Elizabeth Yifei Li

Lead Fixed Income Portfolio Analyst @Wellington Management

Boston, MA, US
MOBILE NUMBERS
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WORK HISTORY

Jul 2024 — Present

Lead Fixed Income Portfolio Analyst @Wellington Management

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Boston, MA, US

Asset Class Expertise:Convertible Bonds: portfolio management and construction, idea generation, security selection, strategy development, internal credit ratings, risk monitoring.Loan Portfolios: Portfolio management and construction, optimizationCLO Portfolios: Cross-functional coordination to build scalable systems, portfolio optimization

EDUCATION

2009 — 2013

Northeastern University

Dual Bachelor of Science, summa cum laude, Economics and Mathematics

2014 — 2015

Massachusetts Institute of Technology

Master's Degree, Finance, General

SKILLS

StatisticsAccessFinanceVbaFinancial ModelingMarketingPortfolio ManagementMicrosoft ExcelResearchInvestment ManagementEconometricsData AnalysisMacro AnalysisR ProgrammingFinancial ReportingMachine LearningFinancial ModellingAnalysisLeadershipCorporate FinanceSocial MediaAnalytical SkillsSas ProgrammingCredit AnalysisFinancial Statement Analysis

ABOUT ELIZABETH YIFEI LI

Investment professional specializing in leveraged credit with hands-on experience across convertible bonds, loans, CLOs, and high yield. I support portfolio managers through the full investment lifecycle—from daily trade and idea generation to long-term strategic projects—while maintaining strong communication and operational precision.I excel in fast-paced, outcome-driven environments, balancing day-to-day responsibilities with cross-functional initiatives that improve scalability and efficiency. Skilled in quantitative portfolio construction (MATLAB, Python), risk monitoring, and identifying insights that drive high-impact investment decisions.

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Elizabeth Yifei Li — Lead Fixed Income Portfolio Analyst at Wellington Management in Boston, MA, US | Unifers