Jiaqi Li

Jiaqi Li

Investor Relations

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location of Jiaqi LiHong Kong, Hong Kong SAR

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  • Timeline

  • About me

    Asset and Wealth Management, Global Markets

  • Education

    • Kelowna Christian School

      2015 - 2018
      High School Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
    • Clayton Heights Secondary

      2014 - 2015
      Middle School Canada
    • Columbia University in the City of New York

      2017 - 2017
      Summer Program Entrepreneurship/Entrepreneurial Studies
    • The University of Hong Kong

      -
      Master of Finance Financial Technology
    • The University of Hong Kong

      2018 - 2022
      Bachelor of Finance Asset Management and Private Banking
    • Peking University

      2016 - 2016
      Summer Program Economics/Marketing
  • Experience

    • Fosun International Ltd / ADR

      Jun 2020 - Aug 2020
      Investor Relations

      - Hosted a series of investor roadshows and conferences for the Chairman (Guo Guangchang) and the IR team- Prepared materials for investors’ questions about Fosun’s core lines, including pharmaceuticals and tourism industries

    • Haitong Securities

      Nov 2020 - Dec 2020
      Winter Analyst
    • CICC

      Jun 2021 - Aug 2021
      Asset Management

      - Assisted in drafting FOF asset management contracts for over 1,000 high-net-worth individuals and institutions- Conducted product due diligence (PDD) of high yield fixed income products based on the corporate’s PDD framework- Prepared Selling & Suitability materials as part of the risk management processes, such as KYC and AML for clients- Learned about ELN and FCN derivative products and bridged communication among sales, product and operation teams

    • Haitong International Securities Group Limited

      Sept 2022 - Nov 2023

      - Executed trades with a daily volume of around US$ 10M in HK and China Connect markets using diverse strategies- Authored daily market commentaries for HK, mainland China, and Japan markets, covering market dynamics- Developed proficiency in navigating electronic trading platforms (Fidessa & Bloomberg) and analyzing real-time data - Analyzed EU natural gas supply, demand, and storage levels for 2023 winter after cutting off Russian gas supplies- Initiated a report on a U.S.-based fuel cell maker and built supporting financial models together with the head analyst- Pitched ideas to institutional clients and assisted in writing weekly global strategy reports on global energy transition

      • Equity Sales Trader

        Feb 2023 - Nov 2023
      • Equity Research - Global Energy Transition

        Sept 2022 - Jan 2023
  • Licenses & Certifications

    • CFA Level II Candidate

      CFA Institute
      Jul 2021
  • Volunteer Experience

    • Intern

      Issued by MOU PROJECTS Art Gallery on Aug 2024
      MOU PROJECTS Art GalleryAssociated with Jiaqi Li
    • Co-Founder

      Issued by University Career Insight League on Jan 2019
      University Career Insight LeagueAssociated with Jiaqi Li
    • Team Leader

      Issued by Beyond The Pivot on Jan 2018
      Beyond The PivotAssociated with Jiaqi Li