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LINKUN LI 265 Slater Street, Apartment 210 * Manchester, Connecticut 06042 857-719-3550 * ll15fbd2a@westpost.


Dynamic, results-driven financial analyst with extensive experience providing st rategic operational team support with financial analysis, research, fund management, forecasting and modeling tha t facilitates the achievement of organizational goals. Bilingual professional fluent in Mandarin Chinese. * Utilizes superior analytical skills for insightful investment and portfolio an alysis. * Develops and implements innovative financial models to provide right-sized fin ancial solutions. * Provides asset valuation and investment portfolio engineering.

AREAS OF EXPERTISE * * * * * * * * * * * Investment / Portfolio Analysis Financial Analysis / Modeling Asset Valuation Portfolio Engineering Client Relationship Management Fund Management Research Forecasting Team Management / Training Reporting Project Management

COMPUTER COMPETENCIES * * * * * * * * Bloomberg Reuters Thomson SAS Enterprise Miner 9.0 @Risk 5.5 Microsoft: Word * Excel * PowerPoint * Access Morningstar Office & Principia Zephyr

PROFESSIONAL EXPERIENCE SYMMETRY PARTNERS LLC, Glastonbury, Connecticut * 2009 - 2011 SEC-registered investment management firm with $6B+ in AUM. Research Associate: Served as a key member of a research group serving sales, ma rketing and operations teams to research and provide solutions in alignment with busines s objectives. Oversaw research initiatives, portfolio engineering, operational support and per iodical performance reporting to GlobalCore ETF Portfolio and Structured Global Portfoli o. Calculated allocations and performance of underlying benchmark indexes.

Designed and implement the workflow process. Reported and advised executive mana gement and external stakeholders of key data. Created annual tax distribution calculator and ETF pre mium/ discount calculator with advance excel worksheet. Quarterly due diligence readings. Delivered educat ional presentations for advisors. * Authored research papers on market-sensitive topics that were published on the company's website. * Drove the successful completion of numerous portfolio / investment analysis re ports. * Advanced progress of a systematic workflow methodology for municipal portfolio construction. * Earned an excellent rating for an education presentation at the annual advisor s' summit. * Designed Monte Carlos simulation models to on high-impacted projects. E.g. qua ntify high-fee impacts on small accounts, aiding senior management decision-making, design be st fit portfolio draft to minimize trading cost. * Facilitated development of a passive investment website portal in collaboratio n with marketing team. * Created an annual portfolio tax distribution calculator and Quarterly ETFs pre mium / discount calculator with an advanced Excel worksheet. * Served as primary point-of-contact for major stakeholders including Vanguard, iShares, and SPDRs. UNIVERSITY OF CONNECTICUT FOUNDATION, Storrs, Connecticut * 2008 - 2009 A money management program for the UConn Business School. Fund Manager & Treasurer: Researches, analyzes and valuates assigned financial m arket sectors as one of the student fund managers for UConn Foundation's $1M equity fund, utilizing i ndustry databases such as Thomson One Banker, Valueline Investment and S&P NetAdvantage. Assesses underval ued investment opportunities, and employs various financial models, including DCF, RVG, DDM and Market-multiplier to conduct asset evaluation of selected stocks. Authors comprehensive stock reports that include forecasts o f the company's future sales. Owns responsibility for tracking the fund's daily trading activities, consolidat ing the account balance and compiling the fund's performance. Conducts bi-annual performance analysis, apply ing a performance attribution analysis tool. Collaborates with the Fund's president in preparing the investmen t evaluation reports for the Investment Committee. continued... * Partnered in the fund's outperforming the overall market S&P 500 by 7%. * Achieved a strong showing with stock picks, including Goggle with a 34% apprec iation, FPL which had a 16% return, MON which surged from the buying price of $80 to $90+ per sh are and Amazon that rose from $50 to top $70 per share. GE EDGELAB, Stamford, Connecticut * 2008 A cooperative experiment between the University of Connecticut and General Elect ric.

Research Analyst (Summer Intern): Performed research on a GE Capital business pr oblem consisting of the pinch of volatile a short-term borrowing interest rate and the stable (declining) long -term interest rate on the lending side. Utilized financial modeling, academic literature and data mining, employing MS Excel, Jump 3.0 and SAS EM 9.0 to build an interest rate forecasting model based on the behavior of Credit Default Swap. Applied Cox Regression and CIR time-series models. * Awarded the GE Imagination Award. * Provided 10 recommendations on how to improve the model's risk management feat ure. INTERACTIVE DATA SERVICES / MARKET DATA DIVISION, Bedford, Massachusetts * 2005 - 2007 A leading provider of real-time market data solutions to the financial community . International Pricing Specialist: Participated in the ADR evaluation group that served key clients, including Bank of New York, JP Morgan and Morgan Stanley. Maintained a high awareness of m arket movement, reassessing price impact on clients' ADR programs with the IDC's proprietary ADR evaluation model. Served on the Thomson Project, a multi-departmental operating project to replace the existing operatin g platform with the Thomson operating system. Partnered with 2 senior managers in a primary role for the Market Data Services team after the departure of several senior staff members. * Participated in reducing Euronext Stock Exchange processing from 45 to 15 minu tes with the Thomson operating system. * Advised on cost saving by making 10 recommendations for process improvement th at were uncovered within the Thomson building / testing phase. ADDITIONAL CAREER HIGHLIGHTS CGU LIFE INSURANCE COMPANY, Quincy, Massachusetts * 2003 - 2005 An insurance company specializing in accident, Life and retirement products. Licensing & Commission Associate: Selected as main point-of-contact for the comp any's key client, Platinum Insurance, addressing all of the agencies' licensing related issues. Oversaw the contracted independent insurance brokers that represented CGU. Conducted background checks, ensuring fi eld agent compliance with local state agency requirements. Specialized in Tax Shelter Annuity (TSA) licens ing. Investigated and remedied any field agent commission claims. Performed new employee training. * Received a commendation for outstanding service to key client Platinum Insuran ce Marketing which represents 75% of business in CGU's TSA business segment. EDUCATION Master of Business Administration in Finance and Accounting / Corporate Finance

Studies University of Connecticut, Storrs, Connecticut, GPA 3.8/ 4.0 Bachelor of Science in Finance and Insurance / Corporate Finance Studies Northeastern University, Boston, Massachusetts ADDITIONAL TRAINING Chartered Financial Analyst (CFA) Institute - Level I, Level II (June 2011 exam) National Association of Securities Dealers (NASD) Series 6, 63 and 65 Licenses