Jennifer Kopp

Business Operations Lead

2024

Investment Associate

2021 - 2023

-Part of a 10 person investment team at a venture capital and growth equity fund of funds investing across technology, healthcare, and blockchain -Worked closely with the founder of the Firm to launch a new product, the Empowerment Fund, to invest in underrepresented managers. Raised two successive funds, totaling >$500m -Supported Firm’s fundraising and investor relations efforts by marketing Accolade funds and managing LP relationships -Led qualitative and quantitative due diligence on tech-focused VC and growth equity Funds -Led recruitment, onboarding, and management of a team of analysts and interns

Investment Analyst

2019 - 2021

Commercial Banking Associate

2018 - 2019

- Rotational program in commercial banking; worked with Restaurant & Beverage, Leveraged Finance, and Corporate Banking groups - Underwrote new deals through analysis of financial statements, cash flow projections, debt service coverage, and industry research to determine the creditworthiness of potential borrowers - Monitored leveraged deals through evaluation of financial performance, liquidity position, and solvency - Performed enterprise valuation analysis on borrowers based on discounted cash flow analysis, comparable companies, and precedent transactions

Summer Analyst

2017 - 2017

- Interned on the investment team of a multi-family office investing across public equities, fixed income, real estate, and alternative investments - Conducted due diligence on potential investment opportunities by developing financial models, analyzing macroeconomic conditions, and evaluating fund managers - Participated in portfolio review meetings with clients and prepared presentation materials to support investment decisions and update clients on the performance of their portfolios

Financial Representative

2016 - 2016

- Sold 5 life insurance policies through cold calling and building a client network -Analyzed client needs to create a holistic financial plan including budgetary, insurance, and investment solutions to meet their financial goals - Educated clients about insurance and investment strategies