University of California, Berkeley
Haas School of Business
Master of Financial Engineering
Westbridge Strategic Capital (Los Angeles)
Director of Strategic Investment Analysis
Annie Li.
From Malaysia to the United States. A cross-cultural perspective on finance and the world around it.
Get to know me11 yrs
Living and building a life in the U.S.
MY / US
Malaysian roots · U.S. based
MFE
Financial Engineering · Berkeley
Beyond the numbers. Toward lasting value.
I’m Annie Li, a third-generation Malaysian Chinese who has lived and worked in the United States for over a decade. My experience spans financial market analysis, investment research, financial data analysis and risk assessment, shaped by a systematic approach developed through project work.
I believe the value of financial analysis lies in understanding businesses beyond the numbers, identifying risk and maintaining sound judgment amid uncertainty. Beyond individual outcomes, I focus on creating lasting, sustainable value for teams and clients.
Annie Li
Professional experience
Analytical foundations
Financial Analyst
Organizing financial data and analyzing statements to understand business performance and cash flow, building a foundation for research.
Project experience
Senior Investment Research Analyst
Contributing to investment research and financial analysis projects, incorporating industry trends, competitive dynamics and market conditions into tailored analytical approaches.
Risk identification
Investment Strategy Manager
In one company research project, combining financial statements, cash flow and industry competition analysis revealed risks overlooked by the market. Timely recommendations helped the team avoid a potential investment risk.
Continuing practice
Director of Strategic Investment Analysis
Westbridge Strategic Capital (Los Angeles)
Continuing to refine analytical methods, monitor market developments and study business fundamentals, supporting long-term decisions with careful, reasoned judgment.
02 EDUCATION
MFE
Universiti Malaya
Universiti Malaya · Malaysia
Bachelor of Finance (BFin)
FinanceAccountingEconomicsBusiness Administration
Approximately 3.5 years of study, with coursework in financial management, money and banking, and investment analysis.
Related career paths: financial analyst and investment analysis.
03 CREDENTIALS
Professional credentials & exams
Professional designations
- CFA
- Chartered Financial Analyst
- CFP
- Certified Financial Planner
- CAIA
- Chartered Alternative Investment Analyst
- FRM
- Financial Risk Manager
Securities qualification exams
- Series 86 / 87
- Research Analyst Qualification Exams
- SIE
- Securities Industry Essentials Exam
- Series 7
- General Securities Representative Qualification Exam
Services & Collaboration
Strategic Advisory
Executive Education
Mentorship & Ecosystem Development
Speaking & Thought Leadership
Stakeholders Tailored Engagement
Founders & Builders
Analysis of business models, cash flow and market positioning to clarify growth assumptions and key risks, supporting business planning, fundraising preparation and strategic discussions.
Accelerators & Innovation Programs
Financial analysis workshops, project research and mentoring to help startup teams understand financial metrics, assess business viability and strengthen investor communication.
Investors & Capital Allocators
Investment research combining business fundamentals, industry competition and market scenarios, with a focus on cash-flow quality, valuation assumptions and downside risk to inform due diligence and investment discussions.
Government & Public-Sector Leaders
Research briefings and discussions on industry development, capital flows and economic trends, exploring potential impacts across scenarios and bringing a financial perspective to public projects and policy discussions.
Corporate Leaders & Decision-Makers
Turning financial data into clear business insights through analysis of budgets, capital expenditure, industry changes and risk exposures to support management in evaluating strategic options.
Academic Institutions & Research Leaders
Connecting financial theory with practical analysis through topical presentations, case discussions and research exchanges on business fundamentals, market behavior and risk assessment.
Individuals — Professionals & Learners
Sharing approaches to reading financial statements, structuring investment research and identifying risk, helping professionals and learners develop more systematic analytical thinking through educational discussions.
Financial Institutions & Professional Resources
Malaysian roots.
International perspective.