Magick Liu
LONDON
Summary
Results-driven Transaction Services professional with 3+ years of experience in financial due diligence, investment analysis, and portfolio valuation. Proven expertise in leading complex financial investigations for Private Equity and Investment Banking clients, reducing operational costs by 15% while increasing profitability by 10%. Adept at mentoring junior teams and delivering actionable insights in fast-paced M&A environments. Seeking to leverage advanced technical skills and CFA candidate status to drive excellence in TS FDD operations at NSTR.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work history
Fund Administrator
MAINSPRING FUND SERVICES LIMITED
London, UK
07.2021 - 09.2022
- Financial Due Diligence: Managed end-to-end investor reporting for £500M+ AUM funds, conducting forensic analysis of financial datasets to identify risks in 30+ transactions
- Client Advisory: Partnered with legal teams to validate investment documentation against commercial terms, preventing £1.2M potential compliance penalties
- Process Innovation: Developed automated financial dashboards using SSRS, accelerating quarter-end reporting by 40% for 15+ PE/IB clients
- Profit Optimization: Authorted diagnostic reports revealing tax efficiency opportunities, contributing to 10% YoY client profitability growth
Inventory Analyst
HANGZHOU FUTURE S&T CITY HOSPITAL
Hangzhou, China
09.2022 - 07.2023
- Operational Due Diligence: Redesigned warehouse layouts and inventory protocols, improving stock turnover by 28% and reducing carrying costs by £150k annually
- Data Governance: Built auditable equipment databases with AI-powered search functions, slashing audit discrepancies by 63%
IB Client Intern
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED
Beijing, China
04.2020 - 10.2020
- IPO Transaction Support: Executed growth market due diligence for Bravolinks IPO, analyzing 2k+ listed company cases to identify regulatory risks in capital flows
- Client Segmentation: Implemented clustering models increasing customer lifetime value (CLV) by 19% through targeted reactivation campaigns
Education
Master of Science - Banking and finance
Queen Mary University of London
London 09.2023 - 09.2024
BSc (Hons) Economics - Economics
University of Bath
Bath 09.2018 - 09.2021
Skills
- Financial Due Diligence
- Transaction Services
- Valuation Modeling
- Private Equity & IB Collaboration
- Data-Driven Decision Making
- Cross-functional Leadership
- Regulatory Compliance
Key Achievements
- IPO Due Diligence Leadership: Spearheaded Bravolinks IPO project, developing Python automation tools that enhanced research efficiency by 32% and classified 4k+ client contracts.
- FDD Impact: Identified £2M+ cost optimization opportunities through KPI analysis at Hangzhou Hospital, reducing inventory errors by 63%.
- Investor Reporting: Engineered financial data systems (Investran/SSRS) producing EIS3/SEIS3 certificates with 100% regulatory compliance for PE clients.
Technical Skills
FDD Tools: SSRS | Investran | DX Portal | CapIQ | Bloomberg
Analytics: Python (Pandas/NumPy) | SQL | Advanced Excel (VBA/PivotTables)
Certifications: CFA Level 1 Candidate | IBM Python for Data Science | GRE 334/340 (98th %)
Leadership & Engagement
- Mentored 2 junior analysts in financial modeling techniques at Mainspring, improving team report accuracy by 25%
- Founder of mental health channel (1k+ followers), demonstrating emotional intelligence in high-pressure environments
Timeline
Master of Science - Banking and finance
Queen Mary University of London
09.2023 - 09.2024
Inventory Analyst
HANGZHOU FUTURE S&T CITY HOSPITAL
09.2022 - 07.2023
Fund Administrator
MAINSPRING FUND SERVICES LIMITED
07.2021 - 09.2022
IB Client Intern
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED
04.2020 - 10.2020
BSc (Hons) Economics - Economics
University of Bath
09.2018 - 09.2021
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