Jiawei Wang

Specialist, Institutional Portfolio Operations at CC&L

Jiawei Wang has a diverse work experience, starting as a Summer Intern at Orient Securities in 2016. They then worked as a Teaching Assistant and Research Assistant at Simon Fraser University from May 2019 to April 2020. Following that, Jiawei joined Rethink And Diversify Securities Inc. as an Investment Consultant from June 2020 to November 2020, where they focused on recommending suitable investment products to accredited investors. They then joined Canalyst in November 2020 as an Equity Research Intern and later became an Equity Research Associate from November 2021 to March 2022. Currently, Jiawei works at Connor, Clark & Lunn Financial Group (CC&L) as a Specialist in Institutional Portfolio Operations, starting from May 2022.

Jiawei Wang completed a Master's degree in Finance at the Beedie School of Business at Simon Fraser University from 2018 to 2020. Prior to that, Jiawei Wang obtained a Bachelor of Commerce degree from McMaster University, which was completed from 2014 to 2018. In addition to their formal education, Jiawei Wang has also obtained certifications including the Exempt Market Professionals Course (EMP) from the IFSE Institute in February 2020, and the Financial Modeling & Valuation Analyst (FMVA) certification from the Corporate Finance Institute (CFI). The exact month and year of obtaining the FMVA certification are not provided.

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Timeline

  • Specialist, Institutional Portfolio Operations

    May, 2022 - present