Senior Associate Institutional Banking
Current
Sep 2022 - Present
AeroLeads people directory · profile
Jonathan Li, Cfa, Ca Email & Phone Number
Senior Associate Institutional Banking
at
Bank of New Zealand
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate Institutional Banking
Location
Auckland, Auckland, New Zealand
Company size
Who is Jonathan Li, Cfa, Ca? Overview
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Quick answer
Jonathan Li, Cfa, Ca is listed as Senior Associate Institutional Banking at Bank of New Zealand, a company with 4495 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Jonathan Li, Cfa, Ca.
Jonathan Li, Cfa, Ca previously worked as Manager - Portfolio Optimisation (Business Lending) at Bank Of New Zealand and Risk Analyst (Business Credit Portfolio Management) at Bank Of New Zealand. Jonathan Li, Cfa, Ca holds Master Of Commerce, Accounting And Finance, First Class Honours from The University Of Auckland.
Company email context
Email format at Bank of New Zealand
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Bank of New Zealand
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Profile bio
About Jonathan Li, Cfa, Ca
More than 10 years of NZ banking experience, worked in various areas include Finance, Risk and Product teams. An accountable problem solver, capable of developing solutions through a pragmatic approach and positive stakeholder engagement. Well experienced in credit risk, operational risk, risk reporting, risk appetite, providing insights to senior management to allow effective strategic business decisions.
Current workplace
Jonathan Li, Cfa, Ca's current company
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Bank Of New Zealand
7 roles
Jonathan Li, Cfa, Ca work experience
A career timeline built from the work history available for this profile.
Manager - Portfolio Optimisation (Business Lending)
Providing pricing and credit portfolio performance (risk & return) information to the Leadership Team. Responsible for various credit risk reporting, industry analysis and credit portfolio analysis.
Oct 2019 - Nov 2022
Risk Analyst (Business Credit Portfolio Management)
Mar 2019 - Nov 2022
Risk Analyst (Non Retail Portfolio)
Jun 2017 - Mar 2019
Risk Analyst (Retail Portfolio)
Support the delivery of work class Risk Management capability, Collate and analyse data to enable effective oversight and insight on Retail lending portfolio. Build relationship with key stakeholders. Support team to improve portfolio monitoring framework.
Jul 2013 - Jun 2017
Finance Operations Analyst
Prepare management reporting and various analysis. Perform accounting journals, monthly accounting processes and other finance projects
Jul 2012 - Jul 2013
Graduate Teaching Assistant
Prepared workshops and problem clinics to assist students throughout the year. Helped professors in preparing lectures and learning software for stage two management Accounting courses.
Feb 2011 - Jul 2012
Team & coworkers
Colleagues at Bank of New Zealand
Other employees you can reach at bnz.co.nz. View company contacts for 4495 employees →
MS
Michael Stacey
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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FP
Farzad Parsi
Colleague at Bank Of New ZealandWellington, New Zealand, New Zealand
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UC
Uma Chand
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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KW
Karl Wend
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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QW
Qing Wang
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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PS
Paul Sung
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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SS
Sivaraman Subramani
Colleague at Bank Of New ZealandWellington, Wellington, New Zealand, New Zealand
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JP
Janet Prakash
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
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JB
Joshua Begley
Colleague at Bank Of New ZealandWellington, Wellington, New Zealand, New Zealand
View →
PY
Patrick Yan
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
Michael Stacey
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
FP
Farzad Parsi
Colleague at Bank Of New ZealandWellington, New Zealand, New Zealand
View →
UC
Uma Chand
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
KW
Karl Wend
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
QW
Qing Wang
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
PS
Paul Sung
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
SS
Sivaraman Subramani
Colleague at Bank Of New ZealandWellington, Wellington, New Zealand, New Zealand
View →
JP
Janet Prakash
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
JB
Joshua Begley
Colleague at Bank Of New ZealandWellington, Wellington, New Zealand, New Zealand
View →
PY
Patrick Yan
Colleague at Bank Of New ZealandAuckland, Auckland, New Zealand, New Zealand
View →
4 education records
Jonathan Li, Cfa, Ca education
Master Of Commerce, Accounting And Finance, First Class Honours
Bachelor Of Commerce Honours, Financial Accounting, First Class Honours
Bachelor Of Commerce - Bcom, Accounting And Finance
Education record
Howick College
FAQ
Frequently asked questions about Jonathan Li, Cfa, Ca
Quick answers generated from the profile data available on this page.
What company does Jonathan Li, Cfa, Ca work for?
Jonathan Li, Cfa, Ca works for Bank of New Zealand.
What is Jonathan Li, Cfa, Ca's role at Bank of New Zealand?
Jonathan Li, Cfa, Ca is listed as Senior Associate Institutional Banking at Bank of New Zealand.
Where is Jonathan Li, Cfa, Ca based?
Jonathan Li, Cfa, Ca is based in Auckland, Auckland, New Zealand while working with Bank of New Zealand.
What companies has Jonathan Li, Cfa, Ca worked for?
Jonathan Li, Cfa, Ca has worked for Bank Of New Zealand, Bnz, and The University Of Auckland.
Who are Jonathan Li, Cfa, Ca's colleagues at Bank of New Zealand?
Jonathan Li, Cfa, Ca's colleagues at Bank of New Zealand include Michael Stacey, Farzad Parsi, Uma Chand, Karl Wend, and Qing Wang.
How can I contact Jonathan Li, Cfa, Ca?
You can use AeroLeads to view verified contact signals for Jonathan Li, Cfa, Ca at Bank of New Zealand, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Li, Cfa, Ca attend?
Jonathan Li, Cfa, Ca holds Master Of Commerce, Accounting And Finance, First Class Honours from The University Of Auckland.
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