Summary
Overview
Work History
Education
Skills
Accomplishments
Project Experience
Websites
Extracurricular
Timeline
Zongsheng (Shawn) Li

Zongsheng (Shawn) Li

Mississauga,ON

Summary

Analytical professional with strong background in investment strategy and financial management in North American and Chinese market private equity research. Skilled in providing financial consultations and solutions for businesses. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
2
years of professional experience

Work History

Personal Training Specialist

Muscle Machine Gym
02.2023 - Current
  • Trained 7 clients during strength training, cardio vascular exercise, and stretching.
  • Demonstrated proper technique for exercises to avoid injuries.
  • Motivated clients to stay on track with fitness goals with positive and friendly approach.
  • Explained exercise modifications and contraindicated movements to participants with history of injury.
  • Grew customer base 40% through word-of-mouth referrals based on customer satisfaction and results.

Private Equity Assistant

Alpha Securities Fund
05.2021 - 08.2021
  • Participated in Alpha Securities Fund, Xi'an, Shanxi, China
  • Gained deep industry insights and practical experience by assisting company in creating 5 private equity fund products in total, drafting 8 contracts, handling 5 inquiries on average per day, and communicating with partners in contract negotiations multiple times.
  • Strengthened understanding of financial reporting standards and macroeconomic theories by developing financial projections and forecasts to guide investment decisions.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries to more than 50 clients.
  • Displayed excellent data-driven research skills by undertaking various data statistics and management tasks, including cleaning, and transforming raw data into workable materials efficiently.
  • Addressed client's concerns by coordinating with senior financial advisors to design and present optimal decision to improve efficiency and effectiveness of investment strategies and portfolios.

Education

Honours Bachelor of Arts - Economics And Financial Management

Wilfrid Laurier University, Waterloo, ON
06.2022

Overall Four-Year GPA: 3.7/ 4.0

2018 Entrance Scholarship
2021 In-Course Scholarship
2021 Dean's Honor Rolls
2022 Dean's Honor Rolls

Skills

  • Data Research and Analysis
  • Financial Modeling
  • Investment Consulting and Planning
  • Financial Statements Expertise
  • Valuations
  • Marketing Analytics
  • Superior Time Management
  • Advanced Computer Skills
  • SQL Programming
  • SAS Software
  • STATA Software
  • MS Office Suite

Accomplishments

    CFA Level One Completed in July 2022

    CFA Level Two Candidate Expected Completion in July 2023

    CSC Candidate Expected Completion in September 2023

    ISSA Certified Personal Trainer Acquired in February 2023

Project Experience

Derivatives Research Report of Procter & Gamble Company

(Course: Options, Futures & Swaps) Nov- Dec 2021

  • Examined the fundamentals of futures, forwards and options, and discuss critical hedging. SWAPS and trading strategies through case analysis of the Procter & Gamble (P&G) Company.
  • Displayed strategic thinking skills to develop a feasible strategic plan of applying different derivatives to mitigate P&G's key risks and improve cash flow management, conducted competitive analyses by collecting sel-side reports and buy-side reports in terms of the derivatives used by P&G's competitors in the same industry.
  • Financial Analysis skills strengthened through investigating and describing P&G's business model,background, industry history and current financial position based on its annual financial reports and information from its official website.
  • Analyzed key risks of P&G including currency fluctuation, cost, and credit risk while identifying future opportunities, including increasing the company's market share in sustainable countries.


Measurements of Determinants of Imported Wines' Price in China
(Course: Economics Paper and Seminar)May -Aug 2021

  • Applied an in-depth understanding of economic theory and econometrics knowledge to analyze factors related to the price of imported wines within the Chinese market.
  • Synthesized large sets of data from several online platforms and current literature to have an overview of the Chinese imported wine market and the potential influencing factors, collected248 imported wines from large retail markets and wine importers and classified them based on their prices, country of origin, winery, and aroma characteristics.
  • Quantified those factors and created regression equations using Stata and EViews to analyze the correlation between each factor and the wine price, applied histograms, table of statistics principal component analysis, variance contribution table, and linear regression analysis to discuss the model.

Extracurricular

Founder of An IELTS Learning WeChat Public Account (Feb - Jul 2018)

  • Co-developed an online platform for IELTS tutoring and resource sharing, accumulated 3000+ subscribers on the WeChat public account.
  • Gained practical experience in running a public account via writing tweets and promoting contents through marketing techniques, successfully assisted students in improving their IELTS scores.


Intern at Commercial Photography Company in China (Apr - Jun 2018)

  • Participated as the role of photography intern out of personal interest, actively involved in the shooting of local corporate advertisements and enhanced video editing skills via iMovie.


Laboratory Assistant (Jun 2017 - Jun 2018)

Biological Laboratory, High School Affiliated to Inner Mongolia Normal University, China

  • Displayed strong data management skills to collect data samples and deliver reports to instructors from the lab.
  • Tested nutrition contents in the soil by collecting samples and presented insights from the experiment.


Chief Secretary (Jun 2016 - Jun 2018)

Student Council, High School Affiliated to Inner Mongolia Normal University, China

  • Responsible for coordinating the work among the student council of three departments (Chinese Language Teaching Department, Mongolian Language Teaching Department, and International Department)
  • Utilized proficient Excel skills to produce the schedule of work for each week, exhibiting strong time management and organization skills.


Timeline

Personal Training Specialist - Muscle Machine Gym
02.2023 - Current
Private Equity Assistant - Alpha Securities Fund
05.2021 - 08.2021
Wilfrid Laurier University - Honours Bachelor of Arts, Economics And Financial Management
Zongsheng (Shawn) Li