Jonathan Shan Email & Phone Number

Austin, TX, US

Burlingame, California, US

Burlingame, California, US

Burlingame, California, US

Palo Alto, California, US

MIT Alumni Angel Investors Group of Northern California seeks to leverage the power of the MIT alumni network in Silicon Valley to perform deep technical diligence on emerging technology investment opportunities. The group has been in operation since in January 2014 and has provided millions of dollars to startups. We focus on deep technology startups –.

Austin, Texas, US

Austin, Texas, US

• Implemented solutions spanning people, process, and technology for the venture-backed startup
• Modeled transaction economics and forecasted volume impact and breakeven points to build roadmap to profitability
• Defined operational and product requirements to achieve customer service level goals while meeting budgeted cost levels; prioritize product enhancement needs and advocate for resourcing to accomplish
• Analyzed operational data to define market segments, measure health of marketplace supply and demand, and calculate price elasticity
• Evaluated marketplace technologies and maintained pipeline of A/B tests to better inform decision-making process and validate ideas
• Developed operational health metrics and data collection methodology to execute daily, weekly and monthly reporting needs; define data repository requirements; provide organizational reporting and business updates to.

Boston, MA, US

• Identified and prioritized large-impact, cross line of business, strategic issues and provide well-supported recommendations for resolution to senior management
• Promoted collaboration among stakeholders by building consensus for project plans, aligning processes, and facilitating knowledge sharing during weekly meetings with the executive leadership team
• Select projects include:- Led the deployment of a new operating model for claims handling impacting an organization of more than 2,500 employees; driving greater customer satisfaction, increased employee engagement.

Boston, MA, US

• Launched and product managed five concurrent digital initiatives – taking respective concepts from idea to execution
• Created project plans, developed product roadmaps, and defined requirements and success criteria to ensure efficient and rapid deployment of key customer experience enhancements
• Partnered with consumer research to evaluate business opportunities
• Conducted usability testing and focus groups to identify wants and needs of customers
• Selected projects include: auto repair shop search and user reviews (Google Maps and Yelp integration(s)), personalized Claims videos, and TrueCar integration

Boston, MA, US

• Launched pilots for innovation projects – developed ideas from concept to implementation
• Created business cases and submitted patents for new business ideas that improved customer experience and addressed customer needs
• Assessed strategic growth alternatives (organic/outsourcing/acquisition) for nationwide expansion of multiple innovation projects and presented recommendations to senior management

• Represented the firm and met with potential financial and strategic investors interested in acquiring the company
• Negotiated offer price of CNY500 million for the business, exceeding expectations by CNY150 million
• Fostered relationships with key customers, stakeholders, and government officials
• Analyzed costs and benefits of an initial public offering and presented the data to senior management
• Implemented margin expansion plan that resulted in net income growth of 14.5% per annum, from CNY50 million in 2009 to CNY75 million in 2012 on revenue of CNY280 and CNY338 million, respectively

New York, New York, US

• Formulated proposal to revamp training program for first year investment banking analysts which was implemented for the following class of analysts
• Mentored 22 high-achieving, underrepresented college students interning at leading global financial institutions
• Worked with CEO to develop SEO Alternative Investments Fellowship with Kohlberg, Kravis & Roberts (KKR), formally launched in 2009

US

• Technology Media & Telecom / Consumer – Retail 2007
• Directed sector meetings with junior analysts to identify, develop, and strengthen investment ideas
• Supported senior portfolio managers on trading securities and implementing hedging positions
• Performed channel checks and met with industry insiders to gather information to assess current and future positions

• Created valuation and earnings models for portfolio-related companies by analyzing SEC filings, earningsannouncements, growth and margin assumptions, and company guidance
• Prepared company write-ups for potential investments and prior to quarterly earnings announcements
• Determined addressable market and revenue opportunity of products in semiconductor and utilities sectors

New York, NY, US

• Constructed comprehensive valuation and operating models to analyze the rationale/consequences of mergers and acquisitions, debt financings, and equity and equity-linked transactions including leveraged buyout.
• Trained and mentored summer and first year analysts and worked with corporate recruiting interviewing candidates
• Projects included:- Freescale Semiconductor: $5.20 billion spin-off of semiconductor products business from Motorola parent, $1.69 billion initial public offering and $1.25 billion concurrent high yield senior.

US

• Produced research reports encompassing quantitative and qualitative analysis of takeover targets and investment opportunities
• Built and updated margin and comparison models
• Met with portfolio managers to gauge feasibility of investments
• Attended roadshows and sell-side conferences
• Interacted extensively with senior management and sell-side research analysts to assess prospective investments
• Provided analysis in morning meetings that determined daily trading strategies.

Englewood Cliffs, NJ, US

• Worked on the production efforts of the television show, "Kudlow & Cramer"
• Served as liaison between guests and the show
• Compiled and produced research packets on selected topics
• Prepared chyron used during the show.
• Wrote scripts on business issues and helped plan future show topics and guests

New York, NY, US

New Orleans, Louisiana, US

• Consulted with senior bankers in managing clients’ strategic alternatives and preparing presentations
• Screened potential buyers and identified possible acquisition candidates
• Presented financial analysis and research on potential acquirers, sellers, and peer groups for clients
• Computed valuation using financial models, spreadsheets, and other report exhibits

New York, NY, US

• Executed settlements and trades in the Proprietary Positioning Business in excess of $5 billion daily
• Confirmed repurchase agreements and trades of mortgage-backed securities for the Relative Value trading desk
• Created balanced scorecard using Six Sigma to measure performance of four divisions using thirty-nine metrics
• Managed and obtained data for database of 400 investment agreements to facilitate control

Overland Park, KS, US

• Streamlined workstation build process and reduced build time by twenty percent
• Conducted cost-benefit analysis of build processes and evaluations of vendors
• Installed hardware and software for personal computers and workstations

Master Of Science, Management Studies

Cross-Registered Student

Startup School

Bachelor Of Science, Management; Finance And Information Systems

Master Of Business Administration, General Management

Certificate, Mandarin Chinese