Alexandra(Alex) Li, CFA, CAMS

Alexandra (Alex) Li, CFA, CAMS has a diverse range of work experience in the finance industry. Alexandra(Alex) currently works at FINCAD as a Customer Success Manager. Prior to this, they worked at Exiger where they held several roles, including Senior Manager (Research & Delivery), Manager & Team Lead (Research & Delivery), and Research Associate (Research & Delivery).

Before joining Exiger, Alex worked at China Merchants Securities Co., Ltd. as an Investment Banking Associate/Senior Manager. In this role, they successfully facilitated major banking and transportation industry clients in meeting their financing and corporate development goals through multi-billion capital market projects. Alexandra(Alex) also maintained and facilitated constructive communications with regulatory authorities in Beijing.

Alex began their career at CITIC Securities Company Limited as an Investment Banking Analyst (Intern), specializing in the Equipment & Manufacturing Group. Alexandra(Alex) conducted research on various projects related to gold corporations, rare earth financial advisory, and the Chinese offshore drilling industry.

Throughout their career, Alex has demonstrated their expertise in investment banking and research, showcasing their ability to manage complex projects and maintain strong relationships with clients and regulatory authorities.

Alexandra (Alex) Li, CFA, CAMS obtained a Master of Food and Resource Economics, Faculty of Land and Food Systems from The University of British Columbia in the year 2014. Prior to that, they earned a Bachelor of Economics with a focus on Agricultural Economics from China Agricultural University, graduating in 2013. Additionally, Alex holds several certifications, including DDIQ Basics from Exiger which they obtained in September 2021, and they are a Chartered Financial Analyst® (CFA) Charterholder, and a Certified Anti-Money Laundering Specialist (CAMS), both obtained from the CFA Institute and ACAMS respectively, but the dates of obtaining these certifications are not provided.