Jing Lu, Cfa, C AI A
About Jing Lu, Cfa, C AI A
Jing Lu, CFA, CAIA, serves as the Director of Manager Research & Oversight at the Canadian Medical Association, where she has worked since 2019. With previous experience at Mercer and Northern Trust Asset Management, she specializes in portfolio construction and manager selection across various asset classes.
Work at Canadian Medical Association
Jing Lu serves as the Director, Manager Research & Oversight at the Canadian Medical Association (CMA) since 2019. In this role, she contributes to the Asset Allocation Committee at CMA Investco, where she is involved in the portfolio construction process and the positioning of the total portfolio allocation. Her responsibilities include overseeing the selection and monitoring of external managers across various asset classes, such as fixed income, equity, and private mandates. Her work supports the strategic investment objectives of the organization.
Previous Experience at Mercer
Prior to her current position, Jing Lu worked at Mercer as an Associate / Senior Analyst in Pension Investment Consulting from 2012 to 2015. During her tenure, she focused on providing analytical support and consulting services related to pension investment strategies. This experience contributed to her expertise in investment management and consulting within the financial services industry.
Experience at Northern Trust Asset Management
Jing Lu held the position of Second Vice President, Manager Research at Northern Trust Asset Management from 2015 to 2019. In this role, she was responsible for managing research initiatives and evaluating investment strategies. Her experience at Northern Trust further developed her skills in manager research and oversight, which she applies in her current role at CMA.
Education and Expertise
Jing Lu studied at the University of Toronto at Scarborough, where she earned a Bachelor of Business Administration (BBA) with a focus on Finance. Her educational background provides a solid foundation for her expertise in investment management and financial analysis. She holds the Chartered Financial Analyst (CFA) designation and is a member of the Canadian Investment Association (CIA), reflecting her commitment to professional development in the finance sector.