Mark Li
Professional Summary
Analytical thinker, with entrepreneur mindset, able to find market niche and pricing discrepancy, self-own and managed over 5 million dollar real estate asset with above market return. Programming skills to analyze market data, solve complex concepts with technology, create user friendly platforms, build automation system to collect data, aggregate and delivery them in meaningful presentation.
Computer Programming Skills
•Development Languages: VBA, C#.NET, VB.NET, SQL, VB script, ASP.NET, MVC, HTML, AJAX, WPF, SSIS, SSRS
•Database: SQL Server, Oracle, Access
•Experience with: EXCEL, Word, Access, PowerPoint, Bloomberg, YieldBook, Reuter and IPREO
Professional Experience
Raymond James Associates November 2009 – May 2016
VP – IT Analyst
•Built Fixed Income Solution Portfolio tool that supports institutional clients, sales team, trading and strategist groups
•Design, develop and deploy fixed income analytics reports
•Developed Efolio Portfolio Analytical application to optimize client’s portfolio performance and enhance trading opportunities
•Built SSRS and SSIS packages to automate data and reporting processes
•Maintained Yield Book scripts to link internal systems with external models
•SQL / Oracle database development for data manipulation and data stores
Environment: Visual Basic, VB.NET, C#, ASP.NET, VBA, SQL Server 2014, SSIS, SSRS, JavaScript, JSON, Entity Framework, LINQ
The Northern Trust Company October 2008 – November 2009
Consultant
•Implement BASEL II Compliance project, built templates to reflect business data requirements, filter and validated static and exposure data for ETL process
•Designed and architected corresponding solution based on business specifications
•Created templates to validate risk exposure data
•Created scripts to write data feeder file for Oracle database process
•Implementing the Framework for Basel II static data capture system
•Support QA to resolve SIR issues
•Provide business user training, coordinate with BA for business specification
Royal Bank of Canada Capital Market (RBC) November 2006 – September 2008
Application Developer
•Created VB.NET financial models for portfolio analysis
•Developed Excel VBA applications for portfolio analysis and trade impact stimulation
•Created Access reports
•Application development required knowledge of key fixed income concepts including portfolio construction, asset allocation, swap evaluation, relative value analysis, portfolio indexing, prepayment analysis
•Quantitative and statistical analysis including regression, covariance, correlation, data segmentation, historical time series, standard deviation, z-score, sharp ratio
Pioneer Mortgage June 2003 – November 2006
System Engineer
•Designed and implemented effective tools to generate mortgage loan origination leads
•Creating Excel Application to monitor Client Mortgage status, come up with efficient loan flipping leads
•Creating Access relational database to store loan information
•Developing Micros for Outlook and Excel Application to customize user needs
•Use multiple approaches to arrive at a valuation for the subject property
•Coordinate to close deal with investors, real estate agents, attorneys, and title companies
•Obtain loan application, research loan programs for buyer
Askesis Development Group January 2001 – March 2003
Application Developer
•Develop and maintain various application process, such as Call Center system, Clinical Transaction for PsychConsult care system and Scheduling system
•Create clinical related State and County reports using Crystal Reports
•Develop queries, stored procedures, and triggers using SQL Server 2000
•Working across entire application development life-cycle
•Create quality assurance (ONYX) ticket to report the bugs found in the application
•Use Install Shield program to create application installation CD
•Application tuning, to increase the efficiency and performance of the application
•Assist system analyst to clarify the client needs, plan the project development time and cost
•Assist documentation personal to document with newly developed application functionality
Academic Background
•CFA Level II Candidate
•Series 7/63 General Securities Registered Representative
•Licensed in Mortgage Loan Origination, Residential Appraiser
•First Place at AITP 5th (2000) Annual National Programming Contest
•Bachelor of Science Degree in Computer Information System from DeVRY University 3.9/4.0 GPA