Performance And Reporting Analyst
Current
Jul 2023 - Present
AeroLeads people directory · profile
Leonard Li Email & Phone Number
Performance and Reporting Analyst
at
Equity Trustees
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Performance and Reporting Analyst
Location
Melbourne, Victoria, Australia
Company size
Who is Leonard Li? Overview
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Quick answer
Leonard Li is listed as Performance and Reporting Analyst at Equity Trustees, a company with 254 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Leonard Li.
Leonard Li previously worked as Portfolio Analyst at Hejaz Asset Management and Security Remediation Analyst at Anz. Leonard Li holds Master, Finance from Monash University.
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Equity Trustees
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Profile bio
About Leonard Li
CFA Level 1 Candidate.
Current workplace
Leonard Li's current company
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Equity Trustees
4 roles
Leonard Li work experience
A career timeline built from the work history available for this profile.
Portfolio Analyst
- Work closely with Fund Manager and analyst team members toactively monitor investment portfolios;
- Process market information and evaluate the impact on portfolioholdings;
- Aid in team’s research (including company research and economyresearch) and provide buy and sell recommendations;
- Generate portfolio management reports, including PeriodicalPerformance Report, Expected Return Modelling, PortfolioLiquidity Profile and Stress Test Report.
- Inner Market Making,… Show more
- Inner Market Making, monitor the iNAV movement of two ETFsand get in touch with Market Making Agent. Show less
May 2022 - Jul 2023
Security Remediation Analyst
Dec 2021 - May 2022
Student Intern
Jiarui Certified Public Accounts
Participate in the companies' audit work as an intern, mainly responsible for filling out simple statements, checking inventory, and spot-checking vouchers.
Jan 2019 - Mar 2019
Team & coworkers
Colleagues at Equity Trustees
Other employees you can reach at eqt.com.au. View company contacts for 254 employees →
TR
Teghan Rawson
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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PM
Phitchaya M.
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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SB
Sharyne Barber
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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DW
Dinali Weerasekera Anthony
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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TH
Trish Harvey
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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✰M
✰ Melinda Hulls
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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GP
Gianluca Pulvano
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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BW
Bhagya Weerasekara
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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AR
Avalon Rodrigues
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
View →
HH
Hannah Hodson
Colleague at Equity Trustees
Adelaide, South Australia, Australia, Australia
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Teghan Rawson
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
PM
Phitchaya M.
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
View →
SB
Sharyne Barber
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
DW
Dinali Weerasekera Anthony
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
TH
Trish Harvey
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
✰M
✰ Melinda Hulls
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
GP
Gianluca Pulvano
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
BW
Bhagya Weerasekara
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
View →
AR
Avalon Rodrigues
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
View →
HH
Hannah Hodson
Colleague at Equity Trustees
Adelaide, South Australia, Australia, Australia
View →
2 education records
Leonard Li education
Master, Finance
Bachelor'S Degree, Financial Management, Gpa3.1
FAQ
Frequently asked questions about Leonard Li
Quick answers generated from the profile data available on this page.
What company does Leonard Li work for?
Leonard Li works for Equity Trustees.
What is Leonard Li's role at Equity Trustees?
Leonard Li is listed as Performance and Reporting Analyst at Equity Trustees.
Where is Leonard Li based?
Leonard Li is based in Melbourne, Victoria, Australia while working with Equity Trustees.
What companies has Leonard Li worked for?
Leonard Li has worked for Equity Trustees, Hejaz Asset Management, Anz, and Jiarui Certified Public Accounts.
Who are Leonard Li's colleagues at Equity Trustees?
Leonard Li's colleagues at Equity Trustees include Teghan Rawson, Phitchaya M., Sharyne Barber, Dinali Weerasekera Anthony, and Trish Harvey.
How can I contact Leonard Li?
You can use AeroLeads to view verified contact signals for Leonard Li at Equity Trustees, including work email, phone, and LinkedIn data when available.
What schools did Leonard Li attend?
Leonard Li holds Master, Finance from Monash University.
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