JL

Jenny Lu

Senior Financial Analyst at CBRE Investment Management

Jenny Lu, CPA, has a solid work experience in various financial roles. Jenny started their career at BMO Nesbitt Burns in 2011 as an Investment Advisory Support. Jenny then moved on to Scotiabank in 2015, where they worked as an Investment Specialist in Wealth Management. In 2016, Lu joined The Citco Group Limited as a Senior Hedge/Private Equity Accountant. Jenny gained valuable accounting experience during their time there until 2019. Currently, since 2019, Lu has been working at CBRE Investment Management, first as a Financial Analyst in Investment Finance and now as a Senior Financial Analyst.

Jenny Lu, CPA, has a bachelor's degree in Commerce, specializing in Accounting and Economics, from the University of Toronto. Jenny completed their undergraduate studies from 2011 to 2015. Following that, in 2015, they obtained a certification in Investment Funds in Canada from the Canadian Securities Institute (CSI). In 2018, Jenny pursued professional development by enrolling in the Chartered Professional Accountants of Canada (CPA Canada) program, which they completed in 2019, earning their CPA designation.

Links

Previous companies

Scotiabank logo
The Citco Group Limited logo

Timeline

  • Senior Financial Analyst

    January, 2022 - present

  • Financial Analyst Investment Finance

    April, 2019