Shanyue L.

CFA Level III Candidate

Role: Portfolio Analyst at Raymond James Ltd.
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Portfolio Analyst
Raymond James Ltd.
Jan 2025 — Present
Financial advisory with a focus on cross-border CA/US assets- Licensed in Canada(CIRO) and the United States(FINRA)

Education

NYU Steinhardt School of Culture, Education, and Human Development
Master's degree, Music Business
2017 — 2019
University of Illinois Chicago
Master's degree, Finance, General
2023 — 2025
UCLA
Bachelor’s Degree, Communication and Media Studies
2013 — 2017
UCLA
Bachelor’s Degree, Ethnomusicology
2013 — 2017

Contact information

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Work email
•••••@raymondjames.ca
Personal email
•••••@•••••.com
Direct dial
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Current company

Raymond James Ltd.

Financial Services · 1.6K employees · Founded 2001 · Toronto, Ontario, Canada

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).

raymondjames.ca

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Experience

Portfolio Analyst

Education

NYU Steinhardt School of Culture, Education, and Human Development

University of Illinois Chicago

UCLA

UCLA

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