Shun Li
Vice President at JPMorgan Chase | New York, New York, United States
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Shun Li currently serves as a Vice President at JPMorgan Chase, where he plays a pivotal role as an Investment Specialist for one of the top-ranked financial advisory teams in the industry. With over 15 years of extensive experience across Sales & Trading, Investment Research, and Structuring, Shun has honed his expertise in Capital Markets, Investment Management, and Private Banking. His deep understanding of portfolio optimization and investment strategies enables him to provide tailored solutions that meet the unique needs of high-net-worth clients.
In his current role, Shun leads research efforts in equities and credit, focusing on discretionary portfolios, asset allocation, and portfolio construction. His analytical acumen is complemented by his proficiency in asset-liability management and derivative solutions, particularly in interest rate hedging and securitized products. Shun's commitment to delivering exceptional results is reflected in the consistent top-tier performance of his advisory team, which has ranked 6th out of 451 teams for over a decade.
Fluent in English, Mandarin, and Cantonese, Shun leverages his multicultural background to engage with a diverse client base, ensuring that their investment goals are met with precision and insight. His technical skills in Bloomberg, Matlab, SQL, and SAS further enhance his ability to analyze complex market data and develop innovative financial strategies. As a CFA Charterholder and a holder of Series 7, 66, and 3 licenses, Shun is well-equipped to navigate the complexities of the financial landscape, making him a valuable asset to both his clients and the JPMorgan Chase team.
Vice President at JPMorgan Chase in September 2011 to Present
Investment Analyst at Barclays Investment Bank in February 2009 to September 2011
Senior Analyst at Lehman Brothers in March 2006 to November 2008
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Portfolio Optimization
Investment Strategies
Interest Rate Hedging
Asset-Liability Management
Interest Rate Derivatives
Interest Rate Swaps
Asset Allocation
Fixed Income Strategies
OTC Derivatives
Mortgage Derivatives
Agency MBS
Non-Agency MBS
Futures and Forwards
Swaptions
Credit Derivatives
Equity Derivatives
Securitized Products
FX Derivatives
Investment Management
Investment Advisory
Bloomberg
ThomsonOne
Intex
ISDA
Simulations
VBA
R
Matlab
SQL
SAS
SPSS
Quantitative Analytics
Quantitative Finance
Financial Modeling
Financial Engineering
Econometrics
Monte Carlo Simulation
Equity Valuation
Bloomberg Terminal
Python
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Discover more about JPMorgan ChaseWhat is Shun Li email address?
Email Shun Li at [email protected] and [email protected]. This email is the most updated Shun Li email found in 2026.
What is Shun Li phone number?
Shun Li phone number is +14153339519.
How to contact Shun Li?
To contact Shun Li send an email to [email protected] or [email protected]. If you want to call Shun Li try calling on +14153339519. (updated on October 29, 2024)
What company does Shun Li work for?
Shun Li works for JPMorgan Chase
What is Shun Li's role at JPMorgan Chase?
Shun Li is Vice President
What industry does Shun Li work in?
Shun Li works in the Financial Services industry.
Shun Li Email Addresses
Shun Li Phone Numbers
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