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Rui Jiang

Investment Policy Analyst

CI Financial

English, Mandarin


Years of Experience:

I can speak:

Investment Management


Toronto, ON, Canada

Rui is a highly organized and dedicated professional with 5+ years of experience in financial service industry, providing excellent support to clients and senior finance executives. She completed CFA Level III, Canadian Securities Course (CSC), Canadian Investment Funds Course (IFSE Institute) and a Master degree in business administration focused on investment management. Also, she has strong practical and academic experience in portfolio management, specializing in equity, fixed income, derivative and alternative products.With high attention to details and multi-tasking skill, she can complete projects within urgent deadlines.Besides, she has excellent communication and relationship building skills and extremely trustworthy when handling sensitive and confidential data.

Other Information

MBA in Investment Management?Concordia University
BSc, China University of Mining and Technology


Industry Knowledge:

Investment Management

Past Experience:

Aentib Group, Private Equity Intern
Career Management Services at Concordia University, Career Peer Advisor
Founder Information Industry Group, Executive Assistant to CEO


Highly Proficient at MS Excel, RPM, and Zoho CRM, Financial Modelling

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