Jin (Jennie) Li

• Conducted 10 interviews across 4 industries to explore B2B travel tool adoption behavior. • Analyzed data from 20+ companies to identify key barriers like cost and complexity. • Delivered a 30-page strategy report targeting mid-sized firms (700–1000 employees). • Refined GTM positioning with strategic input from Misty Duran (Senior Director) and Betty Wong (Director). • Proposed marketing tactics, including A/B-tested LinkedIn dynamic ads and free trial offers. • Projected $2.5M+ pipeline impact with 60k+ impressions and 200+ guide downloads.

• Conducted comprehensive market research on 84 e-certification companies across the US, EU, and Asia using Python for web scraping, data cleaning, and analysis, identifying high-potential client segments and market gaps • Extracted and analyzed competitor performance data for 15 key companies using SQL and tools like SimilarWeb and PitchBook, generating actionable insights on platform adoption, pricing strategies, and user engagement trends • Applied machine learning and statistical models to evaluate cross-regional compliance standards (GDPR, ISO, ANSI), identifying patterns and gaps to inform product roadmap and certification feature prioritization • Developed Tableau dashboards and automated reporting pipelines to monitor market trends and competitor activity in real time, supporting strategic decision-making and business development • Assessed internal team performance using SDLC metrics and recommended 6 technical hires, improving product delivery efficiency and platform scalability

• Conducted due diligence on public companies, analyzing technology innovation, financials, and proprietary business models to support stock recommendations; Assessed market size, CAGR, adoption trends, competitive landscape, and regulatory incentives to derive target prices, identifying a 10% upside and supporting a Buy rating • Conducted comprehensive financial modeling and analysis for potential and existing portfolio companies; Performed detailed market and industry research, financial statement analysis, company valuation (such as DCF, Comparable Company Analysis, and Precedent Transaction Analysis), financial projections, and investment return analysis • Identified emerging market risks and opportunities, analyzing factors such as interest rates, inflation, commodity prices, geopolitical events, currency fluctuations, regulatory changes, and labor market dynamics; Evaluated macroeconomic indicators like GDP growth, unemployment rates, and monetary policies to assess their impact on investment strategies • Utilized Bloomberg to research and analyze multiple sectors, including market trends, competitive landscapes, and key industry drivers; Conducted in-depth fundamental research on leading companies using valuation and financial ratios such as debt-to-equity, interest coverage, P/E, and P/S ratios to assess financial health and investment potential • Authored detailed research reports and financial briefing memos and conducted stock pitches for the management team to highlight investment opportunities; Attended company roadshows to gather firsthand insights and inform investment decisions

• Conducted comprehensive industry research across FMCG, consumer electronics, and retail sectors, identifying market trends, competitive dynamics, and growth opportunities for client strategy development • Performed detailed company analysis on key competitors, evaluating financials, product offerings, and market positioning, providing actionable recommendations for client decision-making • Analyzed survey and secondary data (2,000+ responses) using Excel and Python, visualized insights via dashboards, charts, and heatmaps, and presented findings in professional PPT reports • Delivered market trend analyses, including consumer behavior shifts, emerging technologies, and regional growth patterns, informing product launch strategies and business expansion plans • Designed and implemented surveys (30+ questions) to capture customer perceptions, brand awareness, and satisfaction metrics, translating data into strategic recommendations that improved client retention and engagement

•Composed 16 pages of slides on establishment of investment funds and fund bond financing. •Collated 12 pages of background information on an Internet culture industry park. •Researched A-share cross-border e-commerce companies and designed an EXCEL of 5 financial indicators. •Prepared a 6-page mining company profile and prepared a financial report based on a 3-year prospectus.