Jay Xu Email

Manager - Investment Performance Reporting @ Rest

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Jay Xu Location

Melbourne, VIC, AU

Jay Xu Work

2023 - now Manager - Investment Performance Reporting @
2018 - 2023 Manager - Investment Performance @
2018 - 2023 Second Vice President - Investment and Risk Analytics Service @
2016 - 2018 Senior Performance Analyst @
2017 - 2017 Performance Analyst @
2015 - 2016 Portfolio Analyst @
2011 - 2015 Associate - Portfolio Performance Analysis @
2010 - 2011 Senior Analyst - Premium Reporting @
2009 - 2010 Analyst - Cash Product @
2008 - 2009 Graduate Accountant @ CPI Group Ltd

Jay Xu Education

CFA Institute
CIPM (Investment Performance Measurement)
2017 - 2017
CPA Australia
CPA (Accounting)
2011 - 2014
University of Melbourne
Bachelor (Commerce)
2004 - 2006
The Peninsula School
High School (VCE)
2002 - 2003

Jay Xu Skills

Investments
Financial Analysis
Financial Reporting
Financial Services
Financial Markets
Financial Accounting
Asset Allocation
Portfolio Performance Analysis
Capital Gains Tax
Microsoft Excel
Corporate Actions
Investment Management
Analysis

Jay Xu Summary

Jay Xu, based in Melbourne, VIC, AU, is currently a Manager - Investment Performance Reporting at Rest. Jay Xu brings experience from previous roles at Northern Trust and Future Fund. Jay Xu holds a 2017 - 2017 CIPM in Investment Performance Measurement @ CFA Institute. With a robust skill set that includes Investments, Financial Analysis, Financial Reporting, Financial Services, Financial Markets and more. Jay Xu has 3 emails on RocketReach.

Jay Xu Emails

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Jo Wyatt

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