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Jen Shi

CS at Penn

Philadelphia, Pennsylvania

Overview 

Jen Shi is a CS at Penn with a Master of Science from the University of Pennsylvania and experience as an Investor at Next47, Equity Research Analyst at Bank of America Merrill Lynch, and Analyst at Berkeley Investment Group. With a background in equity research and investment, Jen focuses on investing in various sectors including Manufacturing, AR/VR, Cybersecurity, and AI, primarily in the San Francisco Bay Area.

Work Experience 

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Next47

  • Investor

    2022 - 2024

    • Investing in Ser A - Ser C companies in the B2B space

Next47 invests in groundbreaking enterprise entrepreneurs and accelerates revenue growth by opening doors to customers around the world.

next47.com
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Bank of America Merrill Lynch

  • Equity Research Analyst (Internet consumer technology)

    2019 - 2022

    • Team ranked #1 in broker votes (amongst all BAML research) and #2 in Institutional Investors • Coverage focused on Travel (Booking, Expedia, Airbnb, TripAdvisor, Trivago), Automotive eCommerce (Carvana, Vroom, ACV Auctions), Upstart, GoodRx, Xometry and Duolingo. • Lead associate in the IPO processes of ABNB, GDRX, VRM, UPST, ACVA, XMTR & DUOL and primary contributor to initiation reports.

Berkeley Investment Group

  • Analyst

    2017 - 2019

    • Part of a team managing a student fund of more than $150,000 using a value investment strategy

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Bank of America Merrill Lynch

  • Equity Research Analyst (Enterprise Software)

    2018 - 2018

    • Co-authored team’s industry primer on Business Intelligence and supported the IPO process of Avalara during internship with the Enterprise Software research team (summer 2018)

Education 

Articles About Jen

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