Caroline Jackson
Summary
Results-oriented professional leading business development initiatives. Expertise in market analysis, planning and fostering industry networking to identify growth opportunities and enhance client relationships.
Business development professional with comprehensive experience in driving growth and creating valuable partnerships. Proven ability to identify market opportunities and implement effective strategies for business expansion. Highly focused on team collaboration and achieving measurable results, adaptable to changing market conditions, and known for strategic thinking and leadership.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President of Business Development
Jackson Restoration
08.2023 - Current
- Leading sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Developing and implementing business development strategies aligned with objectives.
- Analyzing market trends to identify new opportunities for expansion and investment.
- Determining funding requirements needed for future scaling, planning for securing additional funding and exploring potential equity investments.
- Organizing meetings with new partners or potential investors to discuss collaboration opportunities.
Compliance, Associate Director
Harvard Management Company
07.2021 - 07.2023
- Oversaw the firm’s restricted list and trading, ensuring compliance with contractual and regulatory restrictions.
- Oversaw employee personal trading to maintain adherence to compliance standards.
- Delivered comprehensive code of conduct training to new employees as part of the onboarding process.
- Completed all regulatory filings for BEA, SEC, and Treasury, ensuring accuracy and timeliness in submissions.
- Conducted thorough annual compliance assessments, providing detailed findings and solutions to the board.
Estates and Special Investments, Associate
Harvard Management Company
10.2018 - 07.2021
- Processed the intake of testamentary gifts and special investments within expected deadlines.
- Reviewed probate inventories and fiduciary accountings from estates and trusts that Harvard is a beneficiary of.
- Coordinated audit requests relating to special investments and compiled audit results for review by attorneys.
- Coordinated due diligence process for prospective special investments and other projects.
- Assisted with the closing of sale transactions relating to special investments.
Research and Operations Analyst
Choate Investment Advisors
06.2018 - 10.2018
- Assisted with the creation of client communications, including drafting correspondence, and pulling data for exhibits, and analyzing performance and asset allocation.
- Assisted the portfolio analyst with trading in client accounts, including meeting cash needs and rebalancing to target allocations.
- Completed accounting for the company’s private equity fund of funds by preparing timely and accurate NAVs.
Education
Venture Capital And Private Equity Program -
Columbia Business School - Executive Education
New York, NY12-2024
BBA - Finance
University of San Diego
San Diego, CA05.2015
Skills
- Relationship building and management
- Business development and planning
- Cross-functional collaboration
- Revenue and profit maximization
- Partnership development
- Process improvement
Certification
- Certified Regulatory and Compliance Professional, FINRA - November 2022
- Bloomberg Market Concepts Certification - 2015
Timeline
Vice President of Business Development
Jackson Restoration
08.2023 - Current
Compliance, Associate Director
Harvard Management Company
07.2021 - 07.2023
Estates and Special Investments, Associate
Harvard Management Company
10.2018 - 07.2021
Research and Operations Analyst
Choate Investment Advisors
06.2018 - 10.2018
Venture Capital And Private Equity Program -
Columbia Business School - Executive Education
BBA - Finance
University of San Diego