Bio
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Topline AI
Jerry Liu is a seasoned investment banking analyst with expertise in financial analysis, strategic planning, and leadership. He has a strong educational background in financial economics and commerce, with experience in risk analysis, derivatives research, and project management.
Experience
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Investment Banking Analyst
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Apr 2022 - Present
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Derivatives Research Summer Student
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May 2021 - Aug 2021
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Risk Analyst
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May 2018 - Aug 2020
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CFA Level 1
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Jun 2019 - Jun 2019
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Education
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2020 - 2021Western University
Master of Financial Economics, 3.7 -
2014 - 2018Queen's University
Bachelor of Commerce (BCom) with Honours, Business/Commerce, General
Suggested Services
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Industry Focus. “Financial Services”
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