Ellie Li

Ellie Li Email and Phone Number

Investment Director @ J.P. Morgan Private Bank
New York, NY, US
Ellie Li's Location
New York, New York, United States, United States
About Ellie Li

JPMorgan Chase Private Bank (JPMorgan PB) is the global private banking division of JPMorgan Chase. It provides investment advisory, planning and management, discretionary and non-discretionary portfolio management, and other support services. It also provides capital markets and risk management, tax and estate planning, lending, and specialized wealth advisory services. The bank also offers everyday banking solutions such as accounts, cards, and digital banking services.JPMorgan PB operates through a network of branches, online portals, and account managers to serve high- and ultra-high-net-worth individuals, families, fund managers, business owners, and small businesses. The bank operates in the Americas, Asia, the Middle East and Africa, and Europe.

Ellie Li's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

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Investment Director
New York, NY, US
Ellie Li Work Experience Details
  • J.P. Morgan Private Bank
    Investment Director
    J.P. Morgan Private Bank
    New York, Ny, Us
  • J.P. Morgan Private Bank
    Investment Director
    J.P. Morgan Private Bank Jul 2020 - Present
    United States
    Conduct market research on specific tracks in the education industry. Industry analysis; (2) Leading the completion of high-quality project mining. Financing feasibility study. Negotiation and contracting and deal structure design; (3) Prepare relevant documents required for the transaction, including financing proposal. Business plan. Financial modeling, etc.; (4) assist potential investment institutions in due diligence. (5) actively develop and maintain cooperative relationships with investment institutions; (6) provide necessary support to other team members and provide professional guidance to analysts and interns. Requirements (1) Master's degree or above from well-known universities (211/985) at home and abroad, major is not limited, education. Finance. (2) More than 3 years of PE/VC/FA investment and financing experience. (3) familiar with relevant laws and regulations and financial accounting methods; (4) like challenging work and have strong learning ability. Stress resistance. Logical thinking ability, good interpersonal relations and teamwork spirit, and good professional ethics.
  • Kraken Digital Asset Exchange
    Portfolio Manager
    Kraken Digital Asset Exchange 2018 - 2020
    United States
    Product complexity and market volatility have the potential to make it more difficult to balance return and risk. Portfolio and risk analytics solutions give you the tools you need to successfully implement a portfolio investment and risk management strategy, giving you a leg up. Our platform will help you make faster, better-informed decisions and allow you to accurately measure your portfolio's market and security-related exposures.
  • Kraken Digital Asset Exchange
    Capital Investment Analyst
    Kraken Digital Asset Exchange 2013 - 2018
    United States
    1.Responsible for developing and maintaining customer resources of large and medium-sized joint-stock banks, city commercial banks, agricultural and commercial banks and other banking institutions and their credit card centers.2.Track and understand the business development and changes of bank customers, dig deep into the potential needs of customers and current problems faced, and organize company resources to carry out pre-sales and after-sales work in a timely manner.3. timely and accurate push the company's wind control products to customers, to facilitate project cooperation, to complete sales tasks.4. timely feedback on customer issues and coordination of resources to solve problems.5. From the industry and customer needs, put forward proposals to improve the company's products and services, and assist the relevant departments to implement
  • Monroe Ventures Llc
    Venture Capital Advisors
    Monroe Ventures Llc 2011 - 2013
    I am primarily responsible for gathering research, as well as collecting and analyzing data related to financial investments. I work as a freelance advisor for many clients. As an advisor, for clients' portfolios and possible investment acquisitions. Often involved in analyzing more diversified portfolios.
  • Monroe Ventures Llc
    Capital Investment Analyst
    Monroe Ventures Llc 2009 - 2011
    United States
    Economic conditions, company information and market trends to determine business, sector and industry recommendations for buying and selling stocks or mutual funds. The analyst continually updates developments in the industries he follows and creates financial models to estimate future results of companies and the economy. Analysts typically evaluate historical and forward-looking financial data through advanced financial models. They research and incorporate studies of economic and business trends in specific industries, geographic regions or product types.

Ellie Li Education Details

Frequently Asked Questions about Ellie Li

What company does Ellie Li work for?

Ellie Li works for J.p. Morgan Private Bank

What is Ellie Li's role at the current company?

Ellie Li's current role is Investment Director.

What schools did Ellie Li attend?

Ellie Li attended University Of California, Los Angeles - School Of Law, University Of California, Berkeley.

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