Echo Wu, Cfa
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Echo Wu, Cfa Email & Phone Number

Portfolio Manager at Evolve ETFs
Location: Toronto, Ontario, Canada 9 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Evolve ETFs
Role
Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
22 employees

Who is Echo Wu, Cfa? Overview

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Quick answer

Echo Wu, Cfa is listed as Portfolio Manager at Evolve ETFs, a company with 22 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Echo Wu, Cfa.

Echo Wu, Cfa previously worked as Trading & Operations Associate at Evolve Etfs and Senior Business Systems Analyst, TBSM Technology at Td. Echo Wu, Cfa holds Bachelor'S Degree, Accounting And Finance from University Of Waterloo.

Company email context

Email format at Evolve ETFs

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Evolve ETFs

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Profile bio

About Echo Wu, Cfa

Echo Wu, Cfa is a Portfolio Manager at Evolve ETFs. They possess expertise in accounting, financial mgmt, organizational leadership, communication, customer relations and 3 more skills. They is proficient in French and Mandarin.

Listed skills include Accounting, Financial Mgmt, Organizational Leadership, Communication, and 4 others.

Current workplace

Echo Wu, Cfa's current company

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Evolve ETFs
Evolve Etfs
Portfolio Manager
Toronto, ON, CA
Website
evolveetfs.com
Employees
22
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Company profile
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9 roles

Echo Wu, Cfa work experience

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

Trading & Operations Associate

Current
Evolve Etfs

Toronto, Ontario, Canada

  • Oversee and manage ETF and Mutual Fund portfolios, ensuring alignment with investment objectives and strategies.
  • Execute multi-asset class orders, focusing on cash management, index-related events, rebalances, reconstitutions, and rolls, as well as managing ETF creation/redemption processes.
  • Conduct in-depth market research and analysis to inform investment decisions and portfolio adjustments.
May 2023 - Present

Senior Business Systems Analyst, Tbsm Technology

Td

Toronto, Ontario, Canada

  • Collaborated on SOFR/CORRA Benchmark Rate Reform for investments and bank products
  • Led a product data hierarchy change on bank product interest rate risk hedge reporting
  • Performed tests on the enterprise-wide data engineering & transformation platform to matchfinancial modelling specifications for PV, Duration, Convexity, EVE, and NIIS results
  • Created extensive technical documentation with visual aids on Confluence for business users
Dec 2021 - May 2023

Senior Analyst, Tbsm Ftp Reporting

Td

Toronto, Ontario, Canada

  • Produced & presented monthly product and interest rate risk hedge reporting for Canadian Deposits Portfolio and Capital results to broad TBSM teams and executives
  • Collaborated with Finance and Retail/Commercial product teams on identifying portfolio growth dynamics
  • Created and refurbished Tableau visualizations to save 50+ manual working hours annually
  • Demonstrated expertise with Tableau and shared newfound skills with business partners
Jul 2020 - Dec 2021

Senior Analyst, Tbsm Stress Testing

Td

Toronto, Ontario, Canada

  • Contributed to TD Bank passing CCAR, EWST, and MST regulatory tests from OSFI and Fed
  • Forecasted NII and capital impacts for investments and bank products under stress scenarios
  • Fielded OSFI and Fed inquiries into stress results and documented banking methodologies
  • Streamlined processes with Excel, VBA, SQL, and Alteryx to save 200+ working hours annually
Dec 2017 - Jul 2020

Analyst, Capital Markets Risk Management (Cmrm)

Td Securities

Toronto, Ontario, Canada

  • Performed Independent Price Verification processes and Valuation Adjustments for equity, metals and credit derivative products in accordance with bank policy
  • Resolved counterparty collateral disputes by confirming valuations and market data
  • Automated monthly processes by writing VBA macros to streamline production
  • Reduced the run time of a weekly FX exposure report to save 50+ working hours annually
Sep 2016 - Dec 2016

Analyst, Treasury And Balance Sheet Management (Tbsm)

Td

Toronto, Ontario, Canada

Jan 2016 - Apr 2016

Investment Analyst

Foresters

Toronto, Canada Area

Jan 2015 - May 2015
Team & coworkers

Colleagues at Evolve ETFs

Other employees you can reach at evolveetfs.com. View company contacts for 22 employees →

TS Tedd Strazimiri Tedd Strazimiri Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → VC Veronica Carlasuc Veronica Carlasuc Colleague at Evolve EtfsGreater Toronto Area, Canada, Canada View → ME Mark Evans Mark Evans Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → RC Rahul Chawla Rahul Chawla Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → SL Setaj Ladd Setaj Ladd Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → ET Erica Thom Erica Thom Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → MS Michael Simonetta Michael Simonetta Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → KT Kaitlin Thompson, Cfa Kaitlin Thompson, Cfa Colleague at Evolve EtfsToronto, Ontario, Canada, Canada View → SM Stephen Mcdermott Stephen Mcdermott Colleague at Evolve EtfsVictoria, British Columbia, Canada, Canada View →
2 education records

Echo Wu, Cfa education

Bachelor'S Degree, Accounting And Finance

University Of Waterloo

Activities and Societies: Accounting and Finance Student Association, UW Culinary(Cooking) Club

Education record

Northern Secondary School

Activities and Societies: Northern Debating Association

FAQ

Frequently asked questions about Echo Wu, Cfa

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

What company does Echo Wu, Cfa work for?

Echo Wu, Cfa works for Evolve ETFs.

What is Echo Wu, Cfa's role at Evolve ETFs?

Echo Wu, Cfa is listed as Portfolio Manager at Evolve ETFs.

Where is Echo Wu, Cfa based?

Echo Wu, Cfa is based in Toronto, Ontario, Canada while working with Evolve ETFs.

What companies has Echo Wu, Cfa worked for?

Echo Wu, Cfa has worked for Evolve Etfs, Td, Td Securities, Accounting And Finance Student Association, and Foresters.

Who are Echo Wu, Cfa's colleagues at Evolve ETFs?

Echo Wu, Cfa's colleagues at Evolve ETFs include Tedd Strazimiri, Veronica Carlasuc, Mark Evans, Rahul Chawla, and Setaj Ladd.

How can I contact Echo Wu, Cfa?

You can use AeroLeads to view verified contact signals for Echo Wu, Cfa at Evolve ETFs, including work email, phone, and LinkedIn data when available.

What schools did Echo Wu, Cfa attend?

Echo Wu, Cfa holds Bachelor'S Degree, Accounting And Finance from University Of Waterloo.

What skills is Echo Wu, Cfa known for?

Echo Wu, Cfa is listed with skills including Accounting, Financial Mgmt, Organizational Leadership, Communication, Customer Relations, Teamwork, Delegation, and Culinary Skills.

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