Marcus Sun, Cfa
About Marcus Sun, Cfa
Marcus Sun, CFA, is a Senior Manager of Investment Funds at CIBC in Toronto, Ontario, Canada, with extensive experience in investment analysis and risk management.
Current Position at CIBC
Marcus Sun currently holds the position of Senior Manager, Investment Funds at CIBC. He has been in this role since 2021, based in Toronto, Ontario, Canada. In this capacity, he is responsible for overseeing the investment funds and ensuring optimal performance. His comprehensive experience in investment risk and analysis significantly contributes to his effectiveness in this senior management role.
Previous Roles at CIBC
Marcus Sun has had a long-standing association with CIBC, where he has held various positions. Prior to his current role, he worked as Senior Analyst, Investment Risk from 2018 to 2020, focusing on evaluating and mitigating investment-related risks. He also served as Investment Risk Analyst from 2016 to 2017, where he was responsible for assessing risk parameters related to CIBC’s investment portfolios.
Investment Analyst Experience
Marcus Sun gained investment analyst experience at 1832 Asset Management L.P. (Dynamic Funds) from 2017 to 2018. During his 11-month tenure, he was involved in detailed financial analysis and assessment of investment opportunities. This role helped him hone his analytical skills and deepen his understanding of the asset management industry.
Educational Background
Marcus Sun has a strong educational background. He earned his Master of Business Administration (MBA) from Ivey Business School at Western University in 2021. Before that, he achieved his Bachelor of Mathematics, specializing in Mathematics/Financial Analysis and Risk Management with a minor in Computer Science, from the University of Waterloo in 2014. This education provided him with a solid foundation in both financial analysis and risk management.
Early Career and Diverse Roles
Marcus Sun began his career in various roles, including positions at TD as a Fraud Data Analyst and Investment Analyst - Asset Allocation between 2013 and 2016. He also served as an Associate - M&A Strategy Services at Deloitte China in 2013. Additionally, he worked as a Data Analyst at Mabel’s Labels, Project Assistant at the University of Waterloo, and Accounting Assistant at Gentec International. These roles contributed to developing his skills in data analysis, project management, and accounting.