Bloomberg
David Qin
Investment Banking Professional
New York,NY
Summary
Results-driven Investment Banking and Venture Capital Analyst with a proven track record of successfully managing large-scale portfolios and capitalizing on strategic investment opportunities. Skilled in conducting meticulous financial analyses, structuring complex deals, and ensuring compliance with financial regulations. Proficient in utilizing advanced financial models to make data-driven investment decisions and optimize portfolio diversification. Strong team player with exceptional leadership abilities, committed to driving team objectives and enhancing organizational performance.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Venture Capital Analyst
Citta Capital
Palo Alto , CA
2023.02 - Current
- Conducted due diligence on over 120 deep-tech startups, leveraging domain expertise and deal-making acumen to assess potential in the absence of complete financial data.
- Employed a comprehensive approach to startup analysis, evaluating unique value propositions, management competency, total addressable market, and market presence.
- Monitored KPIs, validated market presence, and performed financial assessments, including burn rate and unit economics.
- Assisted in the design of term sheets, incorporating key deal terms and conditions, to facilitate negotiation and 2 deal closures.
Investment Banking Analyst
Global Pacific Securities US Inc
New York , NY
2022.06 - 2022.09
- Directed the execution of cross-border investment banking services, including 10 private placements, 1 IPO, and 1 SPAC placement, catering to Chinese investors.
- Mastered the full cycle of private equity deals, from the crafting of intricate LBO models and thorough due diligence to adept deal structuring.
- Spearheaded the development of a futures trading platform from its inception, providing a robust avenue for Chinese investors to access U.S. markets.
- Conducted due diligence and formulated strategic investment recommendations across a variety of asset classes, including stocks, bonds, options, ETFs, mutual funds, hedge funds, and private placements, to optimize portfolio performance.
- Fostered strong relationships with high-net-worth individual investors, institutional investors, and SMEs.
Investment Banking Analyst
Alpha Capital Holdings
New York , NY
2018.09 - 2022.01
- Conducted comprehensive industry and financial analyses, leveraging various valuation modeling techniques (DCF and LBO) to inform deal structuring, negotiation, and client presentations.
- Performed financial due diligence for over 200 companies, maintaining sophisticated financial models and databases to track industry trends and transactions.
- Supervised and mentored junior analysts, directing the updating of financial models based on negotiation updates, enhancing the accuracy and relevance of financial data.
- Closed 3 M&A transactions, leading due diligence, financial modeling, and negotiation processes, resulting in favorable outcomes for clients
- Led a $15 million LBO acquisition with an 8x exit multiple, utilizing rigorous financial analysis to identify a 2% sales growth overestimation, ensuring cash flow liquidity.
Education
Master of Science - Finance
Columbia University in The City of New York
New York, NY 2022.01 - 2023.05
Bachelor of Science - Economics
Columbia University in The City of New York
New York, NY 2014.01 - 2017.12
Skills
Financial Analysis & Modeling
undefinedTimeline
Venture Capital Analyst
Citta Capital
2023.02 - Current
Investment Banking Analyst
Global Pacific Securities US Inc
2022.06 - 2022.09
Master of Science - Finance
Columbia University in The City of New York
2022.01 - 2023.05
Investment Banking Analyst
Alpha Capital Holdings
2018.09 - 2022.01
Bachelor of Science - Economics
Columbia University in The City of New York
2014.01 - 2017.12
Software
CapitalIQ
Pitchbook
Similar Profiles
Treselle RamanTreselle Raman
Retail Operations Officer at Citta LimitedRetail Operations Officer at Citta Limited
Sydnee Morfin-GoodellSydnee Morfin-Goodell
Executive Account Manager at CITTA BrokerageExecutive Account Manager at CITTA Brokerage
Shelly NicodemusShelly Nicodemus
Family Nanny at Citta FamilyFamily Nanny at Citta Family