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Toni Li

Toni Li

Investment Research Analyst

Barnett Waddingham

London, United Kingdom




“'Be decisive in knowing what you want, but be flexible about how you're going to get it. The timetable of our lives rarely run to plan, and that's particularly true of women's lives; love gets in the way, as often as not, love in its various forms. You have to play a long game. (And if all you want is love, that's ok.) Keep trying different thi...
Research Multitasking Sewing Organisation and planning Financial Reporting Analysis Photoshop Fashion design Chinese Problem solving Photography and photo editing Investment analysis Drawing and graphic editing

Fashion Random/arty ideas/projects/books/films etc Making/creating - drawing/photography/crafts/sewing Music - electronic music with heavy bass/jazz/R&B Exploring & learning new things/ideas/technologies

Still searching for it... It should be in creative field that allows me to work on something I am passionate about. It would be even better if it requires my financial industry background and analytical skills.
Career medium 03

Barnett Waddingham LLP

Investment Research Analyst

- Work closely with scheme consultants and conduct Investment/Fund Manager research.
- Meet investment managers on a regular basis for research and developments monitoring purposes.
- Produce opinion notes and analyse quantitative as well as qualitative characteristics the investment managers.
- Draft fund manager selection reports and work with scheme consultants to produce shortlisted funds for Trustees.
- Collect and monitor fund performance and attribution data for ad-hoc investment research and analysis.
- Assist in project coordination and ensure smooth introduction of new data analysis system.
- Responsible for maintaining and improvements in research analysis database.


Western Securities Co., Ltd

Research Analyst

- Research and analysis on Chinese iron and steel industry;

- Assisted in presentations on how to use the futures trading platform.

Career medium 05

The Bank of East Asia, Limited

Compliance Assistant

- Collected payment data to perform settlement of deposits and interbank funds transactions;

- Responsible for anti-money laundering and sanction checks and report to the department manager.


Loughborough University


Royal Holloway, U. of London

Bachelor of Science (BS), Finance and Business Economics