Yang Li, Cfa Email & Phone Number

Toronto, Ontario, Canada

Apply advanced machine learning algorithms under spark/SQL/ python to predict/analyze product/portfolio performanceData mining: FPgrowth;Classification models(XGboost),clustering(kmeans/timeseries);Recommendation:collaborative filtering;vector embedding;

Canada

Leverage visual engagement platform of individual advisors at Canadian retail market, identify key indicators based on marketing analytics, and deliver insights to optimize marketing and sales model• Conducted and developed complete data analysis and visualizations based on big data cloud platforms(AWS, Salesforce) using Spark Apache as well as Python • Derived plan and carried through resolution based on clients’ needs to guide mutual fund sales and marketing journeys• Designed, integrated, maintained and subtracted financial research data from cloud/interactive APIs, like Morningstar• Designed, built test, validated, evaluated, and deployed Machine Learning model such as Xgboost

Montreal, Quebec, Canada

Project: Implement machine learning algorithm (Neural network, Decision trees, Bayes classification and dynamic programming) using following factors to predict the relative future performance of financial securities and provide an easy-to-interpret score for our users and institutional clients in both US and Canadian financial market under Python.• Quantitative data models: extracted, transformed, and updated high quality up-to date market data, constructed customized factors such as momentum, implemented parametric yield curve fitting to bond yield such as Nelson Siegel • Sentiment Analysis: prepared and parsed periodic corporate reports and stock twits from APIs, , then compute the individual sentiment score

Toronto, Ontario, Canada

• SQL BI solution design, development, deployment, and maintenance• ETL process optimization and enhancement using SSIS packages• Reporting design and development in SSRS and T-SQL• Involved in design, development, and process of SSAS multi-dimensional cubes Project: SQL BI Database Solution Design and Execution• Communicated with internal clients, analyzed the business requirements with teammates, then delivered system design for system architecture and the detailed design of the data solution, including modeling (relational and dimensional)• Enhanced the ETL using simplified SSIS packages to deal with multiple sites, by passing in parameters to control the data sources inside the packages• Designed, developed, deployed and maintained SSRS business-oriented reports and SSAS multi-dimensional cubes• Implemented Side-by-Side upgrade and migration from SQL 2016 BI into SQL 2017 BI, including instance installation, patching up-to-date SP level, and post-configuration for all SSIS, SSRS, and SSAS componentsProject: Human Resource Report Generation• Designed, developed, and maintained Power BI reports and dashboards, including matrix, KPI and multi-chart reports by fetching data from different data sources, such as SQL Server databases, SSAS cubes, Python and R Scripts, and GitHub• Performed automatically geographic and demographic of sales amount tracking reports by using Power BI and T-SQL• Shared Power BI reports on both PBI Report Server(on-premises) and PBI Reporting Services(on-cloud)Project: Monthly, Annual, Quarterly Reports Generation

Montreal, Canada Area

• Assist with the inventory verification project, familiar with SAP system• Take minutes and preparing draft reports of internal meetings particularly related to internal organization •Make Financial Balance Sheet and analyze results to senior • Provide assistance as required, toward the smooth organization of the office administrative work by supporting core administrative functions