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Cheryl Zhao, Mba, Cfa Email & Phone Number

Senior Investment Product Manager at Mackenzie Investments at Mackenzie Investments
Location: Ajax, Ontario, Canada 9 work roles 3 schools
1 work email found @mackenzieinvestments.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Mackenzie Investments
Role
Senior Investment Product Manager at Mackenzie Investments
Location
Ajax, Ontario, Canada
Company size
1243 employees

Who is Cheryl Zhao, Mba, Cfa? Overview

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Quick answer

Cheryl Zhao, Mba, Cfa is listed as Senior Investment Product Manager at Mackenzie Investments at Mackenzie Investments, a with 1243 employees, based in Ajax, Ontario, Canada. AeroLeads shows a work email signal at mackenzieinvestments.com and a matched LinkedIn profile for Cheryl Zhao, Mba, Cfa.

Cheryl Zhao, Mba, Cfa previously worked as Senior Investment Product Manager at Mackenzie Investments and Investment Product Manager at Mackenzie Investments. Cheryl Zhao, Mba, Cfa holds Master Of Business Administration - Mba, Co-Op Option from Lazaridis School Of Business & Economics At Wilfrid Laurier University.

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Email format at Mackenzie Investments

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*@mackenzieinvestments.com
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Profile bio

About Cheryl Zhao, Mba, Cfa

An experienced, passionate and dedicated MBA graduate, with 5+ years of professional experience across retail brokerage, asset management and buy-side pension, and targeted soft and hard skills in areas of Finance, Investment and Business Analytics. CFA charterholder with solid knowledge base of financial assets and capital markets, and a broad familiarity in data analysis tools, including Excel VBA, SQL, Python, R, Power BI, Tableau, Morningstar, eVestment, Factset, Bloomberg, etc. Obtained a diversified mindset from retail and institutional spaces, has made me become a goal-determined critical thinker who enjoying identifying trends and opportunities, while maintaining a mentality of risk management. Keep learning, and keep moving.

Listed skills include Microsoft Office, Finance, Accounting, Powerpoint, and 8 others.

Current workplace

Cheryl Zhao, Mba, Cfa's current company

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Mackenzie Investments
Mackenzie Investments
Senior Investment Product Manager at Mackenzie Investments
toronto, ontario, canada
Website
mackenzieinvestments.com
Employees
1243
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Company profile
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9 roles

Cheryl Zhao, Mba, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Investment Product Manager

Current
Mackenzie Investments

Toronto, Ontario, Canada

Global Quantitative Equities strategies

Jul 2023 - Present

Investment Product Manager

Mackenzie Investments

Toronto, Ontario, Canada

Work as a subject matter expert on products from all asset classes across retail and institutional distribution channelsDevelop communication materials that support retail and institutional businesses around product positioning, competitive intelligence and portfolio solutions as required Lead multiple projects delivering fund analysis, performance attribution, competitive and market intelligence in both business and competitive contexts.

Jan 2022 - Jul 2023

Associate Investment Product Manager

Mackenzie Investments

Toronto, Ontario, Canada

Provided quality and timely fund insights across class class offerings by utilizing a variety of data analytics tools such as Morningstar Direct, eVestment, FactSet, Bloomberg, Style Analytics, Tableau, etc. Built customized Tableau dashboards for boutique and category overview Standardized Head-to-Head analysis across asset classes by incorporating qualitative and quantitative analysis

Mar 2021 - Jan 2022

Intern, Capital Markets - External Management Group

Ontario Teachers'​ Pension Plan

5650 Yonge Street, North York, On

Utilized various data analysis tools to analyze risk & return profile of portfolio allocations, while provided regime and factor-return analysis for decomposing return drivers and portfolio performance across Capital Markets business lines and External Mangers' portfolios.Highlight - Winner of Capital Markets Intern Portfolio Case Competition

Sep 2019 - Jan 2020

Analyst, Marketing Intelligence & Service

Td Greystone Managed Investments Inc.

Toronto, Ontario, Canada

Played a contributed role in supporting institutional sales and services, mainly responsible for creation and maintenance of client profile and management dashboards, as well as preparing qualitative and quantitative analyses and presentations on investment performance to support products positioning through various consultant databases.

Jan 2019 - Apr 2019

Relationship Manager, Fx & Cfd

Questrade Financial Group

Ontario, Canada

• Educated clients on OTC products and trading fundamentals, while managing client relationships through assisting account openings and admin requests, analyzing and solving trading positions, risk tolerance and margin call inquiries.

Apr 2018 - Jul 2018

Team Coordinator, New Account Specialist

Questrade Financial Group

Ontario, Canada

Acted as a team coordinator to supervise & process daily tasks while liaised with other departments to escalate and solve various client cases, led the team to achieve more than 100-millions new assets and 5000 new clients on a team basis.

Dec 2015 - Mar 2018

Associate Store Manager

Qoola

British Columbia, Canada

Facilitated daily transactions management, including cash flow management and data maintenance in QuickBook, and assisted store manager in various in-store management, including designing and implementing new sales promotion strategies, setting up an effective working schedule for the team, as well as processing payroll and tax slips.

Mar 2014 - Apr 2015

Associate Sales Manager

The Bank Of East Asia, Limited

Changsha, Hunan, China

Assisted Sales Manager in establishing and strengthening long-term relationship with 7 real estate companies, achieved a 20% increase in sales performance, and landed a total of $12M loans within 3 months.

May 2014 - Jul 2014
Team & coworkers

Colleagues at Mackenzie Investments

Other employees you can reach at mackenzieinvestments.com. View company contacts for 1243 employees →

CW Chad Wood, Cfa Chad Wood, Cfa Colleague at Mackenzie InvestmentsCanada View → JR Jath Ragukumar Jath Ragukumar Colleague at Mackenzie InvestmentsOshawa, Ontario, Canada View → BC Bein Claveria Bein Claveria Colleague at Mackenzie InvestmentsToronto, Ontario, Canada View → AC Attila Cesak Cim® Attila Cesak Cim® Colleague at Mackenzie InvestmentsOakville, Ontario, Canada View → PM Peter Martins Peter Martins Colleague at Mackenzie InvestmentsCanada View → AR Amélie Racicot Amélie Racicot Colleague at Mackenzie InvestmentsSt-Lambert, Quebec, Canada View → OB Oluwadamilola Bolarin Oluwadamilola Bolarin Colleague at Mackenzie InvestmentsToronto, Ontario, Canada View → MH Mihwa Hwang Mihwa Hwang Colleague at Mackenzie InvestmentsRichmond Hill, Ontario, Canada View → MG Mohan Ganeson Mohan Ganeson Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada View → BB Brittany Banfill Brittany Banfill Colleague at Mackenzie InvestmentsCalgary, Alberta, Canada View →
3 education records

Cheryl Zhao, Mba, Cfa education

Bachelor'S Degree, Business Administration And Management, General

Hunan University
FAQ

Frequently asked questions about Cheryl Zhao, Mba, Cfa

Quick answers generated from the profile data available on this page.

What company does Cheryl Zhao, Mba, Cfa work for?

Cheryl Zhao, Mba, Cfa works for Mackenzie Investments.

What is Cheryl Zhao, Mba, Cfa's role at Mackenzie Investments?

Cheryl Zhao, Mba, Cfa is listed as Senior Investment Product Manager at Mackenzie Investments at Mackenzie Investments.

What is Cheryl Zhao, Mba, Cfa's email address?

AeroLeads has found 1 work email signal at @mackenzieinvestments.com for Cheryl Zhao, Mba, Cfa at Mackenzie Investments.

Where is Cheryl Zhao, Mba, Cfa based?

Cheryl Zhao, Mba, Cfa is based in Ajax, Ontario, Canada while working with Mackenzie Investments.

What companies has Cheryl Zhao, Mba, Cfa worked for?

Cheryl Zhao, Mba, Cfa has worked for Mackenzie Investments, Ontario Teachers'​ Pension Plan, Td Greystone Managed Investments Inc., Questrade Financial Group, and Qoola.

Who are Cheryl Zhao, Mba, Cfa's colleagues at Mackenzie Investments?

Cheryl Zhao, Mba, Cfa's colleagues at Mackenzie Investments include Chad Wood, Cfa, Jath Ragukumar, Bein Claveria, Attila Cesak Cim®, and Peter Martins.

How can I contact Cheryl Zhao, Mba, Cfa?

You can use AeroLeads to view verified contact signals for Cheryl Zhao, Mba, Cfa at Mackenzie Investments, including work email, phone, and LinkedIn data when available.

What schools did Cheryl Zhao, Mba, Cfa attend?

Cheryl Zhao, Mba, Cfa holds Master Of Business Administration - Mba, Co-Op Option from Lazaridis School Of Business & Economics At Wilfrid Laurier University.

What skills is Cheryl Zhao, Mba, Cfa known for?

Cheryl Zhao, Mba, Cfa is listed with skills including Microsoft Office, Finance, Accounting, Powerpoint, Microsoft Word, Microsoft Excel, Negotiation, and Loans.

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