Yelan Li

About the Candidate

Yelan LI, CFA

(819) 329-7758

73 Callaway Court, Orléans, K1C 7S4

liyelan.nicole@gmail.com

www.linkedin.com/in/liyelan

PROFESSIONAL SUMMARY

·    Financial Analysis: Synthesized and assessed complex financial data to make informed decisions or recommendations related to investments and risk management.
·       Policy Interpretation: Performed well in the heavily regulated banking industry and built strong awareness to pursue efficiency respecting policies and procedures, guidelines, and compliance requirements.
·       Stakeholder Relationship Management: Maintained good professional relationships with various stakeholders including clients, internal partners, and external partners.
·       Cross-cultural Competency: Grew sound awareness for cross-cultural inclusion while working in China, Canada, and France with communities and individuals from diverse cultural, educational, and linguistic backgrounds.
·       Languages: English (proficient, C2, IELTS 8.5 out of 9); French (upper intermediate, B2 from TCF); Mandarin (native speaker).
·       Software: Microsoft Office, including Word, Excel, Outlook and PowerPoint.

WORK EXPERIENCE

Credit Analyst, TD Bank (Ottawa, ON)                                                          Nov 2020 – Present
·       Adjudicate credit applications through analyzing and assessing the creditworthiness of borrowers based on financial and demographic data to ensure that lending decisions align with the risk tolerance of TD.
·       Make recommendations regarding exceptional approvals to the management team supported by legal documents and written rationale.
·       Provide credit solutions, recommendations, and alternative options to clients and TD retail partners in accordance with policies and procedures.

Investment Representative, TD Bank (Ottawa, ON)                                      Sept 2018 – Nov 2020
·       Executed stock, fixed income, and mutual fund trades for clients.
·       Provided clients with accurate and timely information on capital markets and account updates.
·       Registered as a licensed Investment Representative with Investment Industry Regulatory Organization of Canada.

Communication & Cultural Activities Intern, Alliance Française Ottawa      Jul 2017 – Sept 2017
·       Managed learning resources at the AFO media centre.
·       Synthesized student feedback on programs through satisfaction questionnaires.

EDUCATION

University of Ottawa (Ottawa, ON)                                                                   Sept 2016 – May 2018
Master of Education in Societies, Languages and Cultures

Rouen Business School (Rouen, France)                                                            Oct 2011 – Mar 2013
Master of Science in Marketing French Excellence

Ocean University of China (Qingdao, China)                                                    Sept 2007 – Jul 2011
Bachelor of Arts in French

CREDENTIAL

Chartered Financial Analyst (CFA) Program                                         awarded in Nov 2023
The CFA charter is benchmarked at Level 7 by the UK National Academic Recognition Information Centre. Level 7 qualifications are at a level equivalent to master’s degrees, postgraduate certificates and postgraduate diplomas. CFA curricula include Quantitative Methods, Economics, Financial Statement Analysis, Corporate Issuers, Portfolio Management, Equity, Fixed Income, Alternative Investments, and Derivatives.

VOLUNTEER EXPERIENCE

Western China English Teacher Program at University of Ottawa   Jul – Aug 2017 & 2018
·       Led visiting Chinese teachers to tour primary/secondary schools in Ottawa.
·       Facilitated learning projects and activities designed to improve the pedagogical competencies of the visiting teachers.

ABOUT

·       Resident status: Permanent Resident
·       Interests: Basketball, video games and traveling