Calvin Li
About Calvin Li
Calvin Li is an Investment Banking Analyst currently working at Siebert Williams Shank since 2021. He has a background in finance and credit analysis, with previous roles at Build America Mutual, MUFG, and Georgetown Collegiate Investors.
Work at Siebert Williams Shank
Calvin Li has been employed at Siebert Williams Shank as an Investment Banking Analyst since 2021. In this role, he engages in various investment banking activities, contributing to the firm's operations and client services. His experience in the financial sector supports his responsibilities in analyzing market trends and assisting in financial transactions.
Previous Experience in Investment Banking
Before joining Siebert Williams Shank, Calvin Li worked at MUFG as a Corporate Banking Credit Analyst from 2020 to 2021. He also served as a Municipal Credit Analyst at Build America Mutual from 2018 to 2020. His background includes significant roles in investment analysis and credit assessment, enhancing his expertise in the banking sector.
Education and Expertise
Calvin Li studied at the University of Oxford, where he focused on International Finance and Strategic Management, completing his studies in 2016. He also holds a Bachelor's degree in Accounting and Finance from Georgetown University, which he earned from 2013 to 2017. His educational background provides a solid foundation for his career in finance and investment banking.
Internship Experience
In 2017, Calvin Li completed a Financial Services Summer Internship at PwC, where he gained practical experience in the financial services industry. This internship lasted for two months and contributed to his understanding of financial operations and client engagement.
Early Career in Investment Analysis
Calvin Li began his career as an Industrials Investment Analyst at Georgetown Collegiate Investors, LLC, where he worked from 2015 to 2018. This three-year role allowed him to develop skills in investment analysis and market research, laying the groundwork for his future positions in the finance sector.