Yang Li

Experience

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  Bank of China

  Jul 2006 - Aug 2016

  Director/Sub-branch Manager

  5 times awarded A in KPI Rated.2 years in charge of the DCM team, distributed over US$ 6.3 billion bonds including MTN, CP, SCP and Panda Bond for BC, Canada, created US$ 8.21 million in intermediary business income.1 year in Sub-Branch management, marketed US$ 140 million deposit from insurance companies, innovated the 1st fund pool investment (US$ 71.4 million)to financial asset beneficiary rights based on FI credit in Shenzhen Branch.7 years in fund and insurance product admittance and sales team management. Wrote over 160 thousand words Sales Case Handbook to support sales team and awarded the BOC Banc-insurance Expert Title by BOC Head Office. Show less

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  Soochow Securities Co., Ltd.

  Sept 2016 - Jun 2018

  Vice General Manager in Shenzhen

  As a team founder, expand 100+ Banks by Cold Call and achieve cooperation with 20+Banks.Achieve US$ 1 billion AUM and US$ 1.5 million profit to support the team operation.

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  Huatai-PineBridge Fund Management Co., Ltd. (Formerly AIG-Huatai)

  Jul 2018 - Aug 2023

  Head of South China

  As team leader and founder, achieve over US$ 4.1 billion AUM (including MMF, Bond, Equity, Index, QDII, FOF and other funds) from zero.Create US$ 11 million annual profit (accounting for 1/4 of the entire institutional line) in 2022, which is over 20 times than 2018.Cooperation with 70+ Financial Institutions including Bank Financial Market Dept. Bank Wealth Management Co.,Ltd, FOF managers, Insurance companies and 40+ QFII Investors such as HSBC, Nomura and Jane Street.Drive product innovation in Fixed Income, achieve the 1st amortized cost valuation Bond Funds, Huatai-Pinebridge Jintai (007867) to capped scale-US$ 1.1 billion AUM. Show less

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  Shanghai University of Finance and Economics

  Sept 2021 - now

  Financial Industry Tutor

  Propose FOF project, Practical operation in Wind App, Research Methodology, Form Thesis.

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  Guangdong University of Foreign Studies South China Business College

  Sept 2021 - now

  Accounting Industry Tutor

  Connecting schools with society, Student Career planning, Supply internship opportunity.

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  Shenzhen Ma Hong Foundation Think Tank Eyeshot

  Mar 2023 - now

  Think Tanks Member

  Due to the professional in Finance, Be chosen as one of the 100 Experts from the whole city.

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  DC Fund

  Sept 2023 - now

  Executive Director

  Proposed the "the Index Choice of Da Cheng" brand strategy, Guide and Participate in clients visits (including to FI & toC), live broadcasts and roadshows, Achieve over 80% growth in AUM from US$1.15 billion to US$2.7 billion. (tips: the exchange rate is 1:7.3)Expanding Securities Lending, Hedge fund market maker, Design "Snowball Structure" with derivatives and other innovation base on ETFs, in order to create Index Ecosystem.