Victoria Ma
About Victoria Ma
Victoria Ma is a Portfolio Systems Analyst at CIBC with a background in investment and financial services.
Current Role at CIBC
Victoria Ma has been working as a Portfolio Systems Analyst at CIBC since 2017. In this role, she is involved in managing and analyzing portfolio systems to optimize operational efficiency. Her responsibilities likely include identifying system improvements, analyzing data for portfolio performance, and supporting the development of investment strategies. Her experience in financial systems and portfolio management plays a critical role in her current position at CIBC.
Previous Experience at National Bank Financial
Victoria Ma served as an Investment Associate at National Bank Financial from 2015 to 2016. During her 4-month tenure in Montréal, Quebec, Canada, she was engaged in assisting with investment strategies and providing support for financial planning. Her role would have involved client interactions, portfolio management assistance, and financial analysis. This experience provided her with valuable insights into the investment sector.
Experience at Questrade Financial Group
From 2014 to 2015, Victoria Ma worked as a Bilingual New Accounts Specialist at Questrade Financial Group in Toronto, Ontario, Canada. For 11 months, she specialized in handling new accounts and providing customer support in both English and French. Her duties would have included account opening, verification processes, and ensuring compliance with financial regulations. This role helped her develop strong customer service and bilingual communication skills.
Role at Sun Life Financial
Victoria Ma was an Insurance Interviewer at Sun Life Financial from 2013 to 2014. Over the course of a year, she conducted interviews related to insurance policies and client needs. Her responsibilities likely included gathering and verifying information, advising clients on insurance options, and facilitating the application process. This position enhanced her understanding of the insurance industry and client relations.
Education at Western University
Victoria Ma attended Western University from 2008 to 2012, where she earned a Bachelor's degree. Her 4-year academic journey likely provided her with a solid foundation in her chosen field, equipping her with the knowledge and skills necessary for her subsequent roles in the financial industry. Her education at Western University would have been instrumental in shaping her career path.