Rebecca Carter Email and Phone Number
Becca is a Vice President on the Corporate Development team at JPMorgan Chase, where she is responsible for driving strategic investments, commercial partnerships, and M&A transactions. Becca was named to the 2025 Forbes 30 Under 30 List in the Finance category. Before JPMorgan Chase, Becca was a Strategy Manager at Carta, a FinTech unicorn, where she focused on GTM strategy, Product-led Growth, Business Development, and driving strategic initiatives for business leaders. Becca started her career at Morgan Stanley. She began her time there working in Equity Sales and Trading, advising hedge funds and connecting them to institutional investors. She later moved to Fixed Income Sales and Trading, and then Equity Research. Becca had the opportunity to shift to being an operator at Oscar Health, a publicly traded healthtech company, where she led Growth Strategy for the Individual and Family Business line.She completed her undergraduate studies at Bucknell University, where she was a triple major (Economics, International Relations, and French). She graduated Phi Beta Kappa, while also competing as a Division 1 Athlete (Volleyball). Becca received her MPM (Masters in Public Management and Policy) from Johns Hopkins University.Becca is a Suicide and Crisis Counselor for the Crisis Text Line and the 988 Lifeline.
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Vice President Corporate DevelopmentJpmorganchase Feb 2024 - PresentNew York, Ny, Us2025 Forbes 30 Under 30 - Finance
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Strategy ManagerCarta Jun 2022 - Feb 2024San Francisco, California, Us- Partner with the Marketing, Business Development, and Policy leadership team make decisions by bringing data, facts and business expertise to bear on complex problems- Oversee strategic initiatives from ideation to completion, identifying potential roadblocks and areas for acceleration, testing and iterating, and using data to drive the best business outcomes- Lead evaluation of new market opportunities, examine the changing competitive landscape, and put Carta in the best position our existing products- Dig into the toughest problems the organization faces, and help make sense of key drivers and potential solutions- Drive growth of the organization by building out processes for testing, iterating on them, and expanding growth initiatives. - Lead testing and manage relationships with internal and external partners to keep a pulse on new products and services and what is resonating in the market- Work cross functionally with sales, product, operations, and finance to lead and implement growth initiatives across the organization -
Venture FellowLaconia Capital Management Lp Mar 2023 - May 2023 -
Venture FellowBlck Vc Jan 2023 - May 2023Palo Alto, Ca, Us -
Senior Manager, StrategyOscar Health Jul 2021 - Jun 2022New York, New York, Us- Lead the creation of models and tools that produce actionable business insights, drive strategic decision making, understand profitability tradeoffs, and market drivers- Manage cross-functional team and own responsibility for a multi-million dollar annual distribution budget- Build and deploy Go-To-Market (GTM) strategies for member acquisition and retention while maintaining key relationships with major distribution partners - Direct all national expansion strategy with data-driven decision making- Lead end-to-end scoping and deployment of new strategic initiatives including technology investments, defining financial and performance KPIs, operational alignment, and senior leadership support and approvals -
Senior Associate, Equity ResearchMorgan Stanley Aug 2020 - Jul 2021New York, Ny, Us- Generate single stock ideas and thematic content- Write research reports discussing companies across all major industries, with particular focus on ESG topics such as: pollution, natural resource preservation, human rights, child and forced labor, health and safety, diversity, and macro themes- Conduct screens on publicly traded companies - Construct and maintain, accurate, detailed company financial earnings models- Perform corporate valuation, pro forma financial analysis, M&A transaction analysis, IPO pricing and combination modeling -
Associate, Fixed Income Sales And TradingMorgan Stanley Jul 2019 - Aug 2020New York, Ny, UsSecuritized Products Group | ISG Rotational Associate Program
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Non-Core Campus Recruiting TeamMorgan Stanley Aug 2017 - Jul 2019New York, Ny, Us
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Analyst, Institutional Equity SalesMorgan Stanley Jul 2017 - Jul 2019New York, Ny, Us- Pitched Morgan Stanley’s product offering, research and trading platforms- Organized new client pitches, leading and owning new client relationships and working to maximize market share - Worked with dedicated subject matter experts to build and optimize hedge funds- Analyzing client portfolios to ascertain potential revenue, trading and financing opportunities- Developed experience advising on algorithms, integration of machine learning and artificial intelligence, capital raising, technology, portfolio structure and strategic business planning - Performed statistical analysis and modelling of hedge fund performance and flows
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Intern In The Office Of The PresidentBucknell University Aug 2016 - May 2017Lewisburg, Pa, Us- Creates new and unique ways to utilize the program to cater to developing programs and initiatives on campus, including the Plan for Bucknell, Campus Climate, and Communications initiatives- Called upon to research specific topics or questions related to the president's current work or parts of The Plan for Bucknell. Projects have included research and reports relating to property taxes assessed to a downtown bookstore, the student population and its demographics, the Board of Trustees, intellectual property and improving the president's website. -
Institutional Equity Sales And Trading Summer AnalystMorgan Stanley May 2016 - Aug 2016New York, Ny, Us
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Technology ConsultantBucknell University Oct 2014 - Jan 2016Lewisburg, Pa, Us- Provided over the counter technology support for Windows and Apple computers and tablets as well as cameras and other devices. - Performed basic imaging procedures and software programming in addition to tracking customer reservations and data basing technology rentals.- Provided excellent customer service, while gaining experience in sales and analytic problem solving.
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Vice President Of Public RelationsAlpha Xi Delta Nov 2014 - Dec 2015Indianapolis, Indiana, Us- Demonstrated leadership qualities in order to effectively implement external relations strategies and manage the council and officers who reported to me. - Directed a strong public relations program, which included the maintenance of a website and several social media accounts including Facebook, Twitter and Instagram. - Coordinated public relations efforts and created awareness about Alpha Xi Delta through the advertising of philanthropy events and creation of events and special offers with community partners and sponsors. - Utilized strategic planning techniques with my council in order to create innovative solutions to improve chapter image and market the chapter to the campus community. I also successfully managed a budget of over $4000. -
Summer AnalystDow Jones May 2015 - Sep 2015New York, Ny, Us- Aided in the creation of strategies to maintain the Wall Street Journal's current subscribers while also expanding our customer base both globally and domestically. - Owned and coordinated the knowledge transition of over 150 tasks between 40+ employees between two major Dow Jones offices through the use of excel and working directly with the Customer Group Executives.- Managed technology system access and its transfer between old and new teams, documenting business processes, writing project status reports and efficiently managed a detailed transformation plan- Chaired recurring meetings with key stakeholders and documented the outcomes, co-ordinated weekly meetings of workstream leads, updated the transition plan, managed and escalated risks and issues and monitored dependencies. -
Discover Leadership Program ParticipantKpmg Aug 2015 - Aug 2015Toronto, On, CaOne of 21 students from American universities selected by KPMG to participate in a conference and case competition with the KPMG Advisory practice. I gained exposure to firm leadership, access to developmental resources, and the opportunity to network with KPMG professionals in many advisory disciplines. -
Public Relations And Media Analytics InternEnvironment America May 2014 - Aug 2014Denver, Colorado, Us- Prepared and delivered a testimony to Environmental Protection Agency executive staff members alongside Senators, Governors, Congressmen, PhD's, and constituents. - Wrote letters to the editor, developed press releases and briefs and attended senate hearings, press conferences and lobby meetings. - Petitioned constituents and tracked legislation and votes at the federal and state levels. - Used a cloud-based email outreach software system to send regular emails to 100 000+ online activists and aided in the generation of thousands of dollars in fundraising. - Collaborated directly with regional directors, issue advocates and design staff to craft alerts, newsletters and email series and to set up the online system to send out these alerts.- Developed posts for social media websites such as Facebook and Twitter. -
CashierReal Canadian Superstore 2011 - Mar 2012This position involved knowledge of cash registers and strong mathematic skills. Additionally, I provided prompt and effiecient customer service and practiced salesmanship while handling money and closing the store in the evenings. This position required effective communication skills, reporting to a superior, handling difficult situations with customers and organizational skills.
Rebecca Carter Education Details
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The Johns Hopkins UniversityPublic Policy And Management -
Bucknell UniversityInternational Relations And French Triple Major
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Harvard Business School OnlineBusiness Analytics
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Université De ToursFrench Language And Literature
Frequently Asked Questions about Rebecca Carter
What company does Rebecca Carter work for?
Rebecca Carter works for Jpmorganchase
What is Rebecca Carter's role at the current company?
Rebecca Carter's current role is Vice President at JPMorgan Chase | Forbes 30 Under 30.
What schools did Rebecca Carter attend?
Rebecca Carter attended The Johns Hopkins University, Bucknell University, Harvard Business School Online, Université De Tours.
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