Iris Wu
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Iris Wu Email & Phone Number

Director, Institutional Partnerships, China at CFA Institute, CFA Charter Holder at CFA Institute
Location: Chaoyang District, Beijing, China 8 work roles 4 schools
1 work email found @thomsonreuters.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
Director, Institutional Partnerships, China at CFA Institute, CFA Charter Holder
Location
Chaoyang District, Beijing, China
Company size

Who is Iris Wu? Overview

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Quick answer

Iris Wu is listed as Director, Institutional Partnerships, China at CFA Institute, CFA Charter Holder at CFA Institute, a company with 2106 employees, based in Chaoyang District, Beijing, China. AeroLeads shows a work email signal at thomsonreuters.com and a matched LinkedIn profile for Iris Wu.

Iris Wu previously worked as Director, Institutional Partnerships, China at Cfa Institute and Government & Regulatory Affairs Senior Manager, China at Thomson Reuters. Iris Wu holds Master Of Business Administration (Mba), Finance And Financial Management Services from York University.

Company email context

Email format at CFA Institute

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{first}.{last}@thomsonreuters.com
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AeroLeads found 1 current-domain work email signal for Iris Wu. Compare company email patterns before reaching out.

Profile bio

About Iris Wu

HIGHLIGHTS- Nearly 20 years experience in financial services, consulting, and venture capital investment industries in China and Canada, and employers include CFA Institute, Thomson Reuters, CIBC World Markets, and York Consulting Group- Deep knowledge in financial market, able to handle government and regulatory relations/affairs, and to communicate with senior executives from investment banks/security firm, mutual fund managers, and corporate - As a guest instructor of Merger & Acquisition Information Decision course to the EMBA students at Tsinghua University PBC School of Finance in 2016- MBA at Schulich school of business, York University in Canada, B.S from Peking University in China; Chartered Financial Analyst (CFA) since 2012.- Excellent oral and written communication skills with people from different countries and various backgrounds- Achievement motivated, and dedicated individual able to work efficiently under pressure

Listed skills include Cfa, Crm, Budgets, Equities, and 7 others.

Current workplace

Iris Wu's current company

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CFA Institute
Cfa Institute
Director, Institutional Partnerships, China at CFA Institute, CFA Charter Holder
charlottesville, virginia, united states
Employees
2106
AeroLeads page
8 roles

Iris Wu work experience

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

Director, Institutional Partnerships, China

Current

Beijing City, China

Apr 2017 - Present

Government & Regulatory Affairs Senior Manager, China

Beijing City, China

Financial Market research- Regularly brief to global management on Chinese government financial reform progress and regulatory policies changes, and provide them with policy research reports, and updates on competitors and significant regulatory changes when necessary. - Chinese financial market research reports include ‘China continues its RMB.

Jan 2015 - Apr 2017

Senior Client Trainer

Beijing City, China

Training courses and presentations- Instructor as Thomson Reuters Academy Institute, courses include ‘Fundamental Analysis of Listed Companies’, ‘Charts to Illustrate Economy’, ‘Macro-economic Indicators and Cross-Asset Investment’, ‘Investment Banking Business and Information’, ‘Industry and Competition Analysis’ etc- Delivered training courses on.

Jan 2014 - Dec 2014

Financial Content Strategy Manager

Beijing City, China

Strategy- Prepared mid-term, short-term China content strategy and content acquisition plan; and make sure content plan aligning with corporate business priorities and financial market trends both domestic and the globe.- Presented China financial market trends and content strategy plan to global and local senior executive teams and secured enough capital.

Nov 2011 - Dec 2013

Financial Content Specialist

Beijing City, China

Project Management- Managed China content projects to assure it is well scoped, planned, sourced and delivered per business requirements- Led Thomson Reuters flagship product, Eikon, localization project, and have transformed a purely English language product to a well-accepted Chinese language product; defined content and product localization scope based.

Oct 2007 - Oct 2011

Financial Analyst

Toronto, Canada Area

- Prepared reports to support Equity trading: trading commissions, market share, Normal-Course Issuer Bid trades reports, Convertible Debenture reports- Financial database maintenance and enhancement- Business lines analysis, revenue analysis, and cost analysis- Created a financial model to analyze client profitability- Participated in CRM (Client.

Jul 2006 - Jun 2007

Business Support Manager

Junnet Holdings Limited

Shenzhen, Guangdong, China

- Managed the Business Support Department together- Collaborated with business units to set up annual quotas, and prepared high-level budgets for each business unit and functional department- Oversaw and analyzed key financial data at each subsidiary monthly- Proposed solutions to financial issues, and followed the implementation of solutions- Initiated.

Jul 2000 - Oct 2003

Assistant To The General Manager

Vanda System Holdings Limited

Shenzhen, Guangdong, China

- Assisted the general manager in controlling operating expenses- Acted as company representative in introducing International Organization for Standardization 9001- Created a dynamic clients database, which reduced the redundancy of client information and improved the efficiency of client information retrieval among branches. This system was considered as.

Jul 1998 - Jul 2000
Team & coworkers

Colleagues at CFA Institute

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4 education records

Iris Wu education

Master Of Business Administration (Mba), Finance And Financial Management Services

Activities and Societies: York Consulting Group

Bachelor Of Science (Bs), Information Science/Studies

Activities and Societies: Student Union

FAQ

Frequently asked questions about Iris Wu

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

What company does Iris Wu work for?

Iris Wu works for CFA Institute.

What is Iris Wu's role at CFA Institute?

Iris Wu is listed as Director, Institutional Partnerships, China at CFA Institute, CFA Charter Holder at CFA Institute.

What is Iris Wu's email address?

AeroLeads has found 1 work email signal at @thomsonreuters.com for Iris Wu at CFA Institute.

Where is Iris Wu based?

Iris Wu is based in Chaoyang District, Beijing, China while working with CFA Institute.

What companies has Iris Wu worked for?

Iris Wu has worked for Cfa Institute, Thomson Reuters, Cibc, Junnet Holdings Limited, and Vanda System Holdings Limited.

Who are Iris Wu's colleagues at CFA Institute?

Iris Wu's colleagues at CFA Institute include Janet Shylaja, Armaan Uddin, Blasjose Navarrro, Elaine Pan, and Lucas Miranda.

How can I contact Iris Wu?

You can use AeroLeads to view verified contact signals for Iris Wu at CFA Institute, including work email, phone, and LinkedIn data when available.

What schools did Iris Wu attend?

Iris Wu holds Master Of Business Administration (Mba), Finance And Financial Management Services from York University.

What skills is Iris Wu known for?

Iris Wu is listed with skills including Cfa, Crm, Budgets, Equities, Investment Banking, Chartered Financial Analyst, Product Development, and Financial Modeling.

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