Xin (Mandy） Lu, Cfa
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Xin (Mandy） Lu, Cfa Email & Phone Number

Manager, Product Service and Investment Fund Research at Scotiabank McLeod - Scotia Wealth Management at Scotia Wealth Management
Location: Richmond Hill, Ontario, Canada 5 work roles 2 schools
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Current company
Scotia Wealth Management
Role
Manager, Product Service and Investment Fund Research at Scotiabank McLeod - Scotia Wealth Management
Location
Richmond Hill, Ontario, Canada
Company size
3 employees

Who is Xin (Mandy） Lu, Cfa? Overview

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Quick answer

Xin (Mandy） Lu, Cfa is listed as Manager, Product Service and Investment Fund Research at Scotiabank McLeod - Scotia Wealth Management at Scotia Wealth Management, a company with 3 employees, based in Richmond Hill, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Xin (Mandy） Lu, Cfa.

Xin (Mandy） Lu, Cfa previously worked as Manager, Product Service and Investment Fund Research at Scotia Wealth Management and Portfolio Analyst, Investment Solutions at Scotiabank. Xin (Mandy） Lu, Cfa holds Master Of Finance from Schulich School Of Business - York University.

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Scotia Wealth Management

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Profile bio

About Xin (Mandy） Lu, Cfa

- CFA (Chartered Financial Analyst) charterholder; FRM (Financial Risk Manager) level 2 Candidate- Master of Finance from Schulich School of Business; BComm in Finance with High Distinction from University of Toronto- Pooled investment vehicles research- Advanced skills in MS Excel (VLOOKUP, Index Match, IF functions, Pivot Table, build formulas etc.), Word, PowerPoint; Automated daily work tasks and reports using VBA macro and programming; Basic knowledge in Access Database/Tableau

Current workplace

Xin (Mandy） Lu, Cfa's current company

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Scotia Wealth Management
Scotia Wealth Management
Manager, Product Service and Investment Fund Research at Scotiabank McLeod - Scotia Wealth Management
Website
scotiawealthmanagement.com
Employees
3
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5 roles

Xin (Mandy） Lu, Cfa work experience

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

Manager, Product Service And Investment Fund Research

Current
Scotia Wealth Management

40 King Street West Toronto - Scotia Plaza

Jul 2022 - Present

Portfolio Analyst, Investment Solutions

Scotiabank

40 King Street West Toronto

Mar 2020 - Jul 2022

Financial Analyst

Holy Name Of Mary College School

Mississauga, Ontario, Canada

  • Performed extensive data cleansing within large-scale of internal database to remove the incomplete and inaccurate data
  • Investigated, analyzed and identified the cash shortage issues by performing forecasting analysis on cash flow statement
  • Developed VBA scripts and stored Excel Macros to replace manual data cleansing processes into automation by using nested For, Do loops and built-in VBA functions, which greatly improved daily work productivity by at.
  • Conducted extensive cost analysis by establishing and developing advanced Excel Model to derive the cost cutting strategy
  • Illustrated superior communication skills by interpreting financial models and analysis results to non-technical colleagues
  • Delivered quantitative report with insight and actionable recommendation to assist manager in data-driven decision making
Jan 2018 - Apr 2018

Analyst

China Construction Bank (Asia) Corporation Limited

Ningbo, Zhejiang, China

  • Updated and maintained SQL database and complex SQL queries in a goal of storing new procedures and data extraction
  • Performed extensive data cleansing within large-scale of internal database to remove the incomplete and inaccurate data
  • Utilized Pivot Table to build customized dashboards, tailored reports and communicated analyses with the management team
May 2017 - Aug 2017
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

IS Ian Su Ian Su Colleague at Scotia Wealth Management Mississauga, Ontario, Canada, Canada View → CL Camille Lee See Tu Camille Lee See Tu Colleague at Scotia Wealth Management Montreal, Quebec, Canada, Canada View → RE Rabiah Elferro Rabiah Elferro Colleague at Scotia Wealth Management Vancouver, British Columbia, Canada, Canada View → TW Tina Wall Tina Wall Colleague at Scotia Wealth Management Mount Pearl, Newfoundland And Labrador, Canada, Canada View → AR Azka Rehan Azka Rehan Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → JC Juan Carlos Pons Toriello Juan Carlos Pons Toriello Colleague at Scotia Wealth Management León, Guanajuato, Mexico, Mexico View → CP Carla Perks, Cfp Carla Perks, Cfp Colleague at Scotia Wealth Management Canada, Canada View → PV Pina Vari Pina Vari Colleague at Scotia Wealth Management Montreal, Quebec, Canada, Canada View → KS Kevin Sri Kevin Sri Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → DM Declan Monaghan Declan Monaghan Colleague at Scotia Wealth Management Kelowna, British Columbia, Canada, Canada View →
2 education records

Xin (Mandy） Lu, Cfa education

Bachelor Of Commerce, Specialist In Finance, Cgpa: 3.75/4.0

University Of Toronto

Activities and Societies: Chinese Students and Scholars AssociationBachelor of Commerce with High Distinction, Specialist in Finance.

FAQ

Frequently asked questions about Xin (Mandy） Lu, Cfa

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

What company does Xin (Mandy） Lu, Cfa work for?

Xin (Mandy） Lu, Cfa works for Scotia Wealth Management.

What is Xin (Mandy） Lu, Cfa's role at Scotia Wealth Management?

Xin (Mandy） Lu, Cfa is listed as Manager, Product Service and Investment Fund Research at Scotiabank McLeod - Scotia Wealth Management at Scotia Wealth Management.

Where is Xin (Mandy） Lu, Cfa based?

Xin (Mandy） Lu, Cfa is based in Richmond Hill, Ontario, Canada while working with Scotia Wealth Management.

What companies has Xin (Mandy） Lu, Cfa worked for?

Xin (Mandy） Lu, Cfa has worked for Scotia Wealth Management, Scotiabank, Bank Of Communications Co.,Ltd., Holy Name Of Mary College School, and China Construction Bank (Asia) Corporation Limited.

Who are Xin (Mandy） Lu, Cfa's colleagues at Scotia Wealth Management?

Xin (Mandy） Lu, Cfa's colleagues at Scotia Wealth Management include Ian Su, Camille Lee See Tu, Rabiah Elferro, Tina Wall, and Azka Rehan.

How can I contact Xin (Mandy） Lu, Cfa?

You can use AeroLeads to view verified contact signals for Xin (Mandy） Lu, Cfa at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Xin (Mandy） Lu, Cfa attend?

Xin (Mandy） Lu, Cfa holds Master Of Finance from Schulich School Of Business - York University.

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