Machine Learning Data Analysis

Xinyi (Lizzy) Li

Boston, MA • 857-***-**** • *******@**.*** • linkedIn.com/in/xinyi-lizzy-li

M.Sc in Mathematical Finance graduate at Boston University with expertise in SQL, Python, and Tableau. Skilled in data analysis, machine learning, and automation, with experience processing TB-scale datasets, unstructured text, and real-time analytics. Proven ability to extract insights, optimize processes, and build predictive models and dashboards to drive data- driven decision-making.

Education

Boston University, Questrom School of Business, Boston, MA Sept. 2023 - Jan. 2025 M.Sc. Mathematical Finance & Financial Technology, GPA 3.5

● Selected courses: Machine learning(A), Credit Risk(A-), Fix Income (A-),Statistics (B+) Beijing Normal University-Hong Kong Baptist University (UIC), Zhuhai, China Sept. 2019 - June 2023 B.Sc. (Honors) Financial Mathematics, GPA 3.6

Honors: Dean’s lists, President’s Honor Roll

● Selected courses: Time series Data Analysis(A-), Data structure(A-), Database management (A-) Skills and Credentials

Programming & Analytics: Python, SQL, R, Tableau, Power BI, Excel (VBA), MATLAB, SPSS Data Processing & Machine Learning: Pandas, NumPy, Scikit-Learn, NLP, SQL queries, Spark Tools & Databases: PostgreSQL, MySQL, AWS S3, Bloomberg Terminal Work Experience

Equity Research Analyst Intern FEDS, UC Berkeley, California Feb 2025 - Current

● Analyzed market trends and financial data using SQL and Python, extracting insights to support investment recommendations and risk assessments

● Developed spreadsheet modelling to visualize equity valuations, sector performance, and key financial metrics, aiding senior analysts in decision-making

Quantitative Analyst Intern Southwest Securities Co., Ltd., Shanghai, China June -Aug 2024

● Analyzed TB-scale time series datasets on stock market trends to develop an alpha factor model, leveraging SQL and Python (Pandas, NumPy) for data extraction and analysis

● Conducted data cleaning and preprocessing on stock price movements, utilizing statistical modeling techniques to identify actionable insights

● Automated intraday stock tracking and optimized tactical asset allocation for trading strategies, increasing annualized long position return by 16.46%

Investment Banking Analyst Intern First Capital Co., Ltd., Shenzhen, China June -Aug 2023

● Performed financial data analysis using advanced Excel (PivotTables, VBA) to evaluate company performance for an IPO

● Created data-driven valuation models and analyzed industry trends, leading to a refined competitive pricing strategy for the IPO launch

● Conducted competitor benchmarking and visualized key financial insights using Power BI Projects

Data-Driven Portfolio Optimization QuantConnect Trading Analytic Jul 2024

● Designed an automated trend and risk management system leveraging Python, SQL for market trend analysis

● Constructed technical indicators (Moving Averages, ATR) with Python to optimize buy/sell strategies, achieving 27.07% annual return with a 0.902 Sharpe ratio

● Built real-time dashboards in Tableau to monitor performance and visualize trade execution patterns Fund Style Classification Project Boston University Mar 2024

● Processed 10GB+ of unstructured financial data from SEC 10-K filings using SQL and Python

● Developed a predictive model for assessing customer credit risk using logistic regression and Random Forest, improving accuracy by 14%

● Extracted insights from financial reports via Natural Language Processing (NLP), leveraging Hugging Face open source models for sentiment analysis

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