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Yueyi Li

Yueyi Li

Personal Banker

Followers of Yueyi Li819 followers
location of Yueyi LiBoston, Massachusetts, United States

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  • Timeline

  • About me

    Product Specialist at Charles River Development, a State Street Company

  • Education

    • University of Science and Technology Beijing

      2012 - 2016
      Bachelor of Engineering - BE Communication Engineering

      Activities and Societies: School Youth League, Red Cross Club, Sports Club

    • University of Science and Technology Beijing

      2012 - 2016
      Bachelor of Economics Financial Engineering(minor)

    • 美国波士顿大学

      2016 - 2018
      Master's degree MS in Mathematical Finance

      Relevant Courses: Advanced Computational Methods, Computational Methods for MF, Corporate Risk Management, Credit Risk, Data Analysis, Fixed Income Securities, Fundamentals of Finance, Machine learning, Portfolio Theory, Scripting Programming, Statistical Methods for MF, Stochastic Calculus for MF

  • Experience

    • Citi Bank

      May 2015 - Jun 2015
      Personal Banker

      •Analyzed and studied current financial products of Citi to design and prepare investment plans for clients•Created a comprehensive plan to manage money for a client with 200,000 RMB based on the client’s financial condition, investment preference as well as the rule of Golden Triangle of Wealth

    • AXA

      Jul 2015 - Dec 2015
      Financial Analyst

      Simulated IPS for macroeconomic analysis, portfolio management and equity research•Conducted relative valuation and forecasted future one year’s portfolio profits; built a model using python to maximize profits of the portfolio and minimized its risks applying the Markowitz ModelEquity research and fund construction on Hang sang stocks, bonds and options•Researched on 20+ stocks across 5 different industries by analyzing stocks’ P/E, P/B, and EV/EBITDA and forecasted those best stocks’ future one-year, three-year and five-year’s prices•Constructed a hedge fund portfolio and calculated the portfolio’s total future profit rate Show less

    • China Minsheng Banking Corp.ltd

      Jun 2017 - Aug 2017
      Data Analyst

      Data cleaning project with database of account managers, clients and strategic clients•Used SQL and python to do data cleaning•Constructed interactive data dashboards using Tableau

    • Trademark Tours

      Jun 2018 - Aug 2018
      Sales & Marketing Analyst

    • TechWithU Consulting Services

      Aug 2018 - Jul 2019
      Financial Analyst

    • State Street

      Jul 2019 - now
      Analytics Product Specialist

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Yueyi Li
      Excellent Student Cadre - Dec 2015
    • Awarded to Yueyi Li
      Second Prize in National English Competition for College Students National English Competition for College Students Nov 2014
    • Awarded to Yueyi Li
      Merit Student - Oct 2014
    • Awarded to Yueyi Li
      Third-Rank People's Scholarship - Oct 2014
    • Awarded to Yueyi Li
      Timeloit Scholarship - Mar 2014
    • Awarded to Yueyi Li
      Outstanding Individual of Society Practice - Sep 2013