Open To Work
Zitong Li
Shanghai
Summary
Dynamic finance professional with a robust academic background in finance, accounting, and business, specializing in investment and trading processes within the secondary market. Three years of project experience at a prestigious international credit rating agency, successfully managing over 20 projects for prominent domestic and foreign companies, many with market valuations exceeding $100 billion. Expertise includes macro interest rate analysis, monetary policy research, and comprehensive studies on emerging industries such as manufacturing, consumption, and renewable energy. Proficient in bilingual report writing and project due diligence, demonstrating a strong commitment to delivering high-quality insights in both Chinese and English.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Analyst
Shanghai Mingxi Asset Management Co., Ltd
Shanghai
10.2024 - Current
- Produced over 80 high-quality research reports in 2025, successfully identifying and validating multiple significantly undervalued securities. Executed in-depth analysis of convertible bond issues in major industries, including industrial machinery, auto parts, transportation, banking, and consumer staples, encompassing more than 50 listed companies. Established and continuously improved a convertible bond pricing model and credit assessment system, combining quantitative and fundamental research methods for comprehensive evaluations of equity and debt characteristics.
- Regularly reported market dynamics and single bond allocation recommendations to the investment decision-making committee, achieving a research result transformation rate above 70%, effectively enhancing asset allocation optimization and business growth.
- Designed and implemented seven major categories and twenty-three core monitoring indicators to assess annualized volatility, conversion premium, pure bond premium, large shareholder pledges, and industry prosperity index.
Credit Rating Analyst
China Chengxin International Credit Rating Co., Ltd
Beijing
01.2021 - 01.2024
- Produced over 20 credit rating reports within 3 years, enhancing understanding of manufacturing, energy consumption, and other industries. Drove insights into domestic and international bond markets, contributing to significant projects for Syngenta, Veolia, Moutai, Mengniu Dairy, BOC Investment, and NDB.
- Led a research team in partnership with Ministry of Finance and Development and Reform Commission to drive industry research initiatives. Oversaw comprehensive studies on currency fluctuations, interest rates, global credit risks, and bond market prospects. Championed the publication of key reports such as 'Multilateral Center for Development and Financing Cooperation (MCDF)' and '9+1 Country Power Industry Report'.
- Delivered insights on sovereign risk for 20 European countries through annual credit rating reports. Produced in-depth research on international rating agencies and BRICS and emerging markets. Generated impactful reports including 'Overview of the Rating Industry in Asia and BRICS Countries', 'Trends of the Three Major International Rating Agencies', 'Development of Active Rating Business in International Markets', and 'One Belt One Road Country Risk Report'.
Securities Analyst
Star& Moon Asset Management Co., Ltd
Beijing
07.2017 - 12.2020
- Delivered in-depth analysis of the Chinese securities market, contributing to informed decision-making. Established a comprehensive macro-economic-industry-enterprise framework to enhance analytical capabilities. Provided critical research support that influenced strategic outcomes.
- Analyzed market trends and stock performance, establishing robust databases to support financial forecasting.
- Compiled and presented detailed reports on macro-economic conditions and industry trends, ensuring alignment with key economic indicators.
Client Manager
Guotai Junan Securities Co., Ltd, Hongli West Road Department
Shenzhen
12.2016 - 06.2017
- Analyzed industry trends through meticulous data organization and filtering, employing Excel and Wind to support multi-dimensional assessments of the industry chain.
- Engaged with current and prospective clients to deliver customized investment strategies and expert advice.
Education
Finance
University of New South Wales (UNSW)
Sydney07.2015
Bachelor of Arts - International Accounting Direction
De Montfort University (DMU)
Leicester06.2013
Bachelor of Arts - International Accounting Direction
Liaoning University
Shenyang, China06.2011
Skills
- Industry-focused credit analysis
- Energy and manufacturing industry analysis
- Facilitated multi-departmental collaboration
- Microsoft office
- Analytical thinking
- Time management
- Project management
- Data research and validation
- Decision-making
- Financial statements expertise
- Research and analysis
Certification
Chartered Financial Analyst (CFA)
Timeline
Analyst
Shanghai Mingxi Asset Management Co., Ltd
10.2024 - Current
Credit Rating Analyst
China Chengxin International Credit Rating Co., Ltd
01.2021 - 01.2024
Securities Analyst
Star& Moon Asset Management Co., Ltd
07.2017 - 12.2020
Client Manager
Guotai Junan Securities Co., Ltd, Hongli West Road Department
12.2016 - 06.2017
Finance
University of New South Wales (UNSW)
Bachelor of Arts - International Accounting Direction
De Montfort University (DMU)
Bachelor of Arts - International Accounting Direction
Liaoning University