Yan Li
CFA, FRM
- Role
- Lead Institutional Investment Portfolio Analytics Consultant at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Yan Li
MBA with educational background in international economic studies and finance. Corporate experience in Global Banking portfolio financial analytics, loan products analytics, Enterprise Stress Testing (EST), Investor Relation Reporting, market entry strategy, and business development. Skilled in financial analysis, data analysis, investment strategy, marketing strategy, financial product pricing, coding, and business process streamlining.
Experience
Lead Institutional Investment Portfolio Analytics Consultant
Sep 2023 — Present · Charlotte, NC, US
Education
Shanghai Institute of Foreign Trade
Bachelor of Arts (B.A.), International Business, Trade, and Tax Law
2008 — 2011
Shanghai International Studies University
Bachelor Degree, Arabic
2007 — 2011
University of North Carolina at Charlotte
Master's degree, Mathematical Finance
2020
The Johns Hopkins University - Carey Business School
Global MBA, Finance and Financial Management Services
2011 — 2013
Skills
- Venture Capital
- Finance
- Private Equity
- Modeling
- Management Consulting
- Investments
- Portfolio Management
- Business Planning
- Business Development
- Excel Vba
- Banking
- Sql
- Corporate Finance
- Bloomberg
- Strategic Planning
- Market Research
- Business Strategy
- Financial Modeling
- Strategy
- Analysis
- Financial Analysis
- Data Analysis
- Valuation
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