Li Guan
Financial Investment Advisor
Jinan
Summary
Deadline-focused Investment advisor, highly effective at operating in fast-paced settings. Forward-thinking and proactive with remarkable sense of market and customer positions.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Financial Investment Advisor
China International Capital Co.
Jinan
09.2021 - Current
- Established key procedures for teams preparing documentation, models and presentations.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Analyze risk of exposure, perform cost-benefit analysis, and recommend appropriate solutions for problems identify within their portfolio.(Total AUM: over 100 millions).
- Provide professional advice for institutional and individual on the purchase and sale of stocks,bonds and mutual funds.
Investment Advisor Assistant
Industrial Securities Co
Jinan
10.2019 - 09.2021
- Contacted potential clients to pursue sales and gather funds.
- Contacted and lined up fellow investors to enable successful IPOs.
- Presented financial plans and investment recommendations to clients.
- Design structures for tax planning via variety of market-related products. (Total AUM: over 10 millions)
Post-investment Analyst
Wanxiang Private Equity Investment Co.
Jinan
09.2018 - 09.2019
- Conducted detailed investment analysis, calculations and reports.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Developed financial projections and forecasts to guide investment decisions.
- Conducted due diligence on potential investments and presented findings to investors.
Audit Senior Associate
PriceWaterhouse Coopers LLP
Jinan
01.2016 - 08.2018
- Trained new employees on accounting principles and company procedures.
- Developed financial models to assess and analyze financial performance of clients.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Audit Associate
Deloitte & Touche LLP
Macao
10.2013 - 12.2015
- Analyzed trends in financial data to investigate fluctuations.
- Followed up to assess and report corrective action completion or progress.
- Assessed internal control risks of network through information system audits.
- Analyzed accounting systems for efficiency and effectiveness.
Education
Master of Science - Accounting
University of Macau
Macao 09.2011 - 12.2013
BBA - Accounting
Jilin University of Finance And Economics
Changchun 08.2007 - 07.2011
Skills
Self-motivated nature
undefinedCertification
[Professional exams level], [HKICPA]
Tennis
Working on play tennis for 5 years. Highly collaborative with teamworks.
Timeline
Financial Investment Advisor
China International Capital Co.
09.2021 - Current
[Professional exams level], [HKICPA]
07-2021
Investment Advisor Assistant
Industrial Securities Co
10.2019 - 09.2021
Post-investment Analyst
Wanxiang Private Equity Investment Co.
09.2018 - 09.2019
Audit Senior Associate
PriceWaterhouse Coopers LLP
01.2016 - 08.2018
Audit Associate
Deloitte & Touche LLP
10.2013 - 12.2015
Master of Science - Accounting
University of Macau
09.2011 - 12.2013
BBA - Accounting
Jilin University of Finance And Economics
08.2007 - 07.2011
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