Senior Investment Analyst @ (September 2021 - September 2024)
Senior Analyst @ (February 2017 - January 2020)
Senior Research Analyst @ Gray & Company Global Investment Solutions (July 2015 - February 2017)
Research Analyst @ Gray & Company Global Investment Solutions (September 2011 - July 2015)
Supplemental Instruction Leader and Graduate Assistant, School of Accountancy and MIS @ (September 2010 - June 2011)
Jingwei Li Education
DePaul Driehaus College of Business
Master of Science in Accountancy (With Distinction)
2010-2011
DePaul Driehaus College of Business
Master of Science in Finance (With Distinction)
2008-2010
Dongbei University of Finance and Economics
Bachelor's Degree (Financial Management)
2003-2007
Jingwei Li Skills
Client Advisory & Services
Donor Wealth Management
Impact Investing
Investment Manager Research and Due Diligence
Investment Operations
Multi-asset Portfolio Management
Portfolio Performance Reporting & Analysis
Treasury Management
Due Diligence
US GAAP
Analytical Skills
Investment Analysis
Financial Analysis
Training
Equities
Investment Advisory
Valuation
Public Speaking
Fixed Income
Investment Management
Project Management
Capital Markets
Investment Manager Research
Customer Service
Microsoft Office
Financial Accounting
Business Analysis
CPA
GMAT
Winter
Screening
Financial Data
Credit Cards
Payments
Expenses
Sales
Data Entry
Net
Grading
Students
Instruction
Finance
Construction
Facilitation
Scholarships
Great
Search
Management
Revenue
Financial Statements
Operational Analysis
Journals
Statistics
Checking
Sorting
PowerPoint
Accounting
Entry
Foundation
Professors
Publishing
Acquisitions
Microsoft Excel
Bank Deposits
Has Errors
Research
Chicago
Loans
Analysis
Written
Photocopier
R
Economics
Applications
Chinese
Managerial Finance
Office Management
Data Collection
Communication
Cash Flow Management
Christian Ministry
Fax
IPO
Compensation
Accounts Receivable
Income
Chartered Financial Analyst
Responsibility
Usa
International
Running Errands
Internships
Teaching
FoxPro
Academic
Credentials
Frame
Microsoft Word
Cash
China
Instructional Design
Trading
Filing
MIS
Bilingual Communications
Institutional Investments
Asset Management
Performance Reporting
Corporate Finance
Data Analysis
Spreadsheets
Jingwei Li Summary
Jingwei Li, based in San Francisco, CA, US, is currently a Manager, Investment Management at TIAA Kaspick. Jingwei Li brings experience from previous roles at Tides, Consequent Capital Management, LLC and Gray & Company Global Investment Solutions. Jingwei Li holds a 2010 - 2011 Master of Science in Accountancy (With Distinction) @ DePaul Driehaus College of Business. With a robust skill set that includes Client Advisory & Services, Donor Wealth Management, Impact Investing, Investment Manager Research and Due Diligence, Investment Operations and more. Jingwei Li has 1 emails and 1 mobile phone numbers on RocketReach.
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