Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Sixuan Li

Summary

Dynamic Investment Analyst with a proven track record at Principle Partners Pte Ltd, specializing in fundamental analysis and portfolio management. Enhanced fund performance through strategic cost control and innovative product development. Adept at streamlining processes and fostering team communication, resulting in improved efficiency and alignment with client financial goals.

Investment professional with proven track record in financial sector, excelling in market analysis and strategic investment planning. Known for collaborative mindset and results-driven approach, ensuring adaptability and reliability in dynamic environments. Expertise in financial modeling and risk management, coupled with strong analytical skills and proactive attitude.

Competitive investment banking professional offering strengths in pursuing business opportunities and making successful deals.

Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives.

Overview

3
3
years of professional experience

Work History

Investment Analyst

Principle Partners Pte Ltd
01.2021 - 02.2024
  • Optimized fund performance with a keen focus on cost control measures and expense management initiatives.
  • Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
  • Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
  • Contributed to the development of innovative investment products catering to evolving client needs.
  • Conducted detailed investment analysis, calculations and reports.
  • Enhanced portfolio performance by conducting thorough investment research and analysis.
  • Streamlined internal processes, resulting in improved efficiency for the investment team.
  • Reduced risk exposure through diligent monitoring of market trends and economic indicators.

Education

BBA - Accounting And Finance

Kaplan
Singapore, Null, Singapore
11-2020

Skills

  • Fundamental analysis
  • Financial statement analysis
  • Valuation techniques
  • Company profiling
  • Portfolio management
  • Wealth management
  • Asset allocation
  • Technical analysis
  • Industry analysis
  • Investor presentations
  • Capital markets

Accomplishments

I gained a solid foundation in financial modeling from my prior internship experiences, including leveraged buyout (LBO) and discounted cash flow (DCF) evaluation, that I used to evaluate the feasibility of different infrastructure and energy projects. I prepared thorough financial reports and conducted extensive market analysis in close collaboration with top analysts to assess investment prospects. In addition to improving my analytical skills, this experience gave me a thorough awareness of the trends and regulatory framework in the energy sector, especially with regard to energy from renewable sources.

Additional Information

I am an energetic and creative worker who excels in changing, rapid workplaces. I am convinced that my dedication, keen eye for specifics and capacity to successfully convey complicated financial ideas will help your employees succeed.

Timeline

Investment Analyst

Principle Partners Pte Ltd
01.2021 - 02.2024

BBA - Accounting And Finance

Kaplan
Sixuan Li