Jianfei Y. (Sally)

Manager, Data Management at CC&L

Jianfei (Sally) Y. has a diverse work experience spanning multiple industries and roles. Jianfei (Sally) is currently a Manager of Data Management at Connor, Clark & Lunn Financial Group (CC&L), where they have been since October 2020. Prior to this role, they served as a Team Leader of Data Management from July 2019 to October 2020. Jianfei (Sally) also worked as a Senior Data Analyst from January 2018 to July 2019, and as a Data Analyst from April 2016 to December 2017. At CC&L, they started as an Analyst in the Investment Analytics team in September 2014 and stayed until April 2016.

Before joining CC&L, Jianfei worked as an Equity Analyst and Vice President of Networking Events at the Johns Hopkins Equity Analyst Team from October 2013 to August 2014. Jianfei (Sally) also had a brief role as a New Markets Analyst at Asurvest, Inc. from January 2014 to July 2014.

Jianfei's earlier experiences include working as a Mutual Fund Administrator at RBC Global Asset Management from September 2012 to March 2013. Jianfei (Sally) also held roles at UBC BizTech Network as a 4th Year Representative from May 2011 to May 2012, at The University of British Columbia as a Research and Teaching Assistant for the MIS division from September 2011 to April 2012, and as a Risk Management Department Intern at China UnionPay from June 2011 to August 2011. Jianfei (Sally) began their career as a Sales Representative at Mobile Korner Solutions Inc-BELL Mobility from May 2010 to July 2010.

Jianfei's work experience showcases their expertise in data management, analytics, investment, and risk management.

Jianfei (Sally) Y. completed their Bachelor's degree in Finance and Management Information Systems from The University of British Columbia, where they studied from 2008 to 2012. Jianfei (Sally) later pursued a Master of Science in Finance from The Johns Hopkins University, which they successfully completed in 2014. In 2018, they obtained the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute. Additionally, they have also completed a course titled "Introduction to Programming Using Python" from edX, but the specific month and year of completion are not provided.

Links

Timeline

  • Manager, Data Management

    October, 2020 - present

  • Team Leader Data Management

    July, 2019

  • Senior Data Analyst

    January, 2018

  • Data Analyst

    April, 2016

  • Analyst Investment Analytics

    September, 2014