Mary Chen Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

· Deliver key lectures on professional communication techniques and provide weekly feedback to two sections of 16 students· Design training programs for campus tour groups and host one-on-one development sessions for over 40 student guides

Philadelphia, Pennsylvania, United States

· Sourcing and conducting due diligence on prospective impact investments, with a particular emphasis on startups that prioritize ESG criteria.· Create and deliver weekly investment presentations and pitches to the investment team, incorporating detailed financial analyses.

San Diego, California, United States

• Conducted in-depth fundamental and credit research on 10+ companies, largely in the software sector.• Developed comprehensive understanding of convertible bond arbitrage and option theory and pitched 8 trade ideas to investment team.• Investigated into and presented on the end-to-end investment procedures within hedge funds.• Produced firm-wide daily market news updates; closely monitored key movers in portfolio and identifying potential drivers of volatility.

Singapore, Singapore

· Conducted KYC analysis and market research to support relation managers in portfolio management for 3 accounts· Led the end-to-end due diligence processes on 20+ ultra-premium clients through conducting screenings on DOW JONES and FACTIVA platforms and drafting thorough Source of Wealth (SOW) reports· Led the operations for 5 major non-financial, value-adding programs such as CMB Future Banker education week· Acquired comprehensive knowledge of Singapore’s Global Investors Programme, 13O/13U fund tax incentives, Family Office structures, and trust funds to effectively prepare for client roadshow presentations

Consultant for Asian Financial Services Startup Philadelphia, PA· Conducted market research on the Asian credit card industry to understand competitive landscape and consumer habits· Formulated a 3-way strategy to propel adoption of their virtual credit card via a smoother onboarding process, moreengaging in-app experience and integration with other financial servicesConsultant for Year of Hard Seltzers· Performed SWOT analysis on their social media marketing and evaluated performance relative to competing brands· Created a new strategy centred around their unique connection with music record labels to drive future engagement

Consultant for Penn’s Solar Panel Project· Connected with energy providers and contractors to estimate the economic value of a new solar grid for the university· Utilized regression modeling on data from comparable projects to predict potential costs and optimize budget planningConsultant for Philadelphia Energy Authority· Identified underlying barriers and opportunities to push Battery Energy Storage Systems (BESS) adoption in the city· Evaluated performance of different BESS technologies and made recommendations on which systems to pursue in future· Formulated a strategy to drive uptake by leveraging the economic value of BESS in commercial and residential settings

· Worked closely with International Student & Scholar Services to create programming for New Student Orientation· Led a group of 12 students through a week-long integration program, including discussions around DEI and assimilation· Organized 8+ international student social and mentorship events such as traditional food festivals and ’family’ cohorts

United States

· Communicated with suppliers and distributors to launch 4 new granola bar product lines on UberEats and Amazon· Conducted extensive market research into the US vegan food market to understand customer needs and drive brand value· Created innovative marketing campaigns to boost Instagram engagement by 250% and grow following by 500%· Designed new internal processes to enable more transparent and efficient reporting across all company departments

Bachelor Of Science - Bs, Economics

Activities and Societies: Wharton Undergraduate Consulting Club; Wharton Undergraduate Energy Group; Wharton Asia Exchange; The Assembly.

International Baccalaureate, 43/45; Sat Score: 1540

Education record