Jennifer Lu
About Jennifer Lu
Jennifer Lu is the Managing Director at Jefferies, with extensive experience in finance and investment banking.
Current Role at Jefferies
Jennifer Lu serves as the Managing Director at Jefferies. She started her current role in 2023. Jefferies is a global investment banking firm providing a full range of investment banking services including underwriting, mergers and acquisitions, restructuring, and capital markets advisory.
Previous Experience at Credit Suisse
Jennifer Lu has previously worked at Credit Suisse as a Director from 2019 to 2023. During her tenure at the New York, New York office, she gained extensive experience in investment banking. Credit Suisse is a renowned financial services company known for its investment banking and asset management capabilities.
Tenure at Moelis & Company
Jennifer Lu held multiple positions at Moelis & Company. She was the Executive Director from 2017 to 2018 and the Vice President from 2015 to 2016, both positions based in New York, NY. Moelis & Company is a global independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructuring, and other corporate finance matters.
Role at Stanwich Advisors LLC
From 2013 to 2015, Jennifer Lu worked as a Vice President at Stanwich Advisors LLC for 2 years. Stanwich Advisors LLC primarily focuses on providing financial advisory services. Jennifer’s role involved significant financial analysis, deal structuring, and client interaction.
Early Career at Various Firms
Jennifer Lu’s early career includes roles at several noteworthy firms, including Forum Capital Partners as Senior Associate (2008-2013), HRJ Capital as Investment Analyst (2007-2008), UBS Investment Bank as Analyst (2006-2007), and Bank of America as Analyst - Corporate Debt Products (2005-2006). Her diverse experience across these organizations provided a strong foundation in investment analysis, corporate debt products, and financial advising.
Education in Finance, General
Jennifer Lu studied at The University of Texas at Austin, where she achieved a BBA in Finance, General from 2001 to 2005. This academic background provided Jennifer with the fundamental knowledge and skills required for a successful career in the financial industry.