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Lily (Shuangli) Li, Cfa profile image

Lily (Shuangli) Li, Cfa

Senior Associate at Alpha Leonis Partners AG
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Location
Zurich, Zurich, Switzerland, CH
Languages
  • Mandarin Native or bilingual proficiency
  • Cantonese Full professional proficiency
  • English Full professional proficiency
  • German Professional working proficiency
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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Alpha Leonis Partners AG
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate
      • Jan 2024 - Present

      - Multi-asset portfolio advisory- Hedge fund selection and portfolio management- Macro-driven asset allocation model

    • Associate
      • Dec 2021 - Dec 2023

    • Research Analyst
      • Jul 2020 - Nov 2021

  • HSBC
    • New York, United States
    • Senior Analyst
      • Sep 2018 - Dec 2019
      • New York, United States

      - Strategic planning and execution of the US turnaround plan- M&A and strategic partnerships- Bank valuation- Industry and competitor research- Business performance analysis- Financial analysis for strategic proposals

  • Deloitte
    • Senior Consultant - Financial Markets
      • Jul 2017 - Sep 2018

      - Securities and derivatives data transformation- Robo Advisor- Process re-engineering & automation- Deloitte stock picking challenge

    • Consultant - Financial Markets
      • Jul 2015 - Jul 2017

      - Robotics and cognitive automation- Business valuation- T+2 Settlement Cycle- Project management for the Consolidated Audit Trail

  • Orient ES Capital Group
    • Hong Kong
    • Private Equity Intern
      • Feb 2014 - May 2014
      • Hong Kong

      - Industry research - Enterprise valuation - Pitchbook development- Pipeline tracking

  • Bernhard Schulte Shipmanagement
    • Hong Kong
    • Strategy and Product Development Intern
      • Jun 2013 - Aug 2013
      • Hong Kong

      - Strategic and joint venture proposals- Enterprise integration process

  • OOCL
    • Hong Kong
    • Sales and Marketing Intern
      • May 2012 - Aug 2012
      • Hong Kong

      - Market and business model analysis- Sales assistance and customer relations

Education

  • 2014 - 2015
    Duke University - The Fuqua School of Business
    Master's Degree, Management Studies
  • 2010 - 2014
    The Hong Kong Polytechnic University
    Bachelor's Degree, Major in International Shipping and Transport Logistics; Minor in Financial Services
  • 2012 - 2013
    Uppsala University
    Business Studies (Exchange Program)
  • 2007 - 2010
    Chongqing Nankai Middle School
    High School, Science (Maths, Physics, Chemistry)

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Industry Focus. “Financial Services”

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