Yifan Li, Cfa
About Yifan Li, Cfa
Yifan Li is an Associate Director in Investment Counselling at HSBC Private Banking, where he has worked since 2016. He has a background in equity analysis and quantitative portfolio analysis from Pictet Asset Management and holds advanced degrees in Banking and Finance and Financial Engineering.
Current Role at HSBC Private Banking
Yifan Li serves as Associate Director in Investment Counselling at HSBC Private Banking. He has held this position since 2016, contributing to the firm for over eight years in Hong Kong. In this role, he focuses on providing tailored investment advice and solutions to clients, utilizing his extensive knowledge in financial markets.
Previous Experience at Pictet Asset Management
Prior to his current role, Yifan Li worked at Pictet Asset Management in various capacities. He served as an Equity Analyst for 11 months in London from 2015 to 2016, where he analyzed equity investments. Before that, he worked as a Quantitative Portfolio Analyst in Geneva for one year from 2014 to 2015, focusing on quantitative methods to enhance portfolio performance.
Education and Expertise in Finance
Yifan Li holds a Master’s Degree in Financial Engineering and Risk Management from HEC Lausanne, which he completed from 2012 to 2015. He also studied Banking and Finance at the University of Zurich, participating in an exchange semester from 2013 to 2014. His educational background equips him with a solid foundation in both fundamental and quantitative analysis.
Skills in Financial Analysis and Client Management
Yifan Li possesses strong skills in financial modeling, particularly using Matlab, which supports his analytical capabilities. He has experience in client relationship management within the investment sector, allowing him to effectively engage with clients and address their investment needs. He is fluent in both Mandarin and English, enhancing his communication skills in diverse environments.