Alex Li Email & Phone Number

United States

Oversaw the management of a diversified portfolio, applying advanced financial modeling techniques and fundamental analysis to drive risk-adjusted returns across multiple asset classes, including equities, fixed income, and alternatives.Lead a team of 6 as head analyst to implement customized DCF models on potential companies and deliver stock pitches for.

Organized and facilitated client consulting projects, providing strategic recommendations and actionable solutions to local businesses and startups.Led bi-monthly case study reviews and competitions, enhancing members' problem-solving and analytical skills while preparing them for real-world consulting scenarios.Mentored junior members on case interviews.

Created and spearheaded a $5.5 million regional expansion strategy for Rockland Trust Bank focused on debt structuring and financial projections.1st place in undergraduate level and top 3 in graduate level candidates.

Internship at Stanford University’s Freeman Spogli Institute for International Studies. Built and maintained the Webpage of the 1000 Day Initiative. Organized a Rural Education Action Program project conference at Stanford University.Research in China aimed at identifying rural teacher quality and job dissatisfaction and influence policy change in response.