Bill Li
About Bill Li
Bill Li is an Investment Banking Analyst at Jefferies with a background in finance from the University of Washington.
Current Position at Jefferies
Bill Li currently serves as an Investment Banking Analyst at Jefferies. He has been with the company since 2022 and operates out of the New York City Metropolitan Area. His role at Jefferies involves providing support in mergers, acquisitions, and other financial services, leveraging his analytical skills and finance knowledge to contribute to client projects and transactions.
Previous Role at Cascadia Capital
Bill Li worked at Cascadia Capital as an Investment Banking Summer Analyst in 2021. During his 6-month tenure in Seattle, Washington, he gained valuable experience in investment banking. His responsibilities likely included assistance in financial modeling, market analysis, and preparing transaction documents, contributing to various investment banking activities.
Mentorship Experience at University of Washington
Bill Li served as a Mentor at the University of Washington Investment Banking Accelerator from 2019 to 2021. For two years, he shared his expertise in finance with students, providing guidance and support to those interested in pursuing careers in investment banking. This role allowed him to develop leadership skills and enhance his proficiency in the finance sector.
Educational Background in Finance
Bill Li studied at the University of Washington, where he achieved a Bachelor of Business Administration (BBA) in Finance. His academic journey extended from 1970 to 2021. Additionally, he attended the University of Washington - Michael G. Foster School of Business, where he also pursued a BBA in Finance. His educational background provided him with comprehensive knowledge and skills essential for his career in investment banking.
Membership at University of Washington Finance Association
From 2019 to 2020, Bill Li was a member of the University of Washington Finance Association. During his 9-month membership, he networked with peers, participated in finance-related events, and gained further insights into the finance industry. This experience enabled him to stay updated on industry trends and expand his professional network.