Jade Mathis Email & Phone Number

United States

• Conducted market research of majority-minority municipalities and minority-owned businesses seeking investments
• Connected with fellow Community Development Financial Institutions (CDFIs) – organizations that provide access to capital and services for under-resourced communities – for collaboration opportunities

• Attend weekly discussions and exercises on essential topics including financial statement analysis, capital structure, and valuations; receive 1:1 coaching on relationship management.
• Participate in virtual institute with curriculum developed by The Wharton School and Management Leadership for Tomorrow.
• $90 million initiative by alternative investment firms Apollo, Ares, and Oaktree, offering HBCU students exposure, mentorship, and hands-on experience to launch careers in alternative investments.

• Selected as one of the scholars in a semester-long, immersive introduction to Investment Management, Management Consulting, Sales, Marketing, Technology, and financial concepts and their real-world applications.

• Participated in workforce planning and analytics to optimize staffing levels and enhance team performance.
• Engaged in HR data analysis to identify trends and recommend data-driven improvements to HR processes.
• Assisted in the recruitment process by screening resumes, conducting initial interviews, and evaluating candidate qualifications.
• Supported employee onboarding and orientation, ensuring seamless integration into the organization.
• Collaborated with HR team on various projects, including HR policy development and diversity and inclusion initiatives.

• Attended rigorous 2.5 hour, 9 week program
• Exposed to various finance technical topics and industry-related soft skills
• Met and learned from leaders in the Financial Services industry