Jeffrey Li

About Jeffrey Li

As an Assistant Vice President at Wellington Management, I partner with Business Developers and Relationship Managers to work with some of the largest institutional asset owners in the U.S. I engage with CIOs and investment teams on portfolio management, performance analysis, and market trends, helping clients navigate complex investment solutions. My role requires strong analytical skills, clear communication, and the ability to synthesize investment insights for a sophisticated audience.Beyond my client-facing responsibilities, I have a deep passion for equity investing. Working directly with Portfolio Managers, I conduct fundamental stock analysis, build financial models, and pitch investment ideas. My global perspective – shaped by experiences in both the U.S. and China – gives me a unique lens on market trends, consumer behavior, and macroeconomic shifts. I enjoy challenging consensus, connecting insights across industries, and continuously learning.Always open to discussing markets, investing, and global trends – let’s connect!

Experience

1. Assistant Vice President, Business Development & Relationship Management

   Wellington Management

   Feb 2022 — Present · Boston, MA, US

   Conduct independent bottom-up fundamental research on stocks and pitch ideas across sectors to Portfolio Managers. Demonstrate a good track record of making successful investment recommendations. · Partner with Business Developers and Relationship Managers to service and grow relationships with some of the largest clients, including public pensions, corporate defined benefits, defined contribution plans, endowments and foundations. These relationships, managing over $50 billion in assets, have been instrumental in driving significant increases in client satisfaction, retention, and growth.· Discuss investment issues with the full spectrum of institutional clients and Chief Investment Officers (CIOs).· Communicate on a broad range of investment topics such as asset allocation, portfolio management, investment strategy, guideline/policy issues, performance analysis, portfolio risk, and market outlook.· Partner with Portfolio Managers, Business Developers, and Relationship Managers to conduct portfolio reviews and develop investment solutions.· Analyze performance attribution of equity, fixed income, and asset allocation products.· Efficiently prioritize and manage client requests and inquiries, including standard and ad-hoc reporting, transactions, and regulatory developments.· Contribute to the firm’s cultural and strategic objectives by serving in leadership roles such as Team Leader for an Employee Resource Group and various working groups.

Education

• Northeastern University

  Bachelor of Science - BS, Finance, General

  2014 — 2019