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.
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