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Chen Li

Investor

Investment Research Associate at Goalvest Venture

San Francisco, California, United States

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About

Chen Li works in investment research at GoalVest Advisory, where the role also involves portfolio management and participation in the investment committee. Li's experience includes investment research and portfolio management, with skills in Python and backtesting. Li holds a Master's degree in Financial Mathematics from Syracuse University and is a CFA charterholder.

Experience

  1. GoalVest AdvisoryInvestment Researchcurrent2024 — presentNew York, United States
  2. Goldman SachsAssociate, Portfolio Management Group, AWM2019 — 2024
  3. United NationsFinancial Analyst Intern2018New York, New York

Skills & more

Microsoft Excel3Python1R1Visual Basic for Applications (VBA)1Bloomberg1Microsoft Word1Microsoft PowerPoint1Data Analysis4Web ScrapingEquity ResearchTeamwork1Public Speaking1
  • Chartered Financial Analyst (CFA) — CFA Institute
  • High Scholastic Achievement — Beta Gamma Sigma
  • Series 7 — FINRA
  • Microsoft Office Specialist Excel 2016 — Microsoft

From Chen's professional profile.

Colleagues at Goalvest Venture

Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Braden Deforge
Wealth Management Associate at Goalvest Venture
Brooke Long
Client Service Associate at Goalvest Venture
Harry Martin
Senior Investment Consultant at Goalvest Venture
Sevasti Balafas
CEO & Founder at Goalvest Venture
Yadh Yaich
General Partner at Goalvest Venture

Frequently asked questions

Who is Chen Li?
Chen Li works in investment research at GoalVest Advisory, where the role also involves portfolio management and participation in the investment committee. Li's experience includes investment research and portfolio management, with skills in Python and backtesting. Li holds a Master's degree in Financial Mathematics from Syracuse University and is a CFA charterholder.
Where does Chen Li work?
Chen Li is Investment Research Associate at Goalvest Venture.
Where did Chen Li go to school?
Chen Li studied at Syracuse University (Master's degree, Financial Mathematics); Wuhan University of Technology (Bachelor of Economics, Finance).

Same school

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