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Kathy Xu

Business Intelligence Analyst

Manulife Investment Management

English, Mandarin


Years of Experience:

I can speak:

Investment Management


Toronto, ON, Canada

From private equity to risk management to business intelligence, Kathy has achieved successes in multiple fields across the financial services industry. In her current role at Manulife Investment Management, Kathy takes charges of the business intelligence projects using tools such as Power BI, etc. and works closely with regional and national leadership members.

Other Information

MBA, Concordia University
Bachelor of Finance, East China University of Science and Technology


Industry Knowledge:

Investment Management, Banking & Financial Services

Past Experience:

Bank of China(Canada), Credit Analyst & Credit Risk Management
B2B Bank, Credit Administration Officer
Mink Capital, Private Equity Analyst


Credit Analysis, Risk Management, Business Intelligence, Data Analytics, Data Visualization, Power BI, Investment Management, Porfolio Management

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