Xinyuan Li Email & Phone Number

Shanghai, China

• Collected the financial data of key companies in the non-ferrous metal industry, built a comprehensive financial model to interpret their operation result, and wrote detailed research reports
• Retrieved and analyzed non-ferrous metal industry news and completed the briefings on both industry and individual stocks, put forward comments and suggestions on a monthly basis
• Organized minutes of research meetings of listed companies, participated in team projects related to the non-ferrous metal topic, and updated data through Wind, Asian Metal Network, etc.Submitted articles on Minsheng.

Beijing, China

• Collaborated with client-facing teams and provided strategic guidance based on clients’ financial documentation, historical insurance, and risk preferences using an internal assessment approach
• Conducted industry and market research through quantitative and qualitative analysis of quarterly data of leading insurance companies, their market positioning, and global performance
• Prepared investment allocation plans, relevant reports, and presentation materials for high-net-worth individual and family clients
• Participated in various product seminars, exchanging perspectives with other insurance companies’ executives

Master Of Arts - Ma, Mathematics Of Finance

Bachelor Of Arts - Ba, Economics, 3.88/4

Bachelor Of Science - Bs, Mathematical Finance And Statistics, 3.88/4

Activities and Societies: Kaggle ML Competition (S&P 500)