Lisa Chen
Toronto,ON
Overview
8
8
years of professional experience
1
1
Certification
Work History
Corporate Strategy Associate
Rothesay Life
03.2020 - 12.2021
- Prepared 20+ decks for CEO's regular meetings with the Board, for company-wide Town Hall meetings and for external dialogues with investors, credit rating agencies and regulators
- Executed 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
FIXED INCOME CREDIT RISK ANALYST
Rothesay Life
09.2017 - 03.2020
- Responsible for 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
RESEARCH ANALYST 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
Bachelor of Science - Computer Science And Genetics
University of Toronto
Toronto, ON05.2026
Bachelor of Science - Financial Analytics
Babson College
Boston, USA05.2016
Skills
- Senior stakeholder communications
- Attention to detail
- Complex problem-solving
- Prepare pitch deck in PowerPoint
- Work through large data sets in Excel
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
Moody’s Advanced Corporate Credit Analysis
Timeline
Corporate Strategy Associate
Rothesay Life
03.2020 - 12.2021
FIXED INCOME CREDIT RISK ANALYST
Rothesay Life
09.2017 - 03.2020
VENTURE CAPITAL INTERN
Beyond Next Ventures
07.2016 - 08.2016
RESEARCH ANALYST INTERN
J.P. Morgan Securities
05.2014 - 08.2014
Bachelor of Science - Computer Science And Genetics
University of Toronto
Bachelor of Science - Financial Analytics
Babson College
Moody’s Advanced Corporate Credit Analysis
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