Jackie (Xuan) Liu, CFA, MBA
Concordia University
Tell me more about Jackie (Xuan) Liu, CFA, MBA?
Jackie (Xuan) Liu, CFA, MBA is an experienced investment and portfolio manager with 17.8 years of work experience. She has a strong background in real assets investing, portfolio management, and strategy. Jackie has worked in various companies, including Recurrent Energy Co. (r) and Canadian Solar Inc. She is skilled in financial modeling, due diligence, and alternative investments. Jackie is a graduate of the University of California, Berkeley, Haas School of Business. She is currently based in San Francisco, California.
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About
Experienced investment and portfolio manager with a demonstrated history of working in the renewables and investment management industry. Skilled in real assets investing, portfolio management and strategy. Strong finance professional graduated from University of California, Berkeley, Haas School of Business.
Work Experience
infrastructure investments calstrs
Government Administration
Jackie (Xuan) Liu, CFA, MBA's Professional Milestones
- Manager, Risk And Investment Management (2017-02-01~2018-04-01): Creating a comprehensive risk management framework to protect clients and minimize risk for their investment portfolio.
- Associate (2009-09-01~2011-08-01): Assisted with administrative tasks, ensuring a smooth and effective work environment for all employees.
Education
Finance,
Master Of Science,
Masters
2003-2005Skill
Investments
Portfolio Management
Financial Modeling
Due Diligence
Alternative Investments
Venture Capital
Financial Analysis
Finance
Emerging Markets
Valuation
Private Equity
Project Finance
Bloomberg
Investment Strategies
Asset Management
Asset Managment
Risk Management
Certification
Colleagues
Other Named Jackie (Xuan) Liu, CFA, MBA
Frequently asked questions
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Jackie (Xuan) Liu, CFA, MBA's social media include: Linkedin,
Jackie (Xuan) Liu, CFA, MBA works for CalSTRS
Jackie (Xuan) Liu, CFA, MBA's role in CalSTRS is infrastructure investments calstrs
Jackie (Xuan) Liu, CFA, MBA works in the industry of Government Administration
Jackie (Xuan) Liu, CFA, MBA's colleagues are Jack Ehnes,Cassandra Lichnock,Cassandra Lichnock
Jackie (Xuan) Liu, CFA, MBA's latest job experience is infrastructure investments calstrs at CalSTRS
Jackie (Xuan) Liu, CFA, MBA's latest education in Concordia University