Lu Liu
About Lu Liu
Lu Liu is a Senior Risk Data Analyst at CIBC in Toronto, Ontario, Canada, with a background in finance and experience in compliance and investment roles.
Title
Lu Liu currently holds the title of Senior Risk Data Analyst at CIBC. She has been in this position since 2022.
Current Role at CIBC
As a Senior Risk Data Analyst at CIBC, Lu Liu is based in Toronto, Ontario, Canada. Her role involves contributing to the preparation of investment summaries and tailored presentations for internal stakeholders. She also takes part in meetings with both existing and prospective clients to support managers with site analysis. Additionally, Lu Liu ensures that commercial lending decisions adhere to company policies and risk profiles by meticulously reviewing annual reports, financial statements, and third-party credit reports.
Previous Position at iA Clarington Investments
Before joining CIBC, Lu Liu worked as a Compliance Analyst at iA Clarington Investments from 2021 to 2022. During her tenure in Ottawa, Ontario, Canada, she was responsible for maintaining compliance with regulatory requirements and ensuring the integrity of investment practices.
Professional Experience at TD
Lu Liu's experience as an Investment Representative at TD from 2018 to 2021 involved three years of significant contributions in Ottawa, Ontario, Canada. Her responsibilities included offering investment advice, managing client portfolios, and ensuring client satisfaction through effective communication and financial planning.
Education and Expertise
Lu Liu holds a Master's degree in Finance, General from the University of Ottawa, where she studied from 2017 to 2019. She also has a Bachelor's degree in the same field from Zhejiang University, which she attended from 2013 to 2017. Her educational background has equipped her with a strong foundation in finance, enhancing her analytical skills and expertise in the field.