help develop proprietary valuation framework for SaaS companies.
Select Transaction Experience:
 $400 million Potential Sale of Healthcare Software Company
- Provided detailed review of company positioning and helped determine list of potential tuck-in
acquisitions which shifted strategic alternatives from IPO to sale process.
 $220 million Potential Sale of Payment Processing Company
- Analyzed comparable publicly traded companies and precedent transactions to construct valuation analysis
and helped draft detailed overview of potential acquirers and strategic sale process considerations.
 $150 million Potential Sale of Consumer Loan Analytics Company
- Built discounted cash flow model and analyzed precedent transactions to determine company undervalued
by public markets for management presentation on firm and industry dynamics.
Harraden Circle Investments New York, NY
Spring Research Analyst January 2017 – May 2017
 Analyzed specific investments opportunities and created detailed valuation models across the consumer products
and services, pharmaceutical, and real estate investment trust industries.
 Examined comparable companies and created valuation model that demonstrated ~15% upside in share price for
potential investment in residential and commercial services company.
 Reviewed research and studies to determine risk factors and find probability of FDA approval for pre-revenue
biopharmaceutical company trading at ~16% discount to comparable companies.
 Identified potential sale properties and expiring lease contracts with rental upside to create operating model
indicating ~23% upside for potential investment in real estate investment trust.
 Evaluated impact of increase in electric vehicle sales and created revenue model using various adoption rates to
find ~32% downside for potential investment in auto parts company
ADDITIONAL INFORMATION
Skills: Fluent in Shanghainese and Mandarin; Experience With: Capital IQ, Python, and SQL
Activities: 2017 ISP Finalist; NYU Varsity Fencing (2014-2015); 2015 PwC Industry Analysis Finalist
Interests: Basketball, Cooking, Skiing, Camping, Guitar