Jack Li Location
- New York, NY, US
Jack Li Work
- 2022 - now Vice President @
- 2019 - 2022 Principal @ MountainCrest Investments Inc.
- 2014 - 2019 Executive Director @
- 2010 - 2014 Director, StabFund Investment Management @
- 2007 - 2010 Quantitative Analyst @
- 2005 - 2007 Vice President @
- 2016 - now Regulatory Control Advisor - Aml Advisory Group @
- 2015 - now Executive Director and Desk Head @
- 2016 - 2016 Kyc and Cip Quality Control Review Consultant â Wealth Management Americas @ Top-Tier Investment Bank
- 2015 - 2015 Bsa and Aml Quality Control Review Consultant â Correspondent Bank @ Top-Tier Investment Bank
- 2012 - 2015 Vice President @
- 2014 - 2015 Kyc and Cip Pep Screening Review Consultant â Corporate and Investment Bank @ Top-Tier Investment Bank
- 2014 - 2014 Bsa and Aml Transaction Monitoring Investigation Consultant â Correspondent Bank @ Top-Tier Investment Bank
- 2013 - 2013 Alternative Investments Analyst - Bureau of Asset Management @
- 2006 - 2012 Associate Director @
- 2005 - 2006 Management Associate @
Jack Li Education
- National University of Singapore 2001 - 2005
- Raffles Institution 1999 - 2000
- River Valley High School 1996 - 1998
- Baruch College
Bachelor of Business Administration (Finance)
Jack Li Skills
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Investment Banking
- Trading Systems
- Valuation
- Bloomberg
- Analytics
- Credit Risk
- Fixed Income
- Corporate Finance
- Structured Products
- Market Risk
- Hedge Funds
- Quantitative Finance
- Credit Derivatives
- Talent Management
- Time Management
- Self Driven
- Risk Management
- Personal Development
- Learning Quickly
- Analysis
- Access
- Shanghainese
- Accounting
- Equities
- Knowledge of Bloomberg and Reuters
- American English
- Private Equity
- Real Estate
- Alternative Investments
- Investment Control
- Financial Reporting
- Asset Management
- Finance
- Financial Analysis
- Microsoft Excel
- Management
- PowerPoint
- Investments
- Financial Risk
- Microsoft Word
- Due Diligence
- Data Analysis
- Internal Audit
- Banking
- Leadership
- Anti Money Laundering
- Financial Services
- Auditing
- Mutual Funds
- Consulting
- Research
- Business Analysis
- Financial Accounting
- Wealth Management
- Retail Banking
- Relationship Management
- Private Banking
- FX Options
- Chinese
Jack Li Summary
- Jack Li, based in New York, NY, US, is currently a Vice President at HSBC. Jack Li brings experience from previous roles at MountainCrest Investments Inc., UBS Wealth Management and RBC Capital Markets. Jack Li holds a 2001 - 2005 National University of Singapore. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Derivatives, Investment Banking and more. Jack Li has 5 emails on RocketReach.
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