Caroline Cutler Osei
244 Biscayne Blvd, Apt 1503, Miami,FL
Overview
9
9
years of professional experience
Work History
Vice President, Equity Capital Markets
J.P. Morgan
09.2023 - 04.2025
- Led origination and execution of equity capital markets transactions with a focus on the Tech and FinTech sectors
- Advised corporate clients, sponsors, and executive teams on IPOs, follow-ons, and equity-linked offerings
- Directed deal strategy, investor marketing, and transaction structuring in collaboration
- Served as Resource Manager for the broader ECM team, overseeing development and performance management of 55 Analysts and Associates
- Developed investor targeting strategies and guided clients in crafting compelling equity stories for the public markets
Vice President, Equity Capital Markets
Bank of America
02.2022 - 09.2023
- Managed the Tech ECM team in New York, leading high-profile IPOs and follow-on offerings
- Advised Founders, CEOs, CFOs, and sponsors on monetization strategy and deal structuring
- Built equity narratives and identified priority institutional investors
- Managed cross-functional execution, including legal, syndicate, and trading teams
- Provided aftermarket support including trading insights, earnings feedback, and investor sentiment
Associate, Equity Capital Markets
Bank of America
07.2018 - 02.2022
- Promoted early for strong performance and senior sponsorship
- Supported origination and execution of equity deals in Consumer, Retail, and Tech sectors
Analyst, Equity Capital Markets
Bank of America
07.2016 - 07.2018
- Developed pitchbooks and RFP responses for Healthcare and Consumer & Retail ECM clients
- Analyzed data in corporate filings, individual stocks, the macro economy, and new issue market
Education
Bachelor of Arts - Economics And Political Science
Bucknell University
Lewisburg, PA05.2016
Interests
- Squash, Ashtanga yoga, contemporary art, traveling, creative writing
Timeline
Vice President, Equity Capital Markets
J.P. Morgan
09.2023 - 04.2025
Vice President, Equity Capital Markets
Bank of America
02.2022 - 09.2023
Associate, Equity Capital Markets
Bank of America
07.2018 - 02.2022
Analyst, Equity Capital Markets
Bank of America
07.2016 - 07.2018
Bachelor of Arts - Economics And Political Science
Bucknell University
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