Citisoft
Steve Li, CIPM, currently serves as a Senior Consultant at Citisoft since January 2022, after a notable tenure at JPMorgan Chase & Co. as Vice President of Investment Performance & Risk Analytics from June 2016 to December 2021. In this role, Steve Li was a Subject Matter Expert (SME) on performance and a key contact for numerous large asset owner and asset manager clients, focusing on client satisfaction and process adherence. Prior to JPMorgan, Steve Li held various positions at BNY Mellon, including Front Office Service Manager at Eagle Investment Systems and Associate Investment Analytics Consultant, where responsibilities encompassed performance measurement and client relationship management. Educational background includes an MBA and an MS in Finance from D'Amore-McKim School of Business and Northeastern University, respectively, along with a Bachelor's in Economics from Boston University.