Jill Li

Seeking a finance internship to build experience in financial research, data analysis, and investment evaluation while learning from professionals in the field.

Investment Banking Intern - Guotai Haitong Securities

(2026-06 - 2026-08)

• Managed compliance and account setups (including KYC/AML protocols) across partner networks like CMBI to prepare and clear institutional client accounts for live trading.
• Tracked major IPO pipelines in the consumer and luxury tech sectors, assisting senior team members with regulatory filings and operational updates for the listings of Liuliumei and Xunlong Technology.
• Conducted market research and financial analysis to build industry tracking sheets and company profiles used to brief executives ahead of investor conferences with HSBC, Normura, and ICBC.

Lead Manager ESGreLab @ Team Virginia - ESG Real Estate Laboratory

(2025-08 - 2026-05)

• Led a team of 5 interns to coordinate weekly project workflows, align communication, and ensure the timely delivery of research goals.
• Conducted ESG evaluations for small-to-midsize firms, analyzing their operational models and environmental impact metrics.
• Built and maintained a company database, compiling corporate profiles and market intelligence to track industry trends.
• Managed corporate outreach, contacting target firms directly to gather missing data and expand the research network.

Volunteer - Children's Science Center - Fair Oaks Mall

Train new volunteers and collaborate with science professionals to facilitate engaging, hands-on activities for children and their families

BS - Statistics and Data Science - University of Virginia