Jiaosi Li Email and Phone Number
I am a Ph.D. Economist with a robust background in applied economics, financial analysis, and data-driven policy research. My expertise spans academic research and industry experience, where I’ve successfully combined advanced analytical techniques with practical solutions to deliver meaningful insights and drive strategic decision-making.- Strong foundation in applied economics and financial analysis, with working papers on topics such as critical illness insurance, financial protection, and household consumption.- Proficient in data analysis, utilizing statistical software such as Stata, R, Python, SQL, and advanced Excel to conduct rigorous quantitative research.- Experienced in teaching and presenting, having served as a teaching assistant for undergraduate courses in microeconomic principles and advanced price theory.- Proven track record in finance, including experience in financial modeling, market evaluation, sector research, and investment recommendations, which contributed to strategic decisions and improved operational efficiencies.- Excellent organizational and problem-solving skills, with a history of balancing complex projects and delivering high-quality results under tight deadlines.- Demonstrated ability to work effectively in a team and strong communication skills, contributing to successful collaboration on research and professional projects.- Always eager to explore new opportunities in health economics, investment analysis, and data-driven policy solutions, leveraging my expertise to create meaningful impact.
Apexus - Tech
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Fundamental AnalystApexus - Tech Oct 2023 - PresentNew Jersey, United States• Conducted pro forma analysis to evaluate financial impact of strategic shift, utilizing percentage-of-sales forecasting to assess cash balance, financing needs, and balance sheet projections.• Examined COGS, inventory, and growth projections to recommend strategies for maintaining low COGS and optimizing inventory, aligning with organizational goals.• Presented data-driven insights to management, recommending portfolio inclusion of stock based on projected cash flow improvements and operational efficiencies. -
Financial AnalystInternational Investing Group May 2023 - Sep 2023• Conducted in-depth evaluation of mutual funds using asset pricing models to analyze abnormal returns and fund performance.• Created regression analysis reports to visualize performance trends, enhancing the accuracy of portfolio management strategies.• Provided data-driven recommendations on high-performing funds and advised against underperforming ones to optimize investment decisions. -
Financial AnalystFinovax Feb 2023 - Apr 2023New York, New York, United States• Conducted market research on U.S. and Chinese financial sectors, identifying trends in IT (AI-focused) and automotive industries for strategic investments. • Leveraged Python for regression analysis to evaluate economic indicators' impacts on market returns, presenting findings to senior analysts. • Developed a grading system to benchmark company performance, improving the integrity and precision of investment analyses. -
Teaching AssistantUniversity Of South Florida Aug 2020 - Aug 2021Tampa, Florida, United States -
AuditShinewing Certified Public Accountants Jan 2018 - Jun 2018China• Conducted fieldwork for financial statement engagements, identifying a discrepancy of over 1,000,000 RMB in accounts receivable.• Assessed risks, evaluated internal controls, and performed tests in compliance with SOX controls.• Researched key issues and assisted in resolving complex client matters.
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Assistant ManagerHuafu Securities Jan 2015 - Jul 2015China• Contributed to creating, modifying, and managing financial contracts, ensuring compliance with regulatory standards while supporting lending, borrowing, and asset management operations.• Facilitated client account openings and inquiries, improving communication between teams and partners.• Organized weekly meetings and delivered 28 presentations on industry developments, enhancing team knowledge.
Jiaosi Li Education Details
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Economics -
Finance
Frequently Asked Questions about Jiaosi Li
What company does Jiaosi Li work for?
Jiaosi Li works for Apexus - Tech
What is Jiaosi Li's role at the current company?
Jiaosi Li's current role is Ph.D. Economist | Financial & Policy Analyst | Health Economics Researcher | Applied Economics, Data Analysis, & Strategic Decision-Making Expert.
What schools did Jiaosi Li attend?
Jiaosi Li attended University Of South Florida, University Of South Florida.
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