Justin Liu, Cfa
About Justin Liu, Cfa
Justin Liu, CFA, is the Senior Vice President of Investment Banking at Jefferies, with a background in accounting, finance, and business from Schulich School of Business, The University of Hong Kong, and Fudan University.
Senior Vice President, Investment Banking at Jefferies
Justin Liu serves as the Senior Vice President of Investment Banking at Jefferies. He has been with the company since 2017, working in the San Francisco Bay Area. In his role at Jefferies, Liu is involved in major investment banking activities including mergers and acquisitions, advisory services, and capital raising. His extensive experience and expertise in the financial sector make him a key player at Jefferies.
Previous Role at Raymond James
Before joining Jefferies, Justin Liu worked at Raymond James as an Investment Banking Associate from 2014 to 2017. In this role, he was based in the San Francisco Bay Area and contributed significantly to various investment banking projects. His responsibilities included financial modeling, deal execution, and client relationship management, helping to secure significant investment opportunities and advisory roles for the firm.
Experience at Ernst & Young (EY)
Justin Liu's career includes roles at EY, where he served first as an Associate in Toronto from 2010 to 2013, and then as a Senior Associate in San Francisco from 2013 to 2014. During his tenure at EY, Liu gained valuable experience in financial auditing, risk assessment, and consulting services. His work at EY laid a strong foundation for his future endeavors in investment banking.
Education at Schulich School of Business - York University
Justin Liu holds an Honours International Bachelors of Business Administration from the Schulich School of Business at York University. His studies in Accounting and Finance provided him with a solid academic background, which he has applied throughout his professional career in investment banking and finance.
Additional Academic Pursuits
In addition to his primary education, Justin Liu also studied at The University of Hong Kong, where he earned a Bachelor's in Business Administration, and at Fudan University, where he achieved an Intermediate level in Chinese Language and Culture. These diverse educational experiences equipped him with a global perspective and multilingual capabilities, valuable assets in the international finance industry.