Jennifer Lui, CPA, CFA

Chief Administrative Officer
Jennifer brings nearly 25 years of experience in portfolio accounting to Portfolio BI. Jennifer’s specialties include Advent and Geneva implementations, with an emphasis in accounting workflows, report design and process re-engineering.

Before joining Portfolio BI in 2013, Jennifer focused on designing customized accounting reports and project management infrastructure for hedge funds, including FX/forward calculations, equity swaps and credit default swap presentation. Previously, she worked at Goldman Sachs and Arthur Andersen’s Capital Markets Group.

Jennifer is a member of the CFA Institute, NYSSCPA, AICPA and NYSSA. Jennifer earned her MBA in finance and economics from New York University and her BS in accounting and finance from NYU’s Stern School of Business.

Blog Posts

No items found.