Eric Li Email & Phone Number

Beijing, China

Baltimore, Maryland Area

• Lead colleagues to explore new combinations of stock trading strategies and evaluate performance; identify several SPY strategies with over 300% historical return or with winning chance over 70%

Baltimore, Maryland Area

• Lead colleagues to expand PACA’s current alumni network by over 200 alumni in 1 year• Host 3 career information sharing sessions with alumni presenting; latest sessions with alumni insights on financial industry’s hiring plan under COVID-19 impact received high evaluation from speaker and audience• Organize weekly discussions among colleagues and brainstorm future events

Beijing, China

• Research UK’s financial industry regulatory system and generate report on regulatory structure, license types and license application process• Trace JP Morgan’s presence & performance in UK by analyzing UK subsidiaries’ annual reports since 1980s• Review Investment Association’s annual survey since 2009 to highlight critical trends in UK asset management industry

Xiamen, Fujian, China

• Analyzed over 100 banks’ annual report to provide insights for Xiamen Bank’s annual credit trade strategy• Structured the experimental model that department used for computing max credit lines for other institutions by pointing out the problematic coefficients that led to generally overly low credit amount assigned• Smoothened bank’s credit application by actively communicating with legal department to get necessary seals and signings fast• Visualized Taiwan’s RMB offshore rate and RMB deposit amount of Taiwan’s top 30 commercial banks in recent three years for department’s discussion of future expansion into Taiwan• Investigated over 300 international-based financial institutions’ branch opening status in China to find potential demand for RMB bond settlement agent

Shanghai City, China

• Smoothen ed company’s 100 million cash pool transition from Agricultural Bank of China to HSBC;o Executed closure of hanging/frozen bank accounts and communicated with Unionpay for the transition of over 30 sub-companies’ POS machine’s connected bank accounto Studied how to use HSBC’s online banking system from HSBC’s global treasury team and composed user guidance for department’s colleagues’ convenience • Managed vendor-related jobs, including monitoring company’s daily transactions with vendors and reporting failed ones, reviewing and updating vendors’ bank account information, and analyzing vendor’s gathering preference for efficient payment process in future

Shanghai City, China

• Investigated potential customer’s equity structure and financial statements to draft project feasibility report and shared with colleges• Organized company contact information to provide list of potential customer• Calculated department’s travel fees to apply for reimbursement

Master Of Science - Ms, Finance, General

Activities and Societies: Pan-Asia Career Association, Public Relation Manager

Bachelor’S Degree, Economics, 3.6/4.0

Activities and Societies: ElevatED: STEM Pre-Teaching Society at NYU

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