James Liu

you@email.com · (555) 012-3456 · New York, United States linkedin.com/in/repolish-ai

Financial analyst with 4+ years of experience in equity research and investment analysis. Strong track record of developing financial models, writing research reports, and providing actionable investment recommendations to institutional clients.

Experience

Equity Research Associate - Technology — Morgan Stanley 2022-07 – Present

• Cover 15 technology and internet companies with a combined market cap of $3T, publishing earnings previews, initiations, and thematic reports.
• Built and maintained detailed financial models including income statement, balance sheet, and cash flow projections with scenario analysis.
• Developed a proprietary SaaS valuation framework incorporating cohort analysis and unit economics that became the team standard.
• Supported lead analyst in client marketing meetings and investor conferences, contributing to a #1 Institutional Investor ranking for the sector.

Investment Banking Analyst — Bank of America 2020-07 – 2022-06

• Executed 3 technology M&A transactions totaling $2.5B, managing due diligence, valuation, and documentation.
• Built DCF, LBO, and merger models for pitch books and live deal execution across the technology vertical.
• Coordinated with 15+ deal team members across legal, accounting, and tax for a $1.2B cross-border acquisition.

Education

B.S. in Finance & Mathematics — New York University (Stern) 2016-09 – 2020-06 · GPA: 3.8

Skills

Core Skills: Financial Modeling, Valuation, Investment Research, Written Communication Technical: Data Analysis, Presentation, Python

Languages

• Fluent in Mandarin Chinese and English

Technology

• Built Python scripts for automated financial data extraction and analysis from SEC filings

Volunteering

• Finance mentor at NYC FIRST Robotics (2022-present)