Management Marketing

Wesley W. Li, CFA

**** ****** ****** ** *******, CA 94530

E-MAIL: **********@*******.*** MOBILE: 510-***-****

WORK EXPERIENCE

ATEL Capital Group 2006 - Present San Francisco, CA

Senior Financial Analyst for an asset management company assisting in the

analysis and management of portfolios totaling $1 billion

. Financial Analysis:

. Prepare and maintain detailed fund investment schedules, budget

analyses, and cash flow forecasts for funds with $1 billion in

combined equity

. Model, evaluate, and recommend portfolio asset allocations in order

to meet fund income, return, distribution, volatility, liquidity,

and tax objectives

. Financial Reporting:

. Manage daily, monthly, and quarterly reporting for all borrowing

facilities in order to ensure compliance with debt covenants

. Establish, test, and implement databases used to facilitate rate of

return calculations for funds

. Business Development and Strategic Planning:

. Research, develop, and implement comprehensive financial models in

order to analyze and evaluate strategic alternatives used in the

long term planning process

. Produce materials used in presentations to senior management and

prospective investors that include product information, performance

analyses, and market commentaries

. Perform ad hoc financial analyses as directed by management in

order to measure, plan, and control business operating expenses

. Analyze competitors in the leasing industry, resulting in

actionable recommendations presented to senior management

Citibank Summer of 2004 Hong Kong, China

Retail Banking and Marketing Intern assisting in the retail banking and

marketing effort

. Financial Analysis:

. Tracked cost and profitability of key marketing initiatives,

providing detailed variance analyses

. Monitored cost allocation for efficiency and adherence to budgetary

guidelines

. Marketing Support:

. Acted as a liaison between groups and departments in order to

ensure efficient communication

. Developed and authored content for Citibank's website

. Furthered the franchise expansion effort through the development of

floor plans and marketing materials

Natann Enterprises Computer Services 2002 - 2003 Pleasant Hills, CA

Bookkeeper charged with the keeping of accurate and timely records, and the

preparation of business forecasts and budgets

. Accounting:

. Recorded and reconciled expenses, deposits, and bank accounts

. Developed an effective framework for processing bills and managing

invoices

. Strategic Planning:

. Performed analytical reviews of finances, including the forecasting

of cash flows and the creation of long term budgets

EDUCATION

University of California, Berkeley May, 2005 Berkeley, CA

Bachelor of Arts with Honors, Economics 3.7 Cumulative GPA

. Dean's List, Fall 2003 to Summer 2005

. Fluent in Cantonese and Conversational in Mandarin

PROFESSIONAL CERTIFICATION AND RELEVANT SKILLS

. Chartered Financial Analyst (CFA) charterholder. Member of CFA

Institute and CFA Society of San Francisco

. Proficient in Microsoft Excel, PowerPoint, Word, Access, Mas90,

SuperTRUMP, and FileMaker

Contact this candidate