See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Kexin Li is a seasoned investment analyst with a strong educational background in Financial Engineering from Columbia University. She has worked with prominent companies such as Taihill Venture, Broadhead Analytics, Grower Venture Capital, and China Guangfa Bank, where she has honed her skills in data analysis, risk management, and investment analysis. Her expertise spans multiple industries, including oil, healthcare, and raw product industries, and she has developed a strong proficiency in data visualization tools such as Tableau.

Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Jan, 2024
    - Apr, 2026

Experience

  • Taihill Venture
    • Beijing, China
    • Investment Analyst Intern
      • Jun 2023 - Aug 2023
      • Beijing, China

      Conducted industry reports on cutting-edge technologies including semi-conductors, new-material membranes, and AI-driven SaaSResearched an aerospace company by conducting due diligence on the key financials and supply chain mechanisms with major contractsManaged risks by structuring capital tables for USD 3 MM capital raising to ensure the exit opportunity for the firmCreated an overview of the competitive landscape for the project company and identified its potential leads in the market

  • Broadhead Analytics
    • New York, United States
    • Data Analytics Intern
      • Jul 2022 - Aug 2022
      • New York, United States

      Delivered 3 projects of data analysis by devising business strategies for ongoing projects in oil, healthcare, and raw product industries, with developing dashboards in Tableau to lecture insights and business solutions for clients, which aids the sales team in closing dealsAccomplished crude oil production data analysis offered by clients, and visualized 10+ sets of acquired data with geographical heat maps by country after data cleaning to show correlations among global market datasetsExecuted seasonal decompose models using Python to identify trends and seasonality in time series dataExamined injury death data to identify leading causes of injury & deaths by intent and mechanism, leveraged correlation models with sex and age group, recommending solutions based on findings

  • Grower Venture Capital
    • Guangzhou, Guangdong, China
    • Investment Analyst Intern
      • Jun 2021 - Aug 2021
      • Guangzhou, Guangdong, China

      Utilized databases such as WIND and Choice to extract information from 5 target companies for further analysisDrove initiatives for fund establishment and collaborative strategies, and helped apply for a government incentive of USD 70 MMResearched target companies' business models and possible credit risks by reviewing business proposals, analyzing financial statements, and conducting due diligence with interviews in compliance with the local policiesPerformed a Fama-French-based risk analysis on 3 ongoing investment projects by drafting risk analysis reports to assess feasibilityProposed data-driven investment recommendation reports in electronic and educational industries

  • China Guangfa Bank
    • Guangzhou, Guangdong, China
    • Corporate Finance Intern
      • Jan 2021 - Feb 2021
      • Guangzhou, Guangdong, China

      Coordinated banking services (money deposit/withdrawal, remittance, and debit/credit card services) to 50+ customers, and helped devise wealth management strategies and assess clients' risk preference and toleranceDeveloped a database with dynamic dashboards to cluster client information and track investment portfolios for pitching investment plansImplemented new features in digital documents with Python stack to achieve auto data update with high efficiency

Education

  • 2023 - 2024
    Columbia University
    Master of Science - MS, Financial Engineering
  • 2019 - 2023
    University of Rochester
    Bachelor's degree, Financial Economics, Joint BA in Mathematics and Statistics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles