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 Securities's official account according to the internal database

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)