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Jennifer Lui — Senior Manager of Investor Services · Juniper Square · Toronto, Ontario, Canada.
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About
I’m a results driven leader with 15 years of experience in the alternative investment space, specializing in investor services, compliance, and treasury operations. I’ve built and led high performing teams, launched scalable programs, and partnered cross functionally to drive efficiency, growth, and exceptional client outcomes. I thrive in fast paced environments, balancing strategic execution with practical problem solving with a strong focus on team development.
Experience
DirectorCurrent
Juniper Square · Toronto, Ontario, Canada
Jun 2025 – Present
Driving impactful, scalable solutions across compliance, investor services, and digital subscription flows, with a sharp focus on execution and results. - Strategically lead and optimize Investor Services operations for Fundraising, AML, and Core IS teams, driving operational excellence, cross functional alignment and revenue growth - Spearheaded the launch of Juniper Square’s compliance offerings, aligning operational execution with evolving regulatory and business needs. - Partnered with Product and Treasury to successfully launch Juniper Square’s Treasury solution, streamlining operations and driving adoption. - Directed the firm’s first non-standard investor services lift-out, establishing a milestone driven transition model that sets the foundation for future growth. - Serve as a mentor and thought partner to peers while collaborating with Product and Engineering to ensure scalable, purpose built solutions.
Associate Director
SS&C GlobeOp · Toronto, Ontario, Canada
Oct 2021 – Dec 2023
Led high impact client relationships and cross functional initiatives across investor services and compliance, with a focus on scalability, client outcomes, and operational efficiency. - Led a team of eight, managing three key strategic clients across a combined 120+ funds and 6,000+ investors spanning retail and institutional channels. - Onboarded key advisory relationships, enabling GP access to new investor capital while maintaining an efficient and scalable onboarding workflow. - Managed AML escalations in collaboration with clients, ensuring compliance with Irish, Luxembourg, and Cayman regulatory guidance through a risk-based approach. - Partnered with fund accounting teams to enhance static data capture during LP onboarding, optimizing downstream reporting processes. - Oversaw key process rollouts for service teams in Toronto and other global locations, standardizing procedures to scale service offerings effectively.
Education
Skills
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