Leo Li
Operational Risk and Investment Compliance Leader
- Role
- Director of Investment Data Analytics at F&G
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Leo Li
Strong front office trading and compliance knowledge. Experienced manager with trading applications and the system relationships among Portfolio Management Tools for compliance, Order Management Tools, Data Management Tools, and Execution Management Tools. Strong people management skill - selected, hired, trained, and managed a team of highly skilled investment analysts for 3 years with good career progressions for all team members. Team also had great retention rate even when internal and external competition for talent are high. Expert in Charles River Development Compliance and Tests Development, System Administration, Blotter Design and Implementation and Workflow Monitor Designs; Certified in Charles River Compliance Strong knowledge in front office application such as Bloomberg and Thomson Reuter EIKONProficient in Microsoft SQL Management Tool and Data ManagementStrong Microsoft Excel/Access and VBA knowledge, especially plug-ins by Bloomberg and CRD.Database management and query on trading patterns and best executionMBA from Villanova University with double concentration in International Business and Finance.
Experience
Director of Investment Data Analytics
Dec 2025 — Present
Education
Villanova University
MBA, Finance, International Business Management
University of Ottawa
Bachelor of Commerce with Honors, International Finance
Villanova School of Business
Master of Business Administration - MBA
Skills
- Series 7
- Sql Server Management Studio
- Advanced Excel
- Asset Management
- Access
- Etfs
- Microsoft Excel
- Database Design
- Charles River System Administration
- Acl
- Finance
- Strategy
- Mutual Funds
- Risk Management
- Bloomberg
- Equities
- Bloomberg Terminal
- Charles River Ims
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