Harmonic Fund Services
Erjun Shawn Li is an experienced finance professional with a strong background in portfolio management and financial services. Currently serving as a Portfolio Analyst at Harmonic Fund Services since 2018, Erjun has previously worked as a Portfolio Administrator at Dixon Mitchell Investment Counsel from 2016 to 2018 and as a Financial Services Manager and CSR at BMO Financial Group from 2012 to 2014. Erjun holds a Master of Business Administration (MBA) with a focus on Finance from the UBC Sauder School of Business, obtained between 2015 and 2017, as well as a Bachelor of Arts in Economics with a minor in Commerce from The University of British Columbia, completed in 2012.
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Harmonic Fund Services
Harmonic is an independent financial services firm specializing in the global alternative investments industry. We began with a vision of independent, non-conflicted fund services which would be client and investor driven. We embraced technology and paid particular attention to creating an institutional infrastructure while avoiding the pitfalls of a commoditized service sometimes accompanied with size. Harmonic attracts service-oriented professionals who are motivated, technically savvy, innovative, and thrive in a collegial environment. We foster a culture of performance and specialization, while our flat, cross-functional hierarchy promotes internal and external collaboration. Our software platform, FM3, serves client needs by delivering unconstrained flexibility and possibility. It was built to support the range of services we offer and provides a unified front to back office platform for asset managers. Developers are embedded in our production environment and are integral to our client relationships. With our unique approach, we accept engagements with challenges that others may be unwilling or unable to undertake. Harmonic is one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private banks, pension funds and family offices. With our experienced professionals and technology, we support a dynamic and complex industry characterized by new financial products, trading strategies and markets, shifting investor demographics, and an ever evolving regulatory landscape.