- Piano, NYT Sodoku, WNBA, Running
MEGAN KIM
Summit,NJ
Summary
Economics student with a background in public service, finance, and venture research, bringing experience analyzing complex problems and translating data into actionable insights. Experienced in policy research, investment analysis, and cross-functional collaboration to support strategic initiatives and organizational goals. Passionate about helping public sector organizations improve performance through data-driven solutions and innovative approaches.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
New York Life Insurance Co
06.2026 - Current
- Conducted investment research and due diligence across direct indexing, SMAs, alternative investments, and Sharia-compliant strategies, supporting product evaluation and advisor education.
- Analyzed advisor AUM, cohort growth, and geographic performance across 2,000+ advisors to identify business trends, growth opportunities, and inform strategic initiatives.
- Evaluated retirement platform workflows, features, and advisor experience while developing executive presentations, investment one-pagers, committee materials, and advisor-facing educational resources.
- Supported cross-functional initiatives spanning wealth management, retirement solutions, business intelligence, and product strategy to improve operational efficiency and business outcomes.
Investment Analyst, Girls Into VC
Swarthmore College
09.2025 - Current
- Evaluated emerging healthcare AI markets and startup opportunities through venture-style due diligence, including TAM analysis, competitive mapping, and investment thesis development.
- Developed and presented an investment pitch on Overjet AI to VC mentors, analyzing business model, scalability, defensibility, valuation, and growth potential.
- Collaborated on a team investment recommendation aligned with Andreessen Horowitz’s Bio + Health thesis, incorporating primary research and founder insights.
Board Member, Rutgers Hope4Spandana Foundation
Rutgers University
09.2024 - 05.2025
- Supported a student-led nonprofit serving individuals with developmental disabilities, contributing to fundraising initiatives that raised $4,700.
- Managed event logistics, outreach efforts, and collaboration with student leaders and community partners to support organizational goals.
District Office Intern, Assemblywoman Nancy Muñoz
New Jersey General Assembly
06.2023 - 08.2023
- Conducted policy research and supported legislative initiatives by analyzing information and preparing materials for office priorities.
- Assisted with constituent services and office operations through data management, communication support, and administrative coordination.
Education
B.A. - Economics, Applied Mathematics
Swarthmore College
Swarthmore, PA05.2028
High School Diploma -
Governor Livingston High-School
Berkeley Heights, NJ05.2024
Skills
- Technical Skills: Python (Pandas, NumPy, Matplotlib, Seaborn, Plotly), Stata, Excel, PowerPoint, Jupyter Notebook, VS Code; Regression Analysis, Econometrics, Data Visualization, Financial Analysis, Investment Research, Market Research
Interests
Timeline
Wealth Management Intern
New York Life Insurance Co
06.2026 - Current
Investment Analyst, Girls Into VC
Swarthmore College
09.2025 - Current
Board Member, Rutgers Hope4Spandana Foundation
Rutgers University
09.2024 - 05.2025
District Office Intern, Assemblywoman Nancy Muñoz
New Jersey General Assembly
06.2023 - 08.2023
B.A. - Economics, Applied Mathematics
Swarthmore College
High School Diploma -
Governor Livingston High-School