Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Xinyi Li

Toronto,ON

Summary

I am a data analyst with a strong background in financial analysis, statistics, and machine learning. I specialize in turning complex financial data into actionable insights that drive smarter investment decisions, risk management strategies, and business planning. With expertise in tools like Python, SQL, Excel, and Tableau, I’m skilled at building financial models, forecasting trends, and identifying performance patterns across large datasets. My experience includes working with time-series data, portfolio analysis, and valuation metrics. I stay up to date with emerging technologies and industry practices through professional development courses, finance and data science publications, and fintech events. In addition to my technical capabilities, I bring analytical thinking, clear communication, and a collaborative mindset to every project.

Overview

3
3
years of professional experience

Work History

Associate Investment Analyst

NPW
Toronto, Ontario
07.2023 - 09.2023
  • Performed extensive analytical investment calculations and reports.
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Identified alternative investment opportunities, including private equity and venture capital, with potential for significantly higher returns.
  • Presented research findings at regular team meetings to foster cross-functional communication, leading to the exchange of innovative ideas, and more informed decision-making.

Data Analysis/Business Development Intern

JINGDONG Logistics
Beijing, China
12.2021 - 01.2023
  • Analyzed current procedures and user feedback to identify system inefficiencies, leading to process optimizations that improved operational efficiency and user experience.
  • Implemented data quality control measures to maintain integrity of analysis.
  • Conducted data collection, cleaning, and preprocessing to ensure accuracy and reliability of datasets.
  • Collaborated with cross-functional teams to understand data requirements and deliver actionable insights.

Counselor

Shanxi JINHUA Education
Taiyuan, China
07.2021 - 10.2021
  • Researched best practices in the field of counseling in order to stay current on evidence based treatments.
  • Developed crisis intervention strategies for individuals facing difficult situations or events.
  • Engaged clients in goal-setting and action planning to promote personal growth and positive life changes.
  • Collaborated with multidisciplinary teams, including psychiatrists, social workers, physicians, and other professionals.

Teaching Assistant

Waterloo Independent Secondary School
Waterloo, Ontario
09.2020 - 06.2021
  • Facilitated small group instruction sessions on topics such as data analysis, Excel, Python programming, and research methodology, leading to improved comprehension and increased peer engagement.
  • Graded exams, assignments and essays and recorded grades.
  • Provided clerical support to teachers, including photocopying, filing, and organizing instructional resources.
  • Monitored student progress by keeping detailed records of academic performance.

Education

Master of Information - Human-Centred Data Science

University of Toronto
Toronto, None
04-2026

Bachelor in Mathematics - Financial Analysis And Risk Management (FARM)

University of Waterloo
Waterloo, None
06-2024

Skills

  • Python data analysis
  • Python and R programming
  • Data analysis
  • Machine learning
  • Statistical modeling
  • Financial analysis
  • Investment strategies
  • Project management
  • Effective communication
  • Critical thinking
  • Risk management

Languages

English
Professional
Chinese (Mandarin)
Full Professional

Timeline

Associate Investment Analyst

NPW
07.2023 - 09.2023

Data Analysis/Business Development Intern

JINGDONG Logistics
12.2021 - 01.2023

Counselor

Shanxi JINHUA Education
07.2021 - 10.2021

Teaching Assistant

Waterloo Independent Secondary School
09.2020 - 06.2021

Master of Information - Human-Centred Data Science

University of Toronto

Bachelor in Mathematics - Financial Analysis And Risk Management (FARM)

University of Waterloo
Xinyi Li