Manager Project

George (Jiongzhi) Li

** ******* ******** *****, *******, ON M1C 1P8 416-***-**** ********.**@****.********.**

EDUCATION

Bachelor of Commerce with Distinction Sept 2010 – Nov 2013

Rotman Commerce, University of Toronto

• Specialist in Finance and Economics

2010–2011 University of Toronto Scarborough Honours List and In-course Scholarship

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CFA Candidate

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Marquee Group Training Sessions

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WORK EXPRIENCE

Intern Jul 2012

HSBC, Shenzhen, China

• Assisted the manager in conducting suspicious money laundering investigation

Supported conference preparation and performed office administration duties

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Investment Manager Assistant May 2012 – July 2012

Shenzhen Capital Group Company, Shenzhen China

• Worked with Investment Managers to construct market valuation models

Researched and helped design various presentations for five companies in the Blue Chip and Emerging Market, and

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performed comparable analysis for decision making

Assisted in evaluating “Lando Biomaterials Co.Ltd” investment project on company portfolio, background checking

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and stage of development assessment

Engaged in data gathering of financial reports; provided financial analysis by using MS Excel and PowerPoint for

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“Investment Committee” project appraisal

Liaison with other internal departments to ensure project investment criteria were met

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VOLUNTEER AND EXTRACURRICULAR ACTIVITIES

Marketing Deputy Director Feb 2010 – Oct 2011

UTChinese Magazine, Celestial Vault Media, Toronto, ON

• Organized U of T New Year Concert charity event and raised over C$6000 to UNICEF and Love Through Education

International in 2010

Organized and hosted University of Toronto Students 2011 Entrepreneurship Conference and invited a dozen of top

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business executives as guest speakers, including founder of Roots, president of P&G and former president of Yahoo

Managed UTChinese Magazine product line, launched e-Marketing and expanded magazine distribution by 40%

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Founder and Singer Apr 2013

“Inspiration Weirdo Band Show”, Toronto, ON

• Organized the “Inspiration Weirdo Band Show” charity concert and performed self-composed songs for the concert

Raised C$3000 for “Guizhou Village Student Back-to-School” project

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PROFESSIONAL SKILLS AND INTERESTS

Solid knowledge of Bloomberg/Capital IQ, proficient in financial modeling and portfolio management

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Proficient in Microsoft Excel, VBA, Word and PowerPoint

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Fluent in Mandarin and Cantonese

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10 years guitar playing; teaching “guitar basics” in UTCUA Club

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