Tianli Yu
London
Summary
Innovative Solution Specialist with knack for driving technological improvements and enhancing business processes. Spearheaded multiple projects to streamline operations, resulting in increased productivity and reduced costs. Known for strategic thinking and collaborative approach in delivering tailored solutions to complex challenges.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Solutions Specialist
Schroders Solutions
London
2023.11 - 2026.01
- Lead relationships with clients range from £200m to £500m and work together with client deliverer on some of the largest advisory and fiduciary management clients at Schroders.
- Participate as part of the pitching team for new businesses, provide clear and concise strategic advice in response to new business opportunities.
- Work with the Solutions team (such as CDI) to provide bespoke solutions to meet clients’ investment objectives. Present those bespoke solutions and strategic advice to clients in a clear manner.
- Lead a team of associates to work with other internal teams to provide efficient onboarding of new fiduciary clients and run internal contracting services across the entire legacy R&M client base.
- A member of ESG group specialises in stewardship and drive client contents in ESG, including Implementation statements, ESG beliefs survey, ESG policy and reporting. Contribute to a wide range of hot topics in the investment industry such as Inclusion & Diversity.
Senior Associate
Willis Towers Watson
Reigate
2013.08 - 2019.06
- Provide investment advice to institutional clients range from £1bn to £16bn in assets in areas such as investment strategy, manager selections and investment monitoring.
- Manage relationships of advisory and fiduciary clients. Lead a team of analysts and work together with the directors/senior directors to provide client a wide range of investment services.
- Lead projects in pension schemes’ investment strategies including setting out pension schemes’ investment Journey Plan, designing dynamic de-risking framework, pension schemes’ portfolio construction, liability hedge ratio analysis, PPF analysis and economic scenario analysis.
- Work directly with marketing team on business development activities including production of pitching materials, scoping and budgeting.
- Provide mentoring, guidance and support to new associates
Skills
- Client-Facing communication
Affiliations
- Skiing
- Tennis
- Travelling
Certification
CFA Level 3 candidate, August 2026
Languages
English
Fluent
Chinese (Mandarin)
Native
Character
Kind, compassionate and positive team player who brings positivity to a work environment
References
References available upon request.
Timeline
Solutions Specialist
Schroders Solutions
2023.11 - 2026.01
Senior Associate
Willis Towers Watson
2013.08 - 2019.06