M.Econ Yogesh Oza
About M.Econ Yogesh Oza
Yogesh Oza is the Executive Director of the Investment Strategy Group at CIBC, with extensive experience in portfolio management and equities.
Current Role at CIBC
Yogesh Oza serves as the Executive Director of the Investment Strategy Group at CIBC since 2016. In this capacity, he is based in Toronto, Ontario, Canada. His responsibilities include shaping and directing investment strategies, overseeing market analysis, and ensuring alignment with the bank’s overall financial goals. Oza's role demands a comprehensive understanding of financial markets, investment principles, and strategic planning.
Lead Portfolio Manager at CIBC
Since 2015, Yogesh Oza has held the position of Lead Portfolio Manager on the CIBC Investment Strategy Committee. In this role, he is responsible for managing investment portfolios, setting asset allocation guidelines, and developing investment strategies that optimize returns while managing risk. His work for the Investment Strategy Committee underscores his expertise in portfolio management and investment strategy.
Previous Roles at CIBC
Yogesh Oza’s tenure at CIBC includes several important roles. From 2015 to 2016, he was the Director of North American Equities, where he managed equity portfolios and oversaw equity market analysis. Before that, he served as a member of the CIBC Investment Strategy Committee from 2011 to 2014 and was a Senior Canadian Equities Specialist from 2007 to 2014. In these positions, Oza gained extensive experience in equity trading, market analysis, and investment strategy.
Career at TD Wealth Management
Yogesh Oza worked as the Manager of North American Equities at TD Wealth Management from 2014 to 2015. During his tenure, he focused on managing equity investments and developing strategies for maximizing returns on North American equity portfolios. His role required a deep understanding of the equity markets and investment principles.
Academic Background
Yogesh Oza completed his Masters in Economics at York University. Additionally, he also studied at the CFA Institute, contributing to his solid foundation in economic theory and financial analysis. This academic background has been instrumental in his professional roles and expertise in investment strategy.