•HK resident• Results-oriented portfolio management professional and analyst with a proven background researching effective equity management strategies, portfolios, ETFs and single stock analysis. • Demonstrated ability to make sound investment decisions based on detailed research. Skilled in fund selection (FOF) and asset allocation.• Highly qualified, with an excellent knowledge of the Chinese convertible bonds markets and mutual fund markets• Proven quantitative, numerical and data analysis skills with a strong problem-solving approach to work. Displays initiative when seeking.• Excellent communication and presentation skills. Fluent (written and verbal) in Mandarin and English• Skilled in Python and research modelling. Able to quickly learn new software.• Certified FRM, CFA and CAIA. Currently ongoing: CQF (to be achieved), CFTA and HKICPA.
China Life Pension Company Limited
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Analyst, Investment CenterChina Life Pension Company LimitedBeijing, China
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Investment AnalystChina Life Pension Company Limited May 2022 - PresentXicheng District, Beijing, ChinaChina Life Pension is a leading institutional investor and the largest pension fund management institution in China with 2 trillion CNY AUM. Its business covers annuity plans (corporate pension plan, occupational pension plan, Personal Pension Plan) and asset management.Responsibilities:• Conduct accurate research on Chinese Financial Markets and Chinese Convertible Bonds Markets, including fund selection (FOF) and asset allocation, as well as convertible bond research and investment. • Analyse data related to investment markets, industry and other companies, accurately assessing and forecasting investment risks and returns.• Conduct quantitative analysis, building models to assist in predicting future market performance.• Select appropriate investment strategies based on historical data and market trends.• Prepare regular analysis and research reports for senior management.Major Achievements:• Improving credit risk modelling for convertible bonds.• Managing asset allocation with convertible bonds as a separate asset class (asset allocation with “Implied volatility” as a separate risk factor).• Building improved convertible bonds selection systems and fund selection systems.
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Career Development Mentor Of Shenzhen Finance InstituteThe Chinese University Of Hong Kong Aug 2022 - Aug 2023Shenzhen, Guangdong, China -
Assistant Portfolio Manager, Asset Management DepartmentBoc-Samsung Life( 中银三星人寿保险有限公司) Mar 2019 - May 2022Beijing City, ChinaBOC-Samsung Life Insurance Co Ltd are a leading provider of insurance services in China with 100 billion CNY AUM. The company offers life insurance, annuity insurance, wealth management insurance, health insurance and accident insurance, providing customers with a range of insurance coverage.Responsibilities:• Independently invest and manage the company’s convertible bonds (CBs) portfolio and funds portfolio.• Conduct research on Chinese financial markets, especially equity mutual fund markets, Chinese convertible bonds markets and exchangeable bonds. • Recommend and action changes in investment strategies based on market conditions.• Report to the Deputy General Manager of the Asset Management Department.Major Achievements:• Successfully achieved an annualized Return of 7% from Portfolio (long-only) on 500M CNY of Portfolio (long only) between Apr 2019 to May 2022. • Maintained risk exposure within investment guideline limits through continuous monitoring of portfolio characteristics, rebalancing as necessary. -
Analyst, Investment DepartmentHuagui Life Insurance Company Limited Apr 2017 - Feb 2019Beijing City, ChinaHuagui Life Insurance Company is a full-service life insurance business with 10 billion CNY AUM, and provides a wide range of products and services, allowing clients to have complete personal insurance protection.Responsibilities:• Identify investment opportunities and manage the company's convertible bonds portfolio and funds portfolio.• Carry out research on convertible bonds markets and structured fund A.• Report to the General Manager of the Investment Department.Major Achievements:• Effectively managed and achieved a 3% absolute return (and a 4.5% relative return) on 300M CNY of Portfolio during the 2018 year. Successfully achieved a 15% return during the first two months of 2019 (Jan and Feb).
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Graduate Teaching AssistantThe University Of Auckland Mar 2014 - Jun 2014Responsibilities:(1) Tutor students for Mathematics assignments and exams.(2) Explain lectures, discuss weekly readings and mark assignments.(3) Assist students to actively learn and understand new concepts. -
Research AssistantThe University Of Auckland Feb 2014 - Jun 2014Responsibilities:(1) Conduct regression analysis, including estimation and statistical testing of the model where data is accumulated. (2) Create reports outlining relational outcomes.(3) Undertake any other research tasks as directed by Economics HOD.
Chi Li Skills
Chi Li Education Details
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Financial Mathematics -
Financial Mathematics -
Electrical Engineering
Frequently Asked Questions about Chi Li
What company does Chi Li work for?
Chi Li works for China Life Pension Company Limited
What is Chi Li's role at the current company?
Chi Li's current role is Analyst, Investment Center.
What schools did Chi Li attend?
Chi Li attended The University Of Edinburgh, Heriot-Watt University, The University Of Auckland, Zhejiang University Of Technology.
What skills is Chi Li known for?
Chi Li has skills like Research, Data Analysis, Statistics, Teamwork, Qualitative Research, Derivatives Pricing, Quantitative Risk Management.
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Chi Li
Associate Director Of Research Office At Energy Internet Research Institute, Tsinghua University清华能源互联网研究院交通电驱动装备研究室副主任Haidian District1gmail.com -
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