Alex Chen

Principal

2022 - 2023

Vice President - Venture Investing | Citi Ventures & Citi Impact Fund

2020 - 2022

Investment Partner

2018 - 2020

Investing in student-run startups for a student-run venture capital firm backed by First Round Capital – sourcing potential investments, generating investment decisions, and mentoring prospective and portfolio companies

Business Development Associate

2019 - 2019

Performing customer discover to identify viability of an Alzheimer’s-focused go-to-market strategy for a pre-seed MedTech startup. Exploring new go-to-market strategy for sales and partnerships with pharmaceutical companies; identified active clinical trials targeting Multiple Sclerosis and Alzheimer’s treatments, quantifying cost-benefit analysis for technology over existing solutions in clinical trial operations.

MBA Associate

2019 - 2019

Sourced and performed due diligence on potential seed and pre-seed investment opportunities in the Direct-to-Consumer Packaged Goods, MedTech, enterprise SaaS, Industrial IoT, and HR Tech sectors. Performed exploratory research to identify nascent sectors within micromobility. Developed thesis and framework to evaluate investment opportunities in digital identity and privacy to guide diligence on blockchain-enabled digital identity (self-sovereign identity) platforms.

Public Finance Credit Analyst - Portfolio Management Group

2016 - 2018

Managed Public Finance portfolio consisting of municipalities, non-profit service providers, public utilities, retirement systems, and transportation agencies

Project and Research Analyst

2013 - 2016

Originated potential investments for federal New Markets Tax Credit (NMTC) funds and private equity real estate funds. Developed internal investment sourcing procedures and systems for NMTC funds and private equity funds. Performed initial underwriting and site visits for potential investments. Project manager for structuring and fundraising of mission-driven private equity real estate funds. Performed annual Community Impact Surveys for to ensure compliance with Federal guidelines related to NMTC investments. Drafted and published industry leading Impact Reports analyzing the economic impact on the local and national economy resulting from NMTC investments.

Community Development Intern

2013 - 2013