Lisa Chen
Toronto,ON
Summary
Highly efficient team leader well established in fast-paced and diverse environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Overview
8
8
years of professional experience
Work History
Corporate Strategy Associate
Rothesay Life
03.2020 - 12.2021
- Prepared all materials for CEO’s regular meetings with the Board, for company-wide Town Hall meetings and for external dialogues with investors, rating agencies and regulators
- Took charge of the sourcing, analysis, and interpretation of market developments and peer benchmarking data and supported the delivery of key findings to senior management and the Board for decision-making
Investment Credit Risk Analyst
Rothesay Life
09.2017 - 03.2020
- Managed credit analysis of US public finance issuers, presenting 30+ recommendations (£2+ billion market value) at investment approval and risk oversight committees
- Led real-time monitoring and communications of credit developments in US public finance and UK infrastructure sectors to inform investment and divestment decisions
- Optimized firm-wide, weekly investment exposure analysis and on-boarded new employees to compile and circulate reports across the firm
Venture Capital Intern
Beyond Next Ventures
07.2016 - 08.2016
- Built a database of 60+ leading life science start-ups in genome editing; took initiative to develop a four-quadrant framework to distinguish the start-ups based on business models and focus areas
- Identified investment trends in genome editing, computer-aided drug discovery and cancer screening and communicated findings to management team weekly
Summer Intern
J.P. Morgan Securities
05.2014 - 08.2014
- Researched drug pipelines, analyst reports and healthcare company filings to present and pitch investment opportunities to analysts and direct managers
- Evaluated existing process for client lead generation and developed a new method that accurately narrowed the scope of the process and immediately increased lead identification accuracy
Education
Honours Bachelor of Science (HBSc) - Computational Biology And Bioinformatics
University of Toronto
Toronto, Canada04.2027
Bachelor of Science in Business Administration - Entrepreneurship & Financial Analytics Focus
Babson College
Boston, USA05.2016
Skills
- Project Management
- Complex Problem-Solving
- Attention to Detail
- Computer Skills: Python, Microsoft Office
Languages
English
Full Professional
Mandarin
Native or Bilingual
Shanghainese
Native or Bilingual
Voluntarywork
- Organic farming volunteer, Sweden, 2015
- Social service volunteer, USA, 2013-2014
- Social service volunteer, Argentina, 2012
- Social service volunteer, Canada, 2009-2012
- Social service volunteer, Kenya, 2010
Timeline
Corporate Strategy Associate
Rothesay Life
03.2020 - 12.2021
Investment Credit Risk Analyst
Rothesay Life
09.2017 - 03.2020
Venture Capital Intern
Beyond Next Ventures
07.2016 - 08.2016
Summer Intern
J.P. Morgan Securities
05.2014 - 08.2014
Honours Bachelor of Science (HBSc) - Computational Biology And Bioinformatics
University of Toronto
Bachelor of Science in Business Administration - Entrepreneurship & Financial Analytics Focus
Babson College
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