Shuqi Li

UAT Testing, Product Owner

• Conducted equity research in the insurance industry, focused on asset allocation, competitive edges, and core ratios. • Initiated Customer Due Diligence (CDD) for clients from 20+ countries, collaborated with the legal team on Anti-Money Laundering (AML) processes, and completed 400+ Know Your Customer (KYC) procedures. • Wrote a KYC Handbook for 5,000+ words on the KYC process, published as an official manual on the intranet. • Automated 20+ data visualization reports by Tableau for the Global CEO.

• Researched on 10+ technical analysis indicators for strong stocks, formulated a short-term investment strategy. • Optimized existing Excel functions, devised new operational procedures for routine tasks, and achieved a significant 50% reduction in working time.

• Developed convertible bond investment strategies based on stock and bond market trends. • Produced 40+ research reports about credit bond and convertible bond markets.

• Researched on the pan-entertainment industry, produced Teasers, and authored research reports for 150+ pages. • Examined financial statements and built valuation models, launched roadshows based on due diligence reports.

• Program: Master in Finance (MIF), Financial Markets Track & Energy and Commodity Finance Track • Public Exams: CFA Level 2 (passed), TOEFL 107, IELTS 7.5, GRE 331.

• Major: Finance (Bachelor of Economics) GPA: 3.74/4.00 Weighted Average: 89.90/100 • Award: 1st Prize of Chinese Mathematics Competitions (National Level Prize, top 0.3% in China)