Jiadai Li
Norridge
Summary
Data-driven professional with a hybrid background in economics, engineering, and financial systems. Experienced in leveraging analytics, automation, and cross-functional coordination to optimize workflows and decision-making in fast-paced environments. Adept at translating business needs into technical solutions. Strong communicator with leadership experience across global teams.
Overview
5
5
years of professional experience
Work History
Associate Principal-Enterprise Delivery Governance
Options Clearing Corporation
Chicago
01.2023 - Current
- Designed and led workflow automation initiatives to streamline cross-departmental processes.
- Monitored and reported on compliance with SDLC processes; recommended enhancements to internal systems.
- Synthesized operational data to inform strategic technology planning and process redesign.
Associate Portfolio Manager
AllianceBernstein
Nashville
10.2021 - 09.2022
- Supported execution of investment strategies across SMAs and institutional portfolios.
- Managed daily portfolio monitoring, trade execution, cash flow tracking, and compliance checks.
- Collaborated with tech, data, and ops teams to improve system integration and client reporting processes.
- Translated client and portfolio manager needs into functional data workflows and dashboard solutions.
Security Specialist (Trade Support)
UBS Financial Services
Nashville
03.2020 - 10.2021
- Oversaw complex middle-office infrastructure for trade lifecycle management across multiple systems.
- Partnered with tech and ops teams to ensure consistency between static data systems and booking platforms.
- Troubleshot and resolved system issues, improving uptime and accuracy of trading data.
Education
Master of Arts - Economics
Vanderbilt University
Nashville, TN12-2019
Bachelor of Science - Electronic Engineering
Beijing Institute of Technology
Beijing 07-2018
Skills
TECHNICAL SKILLS
- Data & Analysis: Excel (Advanced), Tableau, Power BI
- Project & Workflow Tools: JIRA, Confluence, ServiceNow
- Automation & Processes: SDLC, Workflow Design, Process Improvement
- Languages: English (Fluent), Mandarin Chinese (Native)
Timeline
Associate Principal-Enterprise Delivery Governance
Options Clearing Corporation
01.2023 - Current
Associate Portfolio Manager
AllianceBernstein
10.2021 - 09.2022
Security Specialist (Trade Support)
UBS Financial Services
03.2020 - 10.2021
Master of Arts - Economics
Vanderbilt University
Bachelor of Science - Electronic Engineering
Beijing Institute of Technology
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