Xiao Lu, Cfa, Frm, C AI A
About Xiao Lu, Cfa, Frm, C AI A
Xiao Lu is a Senior Research Analyst specializing in Portfolio Construction and Quantitative Analysis at CIBC Asset Management in Toronto, Ontario, Canada.
Professional Title
Xiao Lu holds the position of Senior Research Analyst, Portfolio Construction & Quantitative Analysis at CIBC Asset Management. Xiao has been in this role since 2021.
Career at CIBC Asset Management
Xiao Lu has been working at CIBC Asset Management since 2018. Initially, Xiao served as a Research Analyst in the Portfolio Construction & Quantitative Analysis, Investment Management Research division. After three years in that role, Xiao was promoted to Senior Research Analyst in 2021.
Previous Work Experience
Xiao Lu has a diverse professional background, including a Co-op Investment Analyst role at Ontario Teachers' Pension Plan in the Strategy & Risk, Private Assets (Modelling) division in 2017. Prior to this, Xiao worked as a Teacher Assistant at the University of Toronto from 2016 to 2017 and as a Research Assistant in the Department of Economics from 2015 to 2016. Xiao has also completed full-time internships at Bank of China and Deloitte Tax LLP.
Educational Background
Xiao Lu completed a Master of Financial Economics at the University of Toronto from 2016 to 2018. Xiao also earned a Bachelor of Science with high distinction in Financial Economics Specialist Program & Statistics Major & Mathematics Minor from the same university, studying from 2013 to 2016. Additionally, Xiao earned a Bachelor of Business Administration from Shanghai International Studies University from 2011 to 2013.