Grace Xia
Location
Philadelphia, PA
San Mateo, CA
Education
U
University of Pennsylvania
August 2022 - May 2026
expected degree
Bachelor's
major
Finance
Work Experience
W
Wharton Impact Venture Associates
Investment Associate
Philadelphia, PA, US
September 2023 - present
company
Wharton Impact Venture Associates
title
Investment Associate
overview
- Source and conduct due diligence on early-stage impact-focused companies based on rigorous ESG investment criteria
- Conduct financial analysis and pitch investments weekly; currently connecting three companies to crowdfunders and investors
1
180 Degrees Consulting
Project Leader Consultant
Philadelphia, PA, US
October 2022 - present
W
Wharton Undergraduates in Public Policy
Finance Co VP Finance Committee Member
Philadelphia, PA, US
October 2022 - present
B
Bastille Ventures
Investment Analyst Intern
San Francisco, CA, US
June 2023 - August 2023
B
Better Business Bureau
Dispute Resolution Analyst
New York, NY, US
June 2023 - August 2023
See 5 More
Skills
Languages
ChineseEnglish
Skills
Ability to Speak in PublicAccountingActivismAdobeApplication Programming Interfaces (APIs)Artificial IntelligenceAsset ClassesBrand ManagementBusiness EconomicsCommunication SkillsCommunity HealthComputing PlatformsConflict ResolutionConsultingCoordination SkillsCredit DerivativesCustomer Value PropositionDirect InvestmentsDue DiligenceEconomic GrowthEconomyESG CriteriaEthicsFinancial AnalysisFinancial ModelingFundraisingHairstyling and Hair CareImagingJava (Programming Language)JournalismKnowledge of FinanceKnowledge of Financial ForecastingKnowledge of StatisticsLeadershipLoansMarketingMarket ResearchMarket TrendsMATLABMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMoney InvestmentsNumerical AnalysisProduct PlanningProject SponsorshipsPublic PoliciesPython (Programming Language)Research SkillsRisk ManagementSimulationsSocial JusticeStrategic ThinkingStrategies of MarketingStrategies of PricingTask ManagementWordPress