Tong Li, FRM, CMA

Tong Li, FRM, CMA

Research/Teaching Assistant

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location of Tong Li, FRM, CMAXi'an, Shaanxi, China

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  • Timeline

  • About me

    Risk Manager at Western Trust

  • Education

    • Memorial University of Newfoundland

      2007 - 2011
      B.A. Finance, General
    • 西安交通大学

      2023 - 2026
      Master's degree Finance, General
    • Memorial University of Newfoundland

      2011 - 2013
      MBA Finance
  • Experience

    • Memorial University of Newfoundland

      Feb 2012 - Sept 2012
      Research/Teaching Assistant

      •Discussed assigned duties with professor in order to coordinate instructional efforts •Assisted in administrative duties such as completing reports •Corrected exams and aided the professor in any necessary tasks

    • American Apparel

      Oct 2012 - Aug 2013
      System Trainer

      •Resolved discrepancies between two systems adopted for inventory control •Maintained reliable data of inventory to control shrink and out of stocks •Attended China RFID Deployment Team, responsible for RFID in-store training in China

    • China Audit Asia Pacific Certified Public Accountants LLP

      Sept 2013 - Sept 2014
      Auditing Associate

      •Reviewed clients' accounts and report to shareholders on the financial status of the company •Appraised the effectiveness of clients' financial systems •Consulted with clients to solve other complex business problems

    • PwC Hong Kong and Mainland China

      Oct 2014 - Nov 2015
      Auditing/Advisory Assistant

      •Assisted auditor to complete engagement workflow•Consistently demonstrated teamwork dynamics by working as a team member•Participated in the Capacity Planning and Resource Management project which aims to maximize the internal productivity

    • Moody’s Analytics

      Nov 2015 - Sept 2017
      Financial Engineer

      •Validated cash flow data for structured finance transactions and calculated key metrics such as prepayment rate and default rate•Constructed cash flow models for Chinese Inter-Bank CLOs and evaluated risk mitigation measures•Performed stress testing for structured finance transactions and identified risk components

    • Ping An Real Estate

      Sept 2017 - May 2018
      Credit Rating Manager
    • 西部信托有限公司

      May 2018 - now
      Risk Manager
  • Licenses & Certifications

    • Certified Financial Risk Manager (FRM)

      GARP FRM Program
      Aug 2021
      View certificate certificate
    • Certified Management Accountant (CMA)

      IMA | Institute of Management Accountants
      Sept 2022