Jinguang Li
Investment Analyst/Risk Manager
Summary
Skilled and enthusiastic researcher dedicated to supporting advancements in the science and technology industry. Passionate about increasing knowledge to drive growth and bring about necessary improvements. Over 10 years of studying and working in this field, ready to apply extensive knowledge and expertise to make a meaningful impact.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Industry Researcher
Shenzhen Felicity Capital Co. Ltd
04.2021 - Current
- Gathered and organized information for research purposes.
- Conducted thorough literature reviews to identify gaps in knowledge and inform future research directions.
- Maintained detailed records of experimental procedures, observations, and results for accurate reporting and replication purposes.
- Presented research findings at national and international conferences, raising the profile of the institution.
- Collaborated with interdisciplinary teams to conduct comprehensive studies and generate valuable insights.
Investment Professional
Self-Employed
10.2019 - 04.2021
- Constructed the framework of an offshore stand-alone fund structure complying with the Private Placement Memorandum(PPM), the Investment Management Agreement(IMA), and the Investment Advisory Agreement(IAA) for a China-based fund manager
- Assisted a family office fund manager to research and compare quantitative funds that were based in China mainland
- Self-educated and Prepared for the exams of FRM and CFA exams
- Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
Financial Analyst
Shenzhen Infinity Capital Management CO., LTD.
06.2019 - 10.2019
- Independently developed and maintained the fundamental data warehouse system which automatically extracted, reformated, and restored the fund's net asset value(NAV) data from different brokers
- The system was built using NumPy in Python
- Assisted to develop and maintain the program which generated the client reports based on the NAV data stored in the data warehouse
- The reports exhibited the performance curves and the comparisons to the benchmarks for each portfolio
- The diagrams also contained the performance attributions
- Used parametric method to calculate the monthly and seasonal(T=20, 60 days) VaRs for different portfolios with the confidence level of 95%, and reported to CRO
- Independently wrote monthly reports on the states of economic factors(indices fluctuations, market trading volume, contango or backwardation, etc.) which might be potential attribution to the portfolio performance
Director of Marketing
Tandll Investment Management CO., LTD.
06.2018 - 02.2019
- Assisted the fund manager to draft the Due Diligence Questionnaire(DDQ) and independently translated the DDQ into a proper Chinese version
- Assisted to communicate with the fund's custodian, administrator, auditor, and prime brokers for the cooperating process
- Followed the fund manager's ideas to design the business card and adjusting the fund's trademark with Photoshop
- Conducted the PPTs for market promotion
Education
Master of Commerce - Finance
University of New South Wales
Sydney, UNSW 06.2016 - 01.2018
Bachelor of Engineering - Computer Science Engineering
Michigan State University
East Lansing, MI 09.2011 - 05.2016
Skills
Qualitative and quantitative research
Data analysis
Python (with LLMs)
MS office
Team collaboration
Certification
Certified FRM
Sports
Bouldering highest grade accomplished: V7
Electronic Sports: Varsity in college
Timeline
Industry Researcher
Shenzhen Felicity Capital Co. Ltd
04.2021 - Current
Investment Professional
Self-Employed
10.2019 - 04.2021
Financial Analyst
Shenzhen Infinity Capital Management CO., LTD.
06.2019 - 10.2019
Director of Marketing
Tandll Investment Management CO., LTD.
06.2018 - 02.2019
Master of Commerce - Finance
University of New South Wales
06.2016 - 01.2018
Bachelor of Engineering - Computer Science Engineering
Michigan State University
09.2011 - 05.2016
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