Nancy Li, Ca, Cfa Email and Phone Number
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Nancy Li, Ca, Cfa personal email
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Nancy is currently a Senior Manager in the Investment Portfolio Management Team at ATCO. Prior to joining ATCO, Nancy spent several years working in London, U.K. in both M&A advisory as well as in-house M&A and financial long term planning. Her career experience also included working in the finance sector in both Toronto and Calgary. Nancy holds an Honors Bachelor of Commerce from Queen’s University. She is also a Chartered Accountant as well as CFA Charterholder.
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Senior Manager, Investment Portfolio ManagementAtco Aug 2022 - PresentCalgary, Alberta, Canada -
Manager, Investment Portfolio Management, AtcoAtco Mar 2020 - Sep 2022Calgary, Alberta, Canada -
Strategy Manager, Business DevelopmentAtco Power Canada Ltd Aug 2017 - Mar 2020Calgary, Canada Area -
Financial Manager, M&A And Special ProjectsEdf Energy Jan 2016 - Jul 2017London, United Kingdom-Support company M&A and investment mandates across the energy value chain from financial assessment of upstream generation development opportunities to supply business growth plans -Manage the company's strategic long term planning model; draft and present key financial picture to senior management-Evaluate financial merits of company investment proposals as part of project investment governance process -
Senior ExecutiveEy Oct 2014 - Dec 2015London, United Kingdom-Live transaction experience focused on midstream and downstream oil & gas infrastructure-Built integrated financial models incorporating scenario analysis, sensitivities, and return profiles for corporate and financial players-Researched and prepared presentations for upstream oil & gas as well as infrastructure sectors-Conducted portfolio analysis on major corporations from various angles (geographic, asset composition, asset life profile, etc.) -
AssociateErnst & Young Orenda Corporate Finance Jan 2012 - Oct 2014Calgary, Canada Area- Built robust financial models for mergers, acquisitions, and divestiture transactions- Prepared marketing material to highlight client’s value proposition to potential purchasers- Examined alternative deal structures and modeled shareholder proceeds based on multiple transaction variables- Managed due diligence processes to ensure information is exchanged in an organized and timely manner between multiple parties- Prepared pitch material to highlight the transaction team’s in-depth knowledge of industry trends, awareness of transaction issues and ability to manage the deal process in an effective manner -
Senior Staff AccountantErnst & Young Jul 2009 - Dec 2011Toronto, Ontario- Critiqued client’s valuation models related to structured financial products through examining input assumptions, evaluating client’s methodology, and benchmarking results to industry practice- Prepared impairment analysis on client’s portfolio of financial products by projecting probability-weighted default scenarios, examining counterparty credit risk, and evaluating collateral and other credit enhancements underlying the client’s positions
Nancy Li, Ca, Cfa Skills
Nancy Li, Ca, Cfa Education Details
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Bachelor Of Commerce (B.Com.) -
Business Exchange Program
Frequently Asked Questions about Nancy Li, Ca, Cfa
What company does Nancy Li, Ca, Cfa work for?
Nancy Li, Ca, Cfa works for Atco
What is Nancy Li, Ca, Cfa's role at the current company?
Nancy Li, Ca, Cfa's current role is Senior Manager, Investment Portfolio Management, ATCO.
What is Nancy Li, Ca, Cfa's email address?
Nancy Li, Ca, Cfa's email address is na****@****ail.com
What schools did Nancy Li, Ca, Cfa attend?
Nancy Li, Ca, Cfa attended Queen's University, Hong Kong University Of Science And Technology - School Of Business And Management.
What skills is Nancy Li, Ca, Cfa known for?
Nancy Li, Ca, Cfa has skills like Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Accounting, Capital Markets, Analysis, Mergers And Acquisitions, Financial Reporting, Business Valuation, Financial Accounting, Auditing.
Who are Nancy Li, Ca, Cfa's colleagues?
Nancy Li, Ca, Cfa's colleagues are Guy King, Gurpreet Sidhu, Cpa, Cga, Justin Lee, Ali Morad, Scmp, Long Yang, Harold Dirschl, Mike Knoll.
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