Incoming 2025 Investment Banking Summer Analyst
CurrentFinTech Focused Investment Banking
Apr 2024 - Present
AeroLeads people directory · profile
William Li Email & Phone Number
Finance and QSS Major l Incoming 2025 Investment Banking Summer Analyst l 2026 Graduation
at
Financial Technology Partners / FT Partners
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance and QSS Major l Incoming 2025 Investment Banking Summer Analyst l 2026 Graduation
Location
Lilburn, Georgia, United States
Company size
Who is William Li? Overview
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Quick answer
William Li is listed as Finance and QSS Major l Incoming 2025 Investment Banking Summer Analyst l 2026 Graduation at Financial Technology Partners / FT Partners, a company with 160 employees, based in Lilburn, Georgia, United States. AeroLeads shows a matched LinkedIn profile for William Li.
William Li previously worked as Incoming 2025 Investment Banking Summer Analyst at Financial Technology Partners / Ft Partners and Accounting Intern at Hlm Financial Group. William Li holds Bachelor Of Business Administration - Bba, Finance And Qss, 3.90/4.00 from Emory University - Goizueta Business School.
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Financial Technology Partners / FT Partners
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Profile bio
About William Li
It is great to meet you! I am a hardworking individual with a strong determination to learn as much as possible, like a sponge who always wants to soak up information from the vast sea of knowledge. I have interests in Investment Banking, many Outdoor Activities, and Marvel. I am a social person who loves to interact and meet as many people as possible, please feel free to reach out to me and talk at wzli@emory.edu ; william.li9590@gmail.com
Current workplace
William Li's current company
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Financial Technology Partners / Ft Partners
8 roles
William Li work experience
A career timeline built from the work history available for this profile.
Accounting Intern
Jun 2024 - Aug 2024
Finance Intern
- Prepare pitch decks, investor emails, and investment memos to raise capital for a company with $4B+ assets
- Work in close collaboration with supervisors and team members to create and manage investment documents
- Analyze the real estate sector through insights into market trends and understanding of regulatory frameworks to formulate complex financial models that evaluate the feasibility of investments and identify associated.
- Assess historical contracts, financial, and tax statements to realize market value of a $12.5M property in El Paso
Jan 2024 - May 2024
Commercial Real Estate Intern
- Evaluate investment opportunities of a $2M value-add multifamily estate in Metro-Atlanta to pitch to investors
- Research value-add opportunities and evaluate pro forma statements to determine the appeal of properties
- Utilize comparisons approach and income capitalization to project a growth potential of multifamily real estate
- Develop PowerPoints that capture market, property, and financial summaries that provide authenticity for data
Jan 2024 - May 2024
Data And Decision Analytics Ta (Teaching Assistant)
- Lead content review sessions for groups of 100 to 165 students for introductory data analytics and coding course
- Utilize active learning strategies as part of session planning to deliver memorable lessons on new difficult topics
Jan 2024 - May 2024
Co-Founder
- Managed six employees for jobs to ensure productive and sensational work as a representation of the company
- Calculated the inflow and outflow of all cash to recognize profits, revenues, and costs associated with business
- Generated an approximated gross income of $6,000/month from new and recurring self-acquired customers
May 2022 - May 2024
Principles Of Microeconomics Si (Supplemental Instructor)
- Coordinated and led weekly group review sessions on course content for 15-30 students in high drop rate classes
- Utilized PowerPoint, public speaking skills, and leadership attributes to contribute to the success of students
Aug 2023 - Dec 2023
Disciplinary Internship
- Participated in training and professional development on program history, group facilitation techniques, session delivery, and active learning strategies to ensure fluency and a well guided workshop from a leadership.
- Collaborated with program leaders and course faculty on session delivery to discuss strengths and weaknesses
- Assisted SI (supplemental instructor) program coordinator with assessments and evaluation of the SI program
Aug 2023 - Dec 2023
Team & coworkers
Colleagues at Financial Technology Partners / FT Partners
Other employees you can reach at ftpartners.com. View company contacts for 160 employees →
RM
Rishi Meswani
Colleague at Financial Technology Partners / Ft PartnersNew York City Metropolitan Area, United States
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MO
Matthew O'Neill
Colleague at Financial Technology Partners / Ft PartnersNew York, New York, United States, United States
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IM
Isabel Mondshine
Colleague at Financial Technology Partners / Ft PartnersMiami, Florida, United States, United States
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WW
Weston Wallin
Colleague at Financial Technology Partners / Ft PartnersNew York, New York, United States, United States
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SC
Stefan Colburn
Colleague at Financial Technology Partners / Ft PartnersLos Angeles, California, United States, United States
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JA
James Austin
Colleague at Financial Technology Partners / Ft PartnersUnited States, United States
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JB
Josh Butler
Colleague at Financial Technology Partners / Ft PartnersSan Francisco, California, United States, United States
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JC
Jesse C.
Colleague at Financial Technology Partners / Ft PartnersYonkers, New York, United States, United States
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GZ
George Zhang
Colleague at Financial Technology Partners / Ft PartnersAnn Arbor, Michigan, United States, United States
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MS
Meghna Sahoo
Colleague at Financial Technology Partners / Ft PartnersSan Francisco, California, United States, United States
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Rishi Meswani
Colleague at Financial Technology Partners / Ft PartnersNew York City Metropolitan Area, United States
View →
MO
Matthew O'Neill
Colleague at Financial Technology Partners / Ft PartnersNew York, New York, United States, United States
View →
IM
Isabel Mondshine
Colleague at Financial Technology Partners / Ft PartnersMiami, Florida, United States, United States
View →
WW
Weston Wallin
Colleague at Financial Technology Partners / Ft PartnersNew York, New York, United States, United States
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SC
Stefan Colburn
Colleague at Financial Technology Partners / Ft PartnersLos Angeles, California, United States, United States
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JA
James Austin
Colleague at Financial Technology Partners / Ft PartnersUnited States, United States
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JB
Josh Butler
Colleague at Financial Technology Partners / Ft PartnersSan Francisco, California, United States, United States
View →
JC
Jesse C.
Colleague at Financial Technology Partners / Ft PartnersYonkers, New York, United States, United States
View →
GZ
George Zhang
Colleague at Financial Technology Partners / Ft PartnersAnn Arbor, Michigan, United States, United States
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MS
Meghna Sahoo
Colleague at Financial Technology Partners / Ft PartnersSan Francisco, California, United States, United States
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3 education records
William Li education
Bachelor Of Business Administration - Bba, Finance And Qss, 3.90/4.00
Associate'S Degree, 3.90/4.00
High School Diploma
Parkview High School
FAQ
Frequently asked questions about William Li
Quick answers generated from the profile data available on this page.
What company does William Li work for?
William Li works for Financial Technology Partners / FT Partners.
What is William Li's role at Financial Technology Partners / FT Partners?
William Li is listed as Finance and QSS Major l Incoming 2025 Investment Banking Summer Analyst l 2026 Graduation at Financial Technology Partners / FT Partners.
Where is William Li based?
William Li is based in Lilburn, Georgia, United States while working with Financial Technology Partners / FT Partners.
What companies has William Li worked for?
William Li has worked for Financial Technology Partners / Ft Partners, Hlm Financial Group, Greentree Capital And Asset Management, Project Destined, and Emory University - Goizueta Business School.
Who are William Li's colleagues at Financial Technology Partners / FT Partners?
William Li's colleagues at Financial Technology Partners / FT Partners include Rishi Meswani, Matthew O'Neill, Isabel Mondshine, Weston Wallin, and Stefan Colburn.
How can I contact William Li?
You can use AeroLeads to view verified contact signals for William Li at Financial Technology Partners / FT Partners, including work email, phone, and LinkedIn data when available.
What schools did William Li attend?
William Li holds Bachelor Of Business Administration - Bba, Finance And Qss, 3.90/4.00 from Emory University - Goizueta Business School.
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