Investment Associate resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

· Performed comprehensive technical research including NLP, reinforcement learning, deep learning and their applications

  • Activities: Scheduled activities during Cocktail Reception at United Nations New York - Introducing Chinese Chess
  • Skills: Microsoft Office, SQL, Python, R, JMP Pro, MATLAB
  • AI, Valuation
  • Business analysis
  • Business strategy
  • Chinese
  • Content
  • Data analysis
  • Drivers
  • Driving
  • Due diligence
  • Financials
  • Financial
  • Focus
  • Forecasting
  • Government
  • Industry research
  • Logistics
  • Market research
  • Market
  • Meetings
  • Excel
  • Microsoft Office
  • Office
  • NLP
  • Enterprise
  • Networks
  • Programming
  • Python
  • Quality
  • Reception
  • Research
  • SAS
  • Space planning
  • SQL
  • Strategy
  • Strategic
  • Technology analysis
  • Technology research
Investment Associate, 02/2018 - Current
Bmo Virtual, CA,
  • Founding member of Fosun Silicon Valley Investment office; Collaborated with teams and the group headquarter to identify new investment strategy and develop new partners.
  • Focus on analyzing and tracking AI, enterprise software and other technology-driven startups; Actively sourced new deals for the team by attending industry events, meeting startups, and leveraging tech and investor networks.
  • Formulated and iterated investment thesis based on industry research, and internal/external expert interviews; Performed comprehensive technical research including NLP, reinforcement learning, deep learning and their applications.
  • Created comprehensive technology analysis reports, including Gan and BigBigan paper research; XLNet paper research; ResNet paper research; overview of reinforcement learning; overview of deep learning; weak supervised learning research; deep learning and reinforcement learning in autonomous driving; the latest NLP technology breakthrough; NLP in the dialogue system application.
  • Led efforts in due diligence on potential investment opportunities including product-market fit and competitiveness, business and revenue model, valuation, business risks, strategic fit, and post-investment development plan.
  • Prepared over 10 investment memos for multiple startups including market size and research, competition analysis, product and technology introduction, financial forecasting and exit strategy.
  • Assist and support portfolio companies with business strategy, financial review, and investors introduction; participated in portfolio company Board meetings.
  • Successfully closed a deal of an Israeli-based AI-driven travel OTA startup as a team member.
  • Performed market research on travel industry; Analyzed company financials, identified key operating metrics, determined potential risks and cost drivers.
  • Successfully closed a deal of an Israeli-based cyber security startup as a team member.
  • Performed technology research on cyber security EDR space; Led due diligence by interviewing key customers, competitors and internal departments for synergy analysis.
Statistical Consultant, 09/2014 - 06/2016
Jones Lange Lasalle Inc. Lake Mary, FL,
  • Assisted project managers to identify problem, collect relevant datasets and generate analysis report.
  • Performed data cleansing and manipulation; implemented data integration with numerous variables using SQL; efficiently analyzed data combining Python and SQL programing skills.
  • Worked closely with technology team to design data collecting methods and implement data analysis system; developed data analytics algorithm for business analysis on performance of key metrics.
Data Analyst, 10/2013 - 04/2014
General Electric Lexington Park, MD,
  • Partnered with professors to conduct research on medical and nutritional data of pregnant Kenya women.
  • Responsible for loading, extracting and validating data; Manipulated and performed data cleaning using Excel and SQL; Normalized the dataset of over 200,000 observations and 516 variables.
  • Analyzed raw data and developed models in R and SAS programming language to identify maternal nutritional status and the association with pregnancy outcomes in Kenya.
  • Validated data and model to ensure the quality, validity and accuracy of content with machine learning techniques; Summarized a 60-page project report.
Summer Analyst, 04/2013 - 06/2013
Roland Berger Strategy Consultants City, STATE,
  • Assisted in formulating the growth strategy of the Yunyan District Government in Guizhou Province by creating innovative models for space planning and industrial planning, including tourism, modern agriculture and logistics industries.
  • Generated high-tech development strategies for Guizhou Provincial Government by performing industry data analysis.
Education and Training
Master of Professional Studies (M.P.S: Applied Statistics, Expected in 2014
Cornell University - Ithaca, NY
Bachelor of Engineering: Systems Engineering & Engineering Management, Financial Engineering, Expected in 2013
The Chinese University of Hong Kong Hong Kong - ,

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Cornell University
  • The Chinese University of Hong Kong Hong Kong

Job Titles Held:

  • Investment Associate
  • Statistical Consultant
  • Data Analyst
  • Summer Analyst


  • Master of Professional Studies (M.P.S
  • Bachelor of Engineering

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: