Performance And Reporting Analyst
Current
Jul 2023 - Present
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Leonard Li Email & Phone Number
Performance and Reporting Analyst
at
Equity Trustees
LinkedIn matched
✓ Verified July 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 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 •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, 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 →
DM
Daniel Mosae Isoe
Colleague at Equity TrusteesTanzania, United Republic Of
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AS
Apoorva Sreeramakavacham
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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AM
Ana Mirza
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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MM
Michael Meysztowicz
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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AF
Anthony Fair
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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FA
Fiona Agyeman
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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AA
Atway Akec
Colleague at Equity TrusteesExford, Victoria, Australia
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DK
Daniel Kerling
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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GP
Gianluca Pulvano
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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KN
Kristal Naidu
Colleague at Equity TrusteesSydney, New South Wales, Australia
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Daniel Mosae Isoe
Colleague at Equity TrusteesTanzania, United Republic Of
View →
AS
Apoorva Sreeramakavacham
Colleague at Equity TrusteesMelbourne, Victoria, Australia
View →
AM
Ana Mirza
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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MM
Michael Meysztowicz
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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AF
Anthony Fair
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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FA
Fiona Agyeman
Colleague at Equity TrusteesGreater Melbourne Area, Australia
View →
AA
Atway Akec
Colleague at Equity TrusteesExford, Victoria, Australia
View →
DK
Daniel Kerling
Colleague at Equity TrusteesMelbourne, Victoria, Australia
View →
GP
Gianluca Pulvano
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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KN
Kristal Naidu
Colleague at Equity TrusteesSydney, New South Wales, Australia
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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 Daniel Mosae Isoe, Apoorva Sreeramakavacham, Ana Mirza, Michael Meysztowicz, and Anthony Fair.
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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