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Lili Wade, CFA

Lili Wade, CFA

Followers of Lili Wade, CFA482 followers
location of Lili Wade, CFACape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Corporate Finance Analyst at BVNK

  • Education

    • University of Pretoria/Universiteit van Pretoria

      2018 - 2018
      Bcom Investment Management (Honours)

    • University of Pretoria/Universiteit van Pretoria

      2015 - 2017
      Bachelor of Commerce - BCom Investment management

  • Experience

    • University of Pretoria/Universiteit van Pretoria

      Feb 2018 - Dec 2018

      Tutor for 3rd year finance module Lectured tutorial classes for first year students struggling with financial concepts

      • Financial department tutor

        Jul 2018 - Dec 2018

      • ISFAP tutor

        Feb 2018 - Jun 2018

    • Bank of China

      Feb 2019 - Oct 2020
      Assistant Risk Manager

      Pre & post management of commercial bank loan accountsChecking of compliance against contract termsResearch assistance for due diligence reportsLiaison with other banks on syndication loans

    • Huawei

      Nov 2020 - Apr 2021
      Financial Specialist

      Provide assistance on financial budgeting and forecastingCommunication with clients for efficient debt collectionProvide assistance on expense account management

    • WaterBorne Capital

      Oct 2021 - Feb 2024
      Financial Analyst

      Financial advisory in project finance, with a focus in renewable energy and infrastructure space across Africa Financial model build and maintenance thereofFacilitate and assist clients in capital raises and financial analysis

    • BVNK

      Mar 2024 - now
      Corporate Finance Analyst

  • Licenses & Certifications

    • Professional Certificate in Data Science

      HarvardX - An Online Learning Initiative by Harvard University through edX
      Apr 2023
      View certificate certificate

    • HarvardX Verified Certificate for Data Science: R Basics

      HarvardX - An Online Learning Initiative by Harvard University through edX
      Jul 2021
      View certificate certificate

    • HarvardX Verified Certificate for Data Science: Visualization

      HarvardX - An Online Learning Initiative by Harvard University through edX
      Jul 2021
      View certificate certificate

    • Essential Financial Modelling

      Gridlines
      Nov 2021
      View certificate certificate

    • CFA Institute Charterholder

      CFA Institute
      Sept 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Lili Wade, CFA
      UP Student CFA Scholarship - Dec 2018 Sponsorship awarded for the CFA Level 1 exam based on scholastic grades and motivation
    • Awarded to Lili Wade, CFA
      UP Postgraduate Honours Equity Merit Bursary University of Pretoria Aug 2018
    • Awarded to Lili Wade, CFA
      CFA Institute Research Challenge - Jul 2018 I was a member of the team representing the University of Pretoria at the annual CFA Institute Research Challenge 2018
    • Awarded to Lili Wade, CFA
      Standard Chartered Bank "Banking on Women" Workshop winner - Jul 2018 Part of the team that won the case study presentation on cryptocurrency at the Standard Chartered Bank's annual "Banking on Women" workshop

  • Volunteer Experience

    • Volunteer

      Issued by Nan Hua Temple YAD
      Nan Hua Temple YADAssociated with Lili Wade, CFA

    • Chairman

      Issued by TAG (Tuks Asian Group) on Jan 2016
      TAG (Tuks Asian Group)Associated with Lili Wade, CFA