Sherman Yu

Director, Investment Reporting And Analytics at AGF Investments

Sherman Yu, CFA has extensive work experience in the investment industry. Starting in 2010, they worked at Fore Research & Management, LP as an Analyst in Risk Management and Application Development from January 2010 to April 2010. In the same year, they joined AGF Investments, where they held various roles. Sherman Yu, began as an Analyst in Application Development and Investment Reporting from September 2010 to May 2012. Sherman Yu, then transitioned to a Team Lead position in Application Development and Investment Reporting from May 2012 to May 2014. From May 2014 to May 2017, they were promoted to a Manager role, and finally, as of May 2017, they have been serving as the Director of Investment Reporting and Analytics.

Sherman Yu, CFA holds a Masters of Quantitative Finance degree from the University of London and a Bachelor of Applied Science (BASc) in Electrical Engineering from the University of Waterloo. Sherman Yu, is also a Chartered Financial Analyst (CFA) Charterholder certified by the CFA Institute.

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Timeline

  • Director, Investment Reporting And Analytics

    May, 2017 - present

  • Manager, Investment Reporting And Analytics

    May, 2014

  • Team Lead, Application Development And Investment Reporting

    May, 2012

  • Analyst, Application Development And Investment Reporting

    September, 2010