I am a financial analyst with a strong focus on wealth management, financial planning, and portfolio optimization. With experience at Fidelity Investment Management and the People's Bank of China, I have developed advanced skills in investment analysis, fund performance evaluation, and financial data analysis. I recently completed a Master’s degree in Financial Planning at New York University, where I honed techniques in financial management, valuation, and risk assessment.In my previous roles, I successfully analyzed global market trends, conducted SWOT analyses, and provided actionable insights for portfolio optimization. My experience spans wealth management, financial analysis, and international markets, which equips me with a comprehensive understanding of both macroeconomic conditions and individual financial strategies. While I am fluent in Mandarin and English, I am currently learning Spanish, German, and Russian, expanding my ability to serve diverse client needs. I am passionate about using my skills to deliver tailored financial solutions and help clients achieve their goals.
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Quantitative Research ProgramJpmorgan Chase & Co. Jan 2024 - Feb 2024•Developed sophisticated data analysis algorithms capable of processing input dates and generating accurate price estimates for both historical and predictive analyses, enhancing decision-making precision.•Engineered an innovative prototype pricing model, designed for extensive validation and testing, laying the groundwork for seamless integration into production environments.•Constructed a robust Python-based model dedicated to estimating borrower default probabilities, integrating comprehensive risk assessment tools into financial decision-making processes.•Implemented intricate Python code to categorize customers based on FICO scores systematically, enabling precise targeting and assessment of default probabilities, thereby optimizing risk management strategies. -
Investment Banking ProgramJ.P. Morgan Dec 2023 - Jan 2024• Contacted and assessed potential Asian acquisition targets in coordination with the Hong Kong manager, conducting thorough evaluations to measure feasibility for clients.• Throughout the entire M&A process, conducted comprehensive investigations into target companies, including EBITDA, operational products, ownership structures, and sales locations. Analyzed acquisitions and reported recommended levels to the acquiring company.• Utilized DCF modeling to develop accurate and insightful discounted cash flow valuations, contributing to well‑informed decision‑making.• Provided clients with comprehensive advice on strategic investment decisions, considering valuation implications. Effectively communicated with clients to ensure a seamless transaction experience and fostered strong collaborative relationships.• Supervised post‑acquisition performance, actively monitoring outcomes, and recommending strategic optimizations to maximize value for stakeholders. -
Senior Financial AnalystPeople'S Bank Of China Sep 2021 - Jun 2022• Enhanced Financial Analysis and Reporting: Conducted comprehensive financial analysis of macroeconomic trends, pricing strategies, and profitability models, providing actionable insights that informed monetary policy decisions and improved financial stability.• Efficiency Improvement: Led the design and implementation of a new internal data management system for financial and economic data, increasing data processing efficiency by 25% and improving the accuracy of over 450 data points.• Market Monitoring and Analysis: Monitored financial market indicators, including trading volume, investor sentiment, and economic data, to assess market conditions and provide timely recommendations to senior management. -
Financial AnalystPeople'S Bank Of China Sep 2019 - Sep 2021China• Strategic Reporting: Prepared and delivered over 40 detailed financial reports and presentations to senior management and decision-makers, supporting informed strategic decisions and policy formulation.• Operational Risk Mitigation: Monitored key financial indicators, including liquidity ratios and credit spreads, providing timely insights that enabled proactive risk management and a 20% reduction in market risk exposure.
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Wealth Management AnalystChina Construction Bank (Asia) Sep 2018 - Sep 2019China• Client Advisory: Advised 50+ clients on investment opportunities and financial planning strategies using financial planning software, increasing client wealth by 25% and satisfaction by 15%.• Portfolio Customization: Conducted detailed financial needs assessments and developed customized investment portfolios to meet client objectives, improving portfolio performance by 18%.• Client Management: Provided ongoing client support and relationship management, ensuring high levels of client satisfaction and retention.• Market Analysis: Analyzed market trends and economic indicators to recommend suitable investment products and strategies, enhancing client understanding by 20%. -
Quantitative Research AnalystOrient Securities Sep 2017 - Aug 2018 -
Financial Reporting AnalystPeople'S Bank Of China Jul 2016 - Sep 2016China
Yi Li Education Details
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3.778
Frequently Asked Questions about Yi Li
What is Yi Li's role at the current company?
Yi Li's current role is Graduate student of financial planing in NYU.
What schools did Yi Li attend?
Yi Li attended New York University, 吉林外国语大学.
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