Xiao Lu
About Xiao Lu
Xiao Lu is a Research Analyst specializing in Portfolio Construction and Quantitative Analysis at CIBC in Toronto, Ontario, Canada. Xiao has a diverse background in investment analysis, teaching, and research, with experience at institutions like Ontario Teachers' Pension Plan, University of Toronto, Bank of China, and Deloitte.
Current Position at CIBC
Xiao Lu has been serving as a Research Analyst in Portfolio Construction and Quantitative Analysis at CIBC since 2018. Based in Toronto, Ontario, Canada, Xiao specializes in Investment Management Research. Their role involves performing analytical tasks related to portfolio construction and conducting quantitative analysis to support investment decisions. Xiao's insights and analytical skills contribute to the optimization of investment strategies and portfolio performance.
Previous Role at Ontario Teachers' Pension Plan
In 2017, Xiao Lu held a position as a Co-op Investment Analyst in the Strategy and Risk, Private Assets department at Ontario Teachers' Pension Plan. During this three-month tenure in Toronto, Ontario, Canada, Xiao focused on various analytical and strategic tasks related to private assets. This role provided valuable experience in investment analysis and risk management within a major pension fund.
Academic Roles at University of Toronto
Xiao Lu served in multiple academic positions at the University of Toronto. As a Teacher Assistant from 2016 to 2017, Xiao supported course instruction and student learning for seven months. Prior to that, from 2015 to 2016, Xiao worked as a Research Assistant for eleven months, contributing to various research projects. Both roles enhanced Xiao's academic and research skills while providing a strong foundation for their future career in investment management.
Internship Experience
Xiao Lu has amassed a diverse range of internship experiences. In 2015, Xiao undertook a full-time internship at the Bank of China in Xicheng District, Beijing, China, for three months. Xiao also completed a short-term full-time internship at Deloitte in New York, New York, United States, in 2014. These internships provided practical exposure to the financial industry and fortified Xiao's understanding of various financial concepts and practices.
Educational Background
Xiao Lu holds a Master’s degree in Financial Economics from the University of Toronto, achieved between 2016 and 2018. Xiao also earned a Bachelor of Science degree from the same university, majoring in Statistics, Financial Economics, and Mathematics, from 2013 to 2016. Additionally, Xiao holds a Bachelor of Business Administration degree from Shanghai International Studies University, where they studied Business Administration from 2011 to 2013. This robust educational background has equipped Xiao with a comprehensive understanding of financial economics and quantitative analysis.