Lian Li

Data Governance, Reporting & Analytics at Moelis & Company

Role: Associate at Moelis & Company
Location: New York, NY, US
LinkedIn followers: 500 followers

About Lian Li

Experienced Business Management professional with a demonstrated history of working in the financial services industry. Skilled in Financial analysis, vendor management, and data analysis. Combining strong technical skills and critical thinking to drive efficiencies and change.

Experience

Associate
Moelis & Company
Feb 2021 — Present · New York, NY, US
Cross functional support to various Business Management functions including Data & Analytics, Conflicts of Interest Resolution, Client Onboarding (AML/KYC) & Compliance- Point of contact to produce scheduled and ad hoc banking data dashboards and data reports - Ran a comprehensive global monthly data reporting pack to analyze the firms conflicts requests: identify industry trends, analyze the firms conversion rates, reported on MD & office performances- Used Salesforce and Tableau to develop BI reports for multiple domains such as marketing, finance & accounting, investment banking and business managers- Utilized the newly built Snowflake Data Warehouse to build traditional manual Excel reports in Tableau and automate accordingly, drastically reducing BAU report generation time- Automated numerous BAU excel reporting in Tableau format- Spearheaded a data cleansing initiative, improving data accuracy which directly influenced strategic decision-making and increased operational efficiency- Conducted conflicts searches and due diligence; reviewed and analyzed results to determine if a conflict situation exists- Worked with bankers to resolve any potential conflicts of interest between different teams and potential deals- Analyze client data, documentation, and negative news in order to determine Client Risk Profile- Identified missing aspects of the firms global AML/KYC procedures and continuously updated and improved the firms AML

Education

University of California, Davis
Bachelor's Degree, Economics
2011 — 2015
University of California, Davis
Bachelor of Science (BS), Applied Mathematics
2011 — 2015

Skills

Finance
Public Speaking
Financial Modeling
Teamwork
Analytical Skills
Management
Microsoft Office
Analysis
Microsoft Powerpoint
C++
Statistics
Data Analysis
Stock Trading
Stata
C
Financial Analysis
Microsoft Word
Applied Mathematics
Econometrics
Microsoft Excel
Powerpoint
Economics
Research

Contact information

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Work email
l••••••@moelis.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••82

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Current company

Moelis & Company

Investment Banking · 2.1K employees · Founded 2007 · New York, New York, United States

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments, and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, secondary transactions and primary fundraising, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.

moelis.com

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