Karina Li
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Karina Li Email & Phone Number

Fund Accountant•Financial Analyst•Fund administration at MUFG Investor Services
Location: Halifax, Nova Scotia, Canada 6 work roles 2 schools
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Current company
Role
Fund Accountant•Financial Analyst•Fund administration
Location
Halifax, Nova Scotia, Canada
Company size

Who is Karina Li? Overview

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Quick answer

Karina Li is listed as Fund Accountant•Financial Analyst•Fund administration at MUFG Investor Services, a company with 1075 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a matched LinkedIn profile for Karina Li.

Karina Li previously worked as Senior Associate, Client Operation, Fund Administration at Mufg Investor Services and Operation Analyst at The Citco Group Limited. Karina Li holds Master Of Arts - Ma, Economics from Dalhousie University.

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Email format at MUFG Investor Services

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MUFG Investor Services

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Profile bio

About Karina Li

• Strong Fund admin background/ Both financial analyst and fund accountant experience/ Data analyst skills / strong communication and team working •Master of Arts (Major in Economics) graduate with advanced experience in analyzing and accessing economic models, in-­depth knowledge of economic and finance theories and capability of reading current market trends• Highly motivated and customer-­ and service-­oriented problem solver with 2 years of experience in sales and customer service, expressive communication and interpersonal skills• Proficient programming in MS (World, Excel, PowerPoint, Outlook), R, STATA, MATLAB

Listed skills include Microsoft Office, Research, Customer Service, Banking, and 20 others.

Current workplace

Karina Li's current company

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MUFG Investor Services
Mufg Investor Services
Fund Accountant•Financial Analyst•Fund administration
new york, united states
Employees
1075
AeroLeads page
6 roles

Karina Li work experience

A career timeline built from the work history available for this profile.

Senior Associate, Client Operation, Fund Administration

Current

Haliafx

May 2022 - Present

Course Instructor

Canada

  • Object Achievement: Compiled course syllabus and outlined to organize courses’ material and processes, achieved instructional goals.
  • Academic Knowledge Instruction: Expressed knowledge and models of macroeconomics, microeconomics, and financial economics clearly to around 100 students for more than 250 hours in aggregate and received significantly.
  • Data Management: Assisted students in developing the ability to search and filtering desired data from databases.
  • Report Builder: Instructed students on how to build a professional analytical reports base on economic data using software (Excel, STATA, R).
Sep 2019 - 2020

Reception Manager Assistant

Agriculture Bank Of China

China

  • Client Service Delivery: Responded to customer’s needs by identifying questions and giving feedback based on a strong knowledge of general banking service and banking products.
  • Reconciliation Accounts Review: Checked and saved assigned bank reconciliation statements between bankand companies by using internal banking software to keep accurate financial records.
  • Conversion of New Clients or Existing Migrations Support: Helped customers fill out applications, prepare documents for opening or changing bank accounts and process their transactions by using online banking andATMs.
  • Improvement & Enhancement: Maintained a fast and efficient working environment by assisting tellers to handle cash and prepare bank documents.
Jan 2019 - Apr 2019

Economic And Math Teaching Assistant

Halifax, Canada Area

  • Tutoring Organizer: Independently led and managed weekly tutorial classes of 100-150 students, achieved instructional objectives
  • Implementation Process: Assessed students’ individual needs and implemented plans to help students masterassignments and fostered analytical abilities
  • Team Cooperation & Innovation: Prepared lesson materials with professors to reinforce lesson concepts, applying innovative teaching approaches
  • Confidential Records maintaining: Created and maintained records of students in a confident manner
Sep 2017 - Dec 2018

Peer Mentor

Halifax, Canada Area

  • Organized Kick-off event with the program coordinator and other partners, wrote 30+ name cards and prepared food and snacks for mentees.
  • Introduced Dalhousie University and myself, shared campus life and personal experience with mentees.
  • Assisted them in completing admission procedures and course registration solved their concerns about academics.
  • Created and maintained a friendly rapport with mentees, planned and attended social/culture events together, developing personal qualities and service-learning skill for the future career.
Jan 2017 - Aug 2017
Team & coworkers

Colleagues at MUFG Investor Services

Other employees you can reach at mufg-investorservices.com. View company contacts for 1075 employees →

2 education records

Karina Li education

Bachelor Of Science - Bs, Economics

Activities and Societies: Achievements: Honors Degree;; Dean's Listed 2015-­2016;; Winner of the Maxwell Scholarship High-light courses.

FAQ

Frequently asked questions about Karina Li

Quick answers generated from the profile data available on this page.

What company does Karina Li work for?

Karina Li works for MUFG Investor Services.

What is Karina Li's role at MUFG Investor Services?

Karina Li is listed as Fund Accountant•Financial Analyst•Fund administration at MUFG Investor Services.

Where is Karina Li based?

Karina Li is based in Halifax, Nova Scotia, Canada while working with MUFG Investor Services.

What companies has Karina Li worked for?

Karina Li has worked for Mufg Investor Services, The Citco Group Limited, Orange Education Ltd., Agriculture Bank Of China, and Dalhousie University.

Who are Karina Li's colleagues at MUFG Investor Services?

Karina Li's colleagues at MUFG Investor Services include Swati Chilukuri, Christian Flores, Kayleigh Mclaughlin, Alessandra Serpieri, and Irene Zalisti.

How can I contact Karina Li?

You can use AeroLeads to view verified contact signals for Karina Li at MUFG Investor Services, including work email, phone, and LinkedIn data when available.

What schools did Karina Li attend?

Karina Li holds Master Of Arts - Ma, Economics from Dalhousie University.

What skills is Karina Li known for?

Karina Li is listed with skills including Microsoft Office, Research, Customer Service, Banking, Economics, Phone Etiquette, Quantitative Analytics, and Stata.

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