Lisa Ma, Cfa
About Lisa Ma, Cfa
Lisa Ma, CFA, is a Senior Financial Analyst/Investment Analyst at TELUS, specializing in Pension Investments. She has extensive experience in financial analysis and client reporting, with a background in finance and mathematics from the University of British Columbia.
Company
Currently, Lisa Ma works at TELUS as a Senior Financial Analyst/Investment Analyst focusing on Pension Investments. She has been with the company for over six years since September 2017, based in the Vancouver, Canada area. Her role involves managing and analyzing pension investment strategies and financial data.
Title
Lisa Ma holds the title of Senior Financial Analyst/Investment Analyst at TELUS, specializing in Pension Investments. Her responsibilities include overseeing pension funds, conducting investment analysis, and managing financial portfolios to optimize investment outcomes.
Education and Expertise
Lisa Ma has an academic background from the Sauder School of Business at the University of British Columbia, where she studied Finance Co-op with a Mathematics Minor and achieved a Bachelor of Commerce with Honours from 2008 to 2013. Additionally, she earned the Chartered Financial Analyst (CFA) designation, showcasing her proficiency in financial analysis and investment management. Prior to this, she completed her IB Diploma at Beijing Huijia Private School with a score of 39/44.
Past Work at Thomson Reuters
Lisa Ma worked at Thomson Reuters as a Client Specialist for one year from 2016 to 2017 in Vancouver, Canada. In this role, she focused on providing financial data and analytics solutions to clients, contributing to their decision-making processes by leveraging Thomson Reuters' robust data platforms.
Prior Experience at Orbis Investments
Lisa Ma previously held positions at Orbis Investments (Canada) Limited in Burnaby, Canada. She served as a Client Reporting Analyst from 2013 to 2015, where she prepared and delivered client reports. During her tenure, she also interned as a Fund Operations Intern in 2012, gaining initial exposure to the financial industry and its operations.
Early Career Involvement
In her early career, Lisa Ma was actively involved in multiple roles. She was the VP Marketing at UBC e-Business Club from 2009 to 2011, leading marketing campaigns and initiatives. She also served as a Cultural Ambassador at Sauder School of Business in 2009, promoting cultural diversity and inclusion. Additionally, she worked as a Student Caller at the Development Office of the University of British Columbia from 2009 to 2010, engaging with alumni and donors.