Lili Xiang
About Lili Xiang
Lili Xiang is a Product Specialist at HSBC Private Banking, focusing on mutual funds, ETFs, and equities. She advises investment professionals on asset allocation and trading strategies, leveraging her extensive experience in finance and investment analysis.
Current Role at HSBC
Lili Xiang currently serves as a Product Specialist in Mutual Funds, ETFs, and Equities at HSBC Private Banking. She has held this position since 2017, accumulating seven years of experience in the Greater New York City Area. In her role, she advises relationship managers and investment counsellors on portfolio asset allocation, thematic investments, and trading strategies. She is responsible for producing monthly sales and assets under management reports for mutual funds and ETFs, as well as holdings reports for investment counsellors and relationship managers.
Previous Experience at British Council
Prior to her current role, Lili Xiang worked at the British Council as a UK-China Innovation Intern in 2016 for five months. During her internship, she gained valuable insights into cross-cultural collaboration and innovation strategies between the UK and China, contributing to her professional development in the financial sector.
Teaching Assistant Role at Edith Cowan University
In 2013, Lili Xiang served as a Teaching Assistant at Edith Cowan University in Perth, Australia, for eight months. This role allowed her to support academic programs and engage with students, enhancing her communication and organizational skills.
Education at Toulouse Business School
Lili Xiang studied at Toulouse Business School, where she focused on the European banking system in 2016 for 11 months. This educational experience provided her with a solid foundation in banking principles and practices, which she has applied in her subsequent roles in the financial industry.
Investment Analysis and Reporting
In her role at HSBC, Lili Xiang conducts quantitative and qualitative due diligence on long-only offshore mutual funds from 25 fund providers, including BlackRock, JPMorgan, Invesco, and Goldman Sachs. She generates product implementation ideas by analyzing tactical investment views and themes from the Global Investment Strategy team. Additionally, she manages and updates the Global Top Ten and Global High Conviction Themes for equities and discretionary investments.