Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Highly experienced executive with strong qualitative, quantitative, and presentation skills and a background in startup firms as well as financial technology and portfolio intelligence for wealth managers and institutional investors. Leader of multiple high-performing teams managing high touch clients and delivering actionable insights for their decision making. Adept at thriving in fast-paced environments and adhering to tight deadlines while remaining calm, confident and professional. Recognized by co-workers and managers for creativity, dedication and exceptional work ethic, upholding internal standards and productivity goals to meet retention and business development targets. Represented integrity and professionalism in all areas of business, serving as mentor and role model to staff.

  • Management/Leadership Skills
  • Talent Selection, Development & Retention
  • Recruiting | Coaching | Mentoring
  • Data Analysis, Metrics and Reporting
  • Operations Management
  • Complex Project Management
  • Creative Solutions & Proposals
  • Strategic Business Planning
  • Resource Management
  • Investment Portfolio Insights & Due Diligence
  • Asset Manager Skillset Analytics
  • System Development & Implementation
  • Complex Reasoning & Problem Solving
  • Business Development
  • Relationship Building
  • Client/Investor Relations
  • Market trends and analysis
  • Risk management
  • Process Optimization/Improvements
  • Publications
05/2015 to Current
Vice President/Senior Associate/Associate NOVUS PARTNERS INC. City, STATE,
  • Reported directly to CEO as leader of 10-employee New York Department managing North East territory of 80+ high-touch hedge fund, family office, endowment, and fund of funds clients with an aggregate asset base of nearly $2 trillion
  • Worked across leadership functions with oversight of all daily operations, including supervision and delegation to ensure optimal productivity and effective coordination with offshore data teams
  • Provided expertise to clients to improve investment decision making through impactful data analysis, data management, reporting and by offering a detailed view of portfolio characteristics and manager skillsets
  • Used Python, SQL, VBA, and Excel to improve quality, turnaround time, and accuracy of client deliverables
  • Managed revenue strategies and customer engagement tactics for the company's largest clients; fostered relationships with key stakeholders to enhance retention and generate contract upsell opportunities
  • Automated product utilization reports through the Segmentation and Indicative software to identify at-risk clients
  • Managed RFP submissions and negotiated client contracts while also coordinating with Head of Manager Relations
  • Employed Hubspot and Salesforce as CRM software to track communications, prepare proposals and execute contracts
  • Cross-trained on Business Development responsibilities to expand duties and developed a thoughtful and strategic partnership with senior business leaders to drive brand success
  • Represented company at investment industry events, including seminars, conferences, and networking assemblies, to promote products, establish relations and identify new sources of revenue
  • Executed personnel recruitment campaign and occupied role of technical and knowledge leader assisting with training program to build foundational knowledge of product, tooling, and culture
  • Active member of company Mentoring Program and Social Committee
  • Contributed written content, analysis, and research to blogs and white papers that showcased the unique value of Novus analytics, often working in tandem with Research and Marketing to maximize impact
  • Collaborated with Head of Product and Engineering as Product Specialist and Functionality Adoption Manager responsible for QA, user documentation, Go-To-Market plan, Roll-out campaign, and post-release impact monitoring
07/2012 to 05/2015
Analyst/Associate/Research Associate NERA ECONOMIC CONSULTING City, STATE,
  • Worked with multiple groups within both the Securities and Finance and the Antitrust Divisions on several high-profile cases
  • As project leader, used analytical and management skills while gaining experience in task delegation and resource utilization
  • Collected market, industry, company, and competitor information using Bloomberg, FactSet and SEC filings; Reviewed, summarized, and analyzed industry trends
  • Managed large data sets and wrote STATA programs to conduct sophisticated analytical tests the results of which were later summarized in Excel and used to create detailed demonstratives presented to counsel
  • Designed and built quantitative models; Applied econometric analysis to economic and financial data
  • Drafted market crisis chronology using market data from Bloomberg and news articles from Factiva
  • Modeled future cash flows for subprime deals using INTEX and presented summaries of the results. Was one of only four people in the company trained in the use of INTEX
  • Direct client interactions and collaboration; Created, formatted and reviewed PowerPoint presentations for meetings with clients or General Counsel; Drafted memos and reports submitted to the court; Participated in client calls and team meetings taking the lead on several occasions
  • Ran Excel training for new hires and interns during 2013 and 2014
  • Leader of company Researchers Social Committee and Mentoring Program
06/2011 to 08/2011
Equity Research Summer Analyst CREDIT SUISSE City, STATE,
  • Provided strategic, industry, company-specific and macro-economic analysis for investment ideas; worked with other analysts to create financial models including projections and valuation analyses as the basis for making investment recommendations
  • Updated Chemicals Sector Marketing Book and performed routine quantitative and qualitative activities to support the Sector Group’s stock picking and monitoring processes
  • Collected, summarized and analyzed information from various sources, including databases, reference works, and online sources
06/2010 to 08/2010
Equity Research and Investment Operations MANNING AND NAPIER City, STATE,
  • Boutique wealth management and investment advisory firm managing over $30 billion
  • Completed Market Overview Project on closed-end funds for the Quantitative Strategies Group
  • Worked closely with analysts to complete a comprehensive investment recommendation for the firm’s Technology Fund
  • Participated in regular meetings of the Equity Research Department and other groups of the company
  • Completed monthly Reconciling Operations for the firm’s accounts and collaborated with Investment Operations groups
Expected in 05/2012
Bachelor of Arts: Financial Economics With Honors, Magna Cum Laude
University of Rochester - Rochester, NY

Triple Minors in Business, Mathematics and Statistics

  • GPA: 3.87/4.00, Dean's List 8 of 8 eligible semesters
  • Elected to Phi Beta Kappa
  • Awarded High Distinction and Honors in Research in Financial Economics
  • Chartered Alternative Investment Analyst (CAIA) Level II Candidate (March 2020)
  • Chartered Financial Analyst (CFA) Level II Candidate (June 2021)
Activities and Achievements
  • Director of the Energy Sector for the Meliora Capital Investment Club,
  • Teacher Assistant for Quest Calculus II (Fall 2009) and Multidimensional Calculus (2010 and 2011)
  • Member of Omicron Delta Epsilon
  • VP of PACE for National Society of Collegiate Scholars
  • Fluent in Italian, Spanish, and Albanian, Conversational in the French, Novice in Russian

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  • University of Rochester

Job Titles Held:

  • Vice President/Senior Associate/Associate
  • Analyst/Associate/Research Associate
  • Equity Research Summer Analyst
  • Equity Research and Investment Operations


  • Bachelor of Arts

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