Jack Cheng
About Jack Cheng
Jack Cheng is a Senior Analyst at IG Wealth Management, where he leads data aggregation and process improvement initiatives. He holds a Bachelor of Arts in Economics from the University of Waterloo and has extensive experience in the financial services industry, having worked at CIBC Mellon, Scotiabank, and Lane Crawford.
Work at IG Wealth Management
Jack Cheng currently serves as a Senior Analyst at IG Wealth Management, a position he has held since 2019. In this role, he leads data aggregation and process improvement initiatives, focusing on optimizing and automating operational procedures. His work aims to enhance internal metrics and improve the client experience. Prior to his current role, Cheng worked as an Analyst at IG Wealth Management from 2016 to 2019, where he contributed to various analytical projects.
Education and Expertise
Jack Cheng earned a Bachelor of Arts in Economics from the University of Waterloo, completing his studies from 2004 to 2008. He furthered his education by attending National Taiwan University, where he completed a Certificate in the Chinese Language Program from 2011 to 2012. His educational background supports his expertise in data analysis and operational optimization.
Background
Cheng has a diverse professional background that includes roles in various financial institutions. He began his career at Scotiabank as a Specialist from 2008 to 2009. He then worked at CIBC Mellon, first as an Operations Specialist from 2013 to 2015 and later as a Senior Client Specialist from 2015 to 2016. His experience spans multiple roles that have contributed to his analytical and operational skills.
Achievements
Throughout his career, Jack Cheng has specialized in optimizing and automating operations procedures. He has demonstrated innovation by leveraging available platforms to enhance internal metrics and improve client experiences. His contributions have been significant in the roles he has held, particularly at IG Wealth Management.