Mutian Li
TORONTO,ON
Summary
Finance undergraduate graduating in October 2025 with a strong foundation in financial accounting, management accounting, and financial modeling. Hands-on exposure to financial analysis through banking and asset management internships, with advanced Excel and VBA-based automation skills. Experienced in financial statement analysis, ratio analysis, and investment research. Seeking a Junior Financial Analyst / Financial Analyst role in Canada where strong analytical ability and fast learning skills can drive measurable business impact.
Overview
2
2
years of professional experience
Work History
Asset Management & Deal Sourcing Intern (Remote)
Colton Alexander
USA
05.2024 - 07.2024
- Conducted industry-level research on renewable energy, cleantech, and carbon reduction sectors to support early-stage investment screening
- Screened Seed–Series A startups based on funding stage, scalability, and business fundamentals
- Evaluated shortlisted companies through TAM analysis, competitor benchmarking, and qualitative risk assessment
- Summarized findings and delivered structured investment insights to senior team members via presentations
Sales Manager Assistant
Xiamen International Bank
Beijing, China
07.2023 - 08.2023
- Assisted in analyzing client financial statements and conducting background reviews to support credit and product suitability assessments
- Calculated debt-to-asset and related financial ratios using Excel to evaluate loan repayment capacity
- Supported the processing of large-denomination time deposit products for high-net-worth clients under supervision
- Assisted clients with banking documentation and gained exposure to retail and corporate banking operations
Portfolio Management Intern
Qingdao Zhongfu Rongxin Asset Management Co., Ltd.
Qingdao, China
07.2022 - 08.2022
- Conducted macroeconomic and industry analysis to identify potential investment opportunities and key risk factors
- Applied fundamental and basic technical analysis to assess asset performance and market trends
- Monitored portfolio performance and evaluated impacts on asset allocation and return optimization
- Assisted in assessing company valuation, competitive positioning, and management quality
Education
BBA - Accounting & Finance (Major in Finance)
Toronto Metropolitan University
Toronto10-2025
Skills
- Financial Analysis: Financial Statement Analysis, Ratio Analysis, Basic Valuation
- Financial Modeling: Excel-based Financial Modeling, VBA Automation (UserForms, calculations, scenario analysis)
- Tools: Microsoft Excel, PowerPoint
- Markets Knowledge: Derivatives fundamentals, option payoff structures, risk–return analysis
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Affiliations
Personal experience with options trading, applying payoff analysis and risk concepts to reinforce derivatives coursework
Timeline
Asset Management & Deal Sourcing Intern (Remote)
Colton Alexander
05.2024 - 07.2024
Sales Manager Assistant
Xiamen International Bank
07.2023 - 08.2023
Portfolio Management Intern
Qingdao Zhongfu Rongxin Asset Management Co., Ltd.
07.2022 - 08.2022
BBA - Accounting & Finance (Major in Finance)
Toronto Metropolitan University