Jessie Tian

Jessie Tian

Senior Portfolio Systems Analyst @ CIBC

About Jessie Tian

Jessie Tian is a Senior Portfolio Systems Analyst at CIBC in Toronto, Ontario, Canada, specializing in validating performance ROI calculations and supporting a large user community.

Current Role at CIBC

Jessie Tian holds the position of Senior Portfolio Systems Analyst at CIBC, based in Toronto, Ontario, Canada. Jessie has been with CIBC in this role since 2014. The role involves validating performance ROI calculations, yields, cash flow projections, and asset allocations for a portfolio management application. Jessie supports a community of over 3000 users of this application across Canada and manages relationships with internal partners and vendors through weekly meetings. Jessie also provides leadership by managing escalations from junior staff.

Previous Roles at CIBC

Prior to becoming a Senior Portfolio Systems Analyst, Jessie Tian worked at CIBC as a Financial Services Representative from 2013 to 2014. In this role, Jessie was responsible for various customer service and financial responsibilities, gaining valuable experience in the financial services sector.

Internship Experience at Sovereign Wealth Solutions

Jessie Tian's professional journey includes an internship at Sovereign Wealth Solutions Pty Ltd in Australia in 2012. Over the course of four months, this internship provided Jessie with exposure to the wealth management sector, contributing to their foundation in financial analysis and portfolio management.

Roles at University of Toronto

Jessie Tian has held multiple positions at the University of Toronto, including Front Desk Staff (2011-2012), Office Assistant (2011), and Academic Assistant (2010-2011). These roles provided Jessie with various administrative and customer service skills, as well as experience in an academic environment.

Education at University of Toronto - Rotman School of Management

Jessie Tian graduated with a Bachelor of Commerce degree from the University of Toronto - Rotman School of Management, specializing in Economics and Finance. This four-year program, completed from 2008 to 2012, equipped Jessie with a solid foundation in commerce, preparing them for their career in financial services and portfolio management.

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