Jessie LI

• Supported relationship management for 3+ HNW clients (CNY 30M AUM), delivering bespoke pitch books and investment proposals that contributes a ~5% increase in Net New Assets (NNA) through tactical asset rebalancing. • Established dashboards across equities, rates (yield curve), credit (IG/HY yield), and report for macro data releases. • Constructed multi-asset portfolios using Excel and Wind data feeds; applied standard MVO to rebalance client holdings, achieving 0.15–0.20 improvement in Sharpe Ratio and 60-bps (0.6%) reduction in annualized volatility. • Developed a systematic back testing framework in TDC for tactical equity strategies, identifying high-conviction stocks (300835.SZ, 600111. SH, 1880.HK etc.) that outperformed the CSI 300 by 8.5% in simulated performance.

1. Supported relationship managers in serving 3+ corporate clients, drafting client proposals that secured mandates. 2. Analyzed financial statements and built financial models for a CNY 1B infrastructure syndicated loan, modelled cash flows to assess credit risk and evaluate the borrower's ability to repay; Wrote 3+ credit memos for borrowers. 3. Coordinated deal execution and due diligence, aligning risk teams and external stakeholders to accelerate closing.