
Rebecca C.
5.0
Former Morgan Stanley Equity Research Sr. Assoc | Forbes 30 U 30
Studied at Johns Hopkins University
Works at JPMorgan Chase & Co.
Available March 1 at 2:00 PM UTC
Questions? Start chatting with this coach before you get started.
Rebecca’s Equity Research Qualifications
Experience level: Associate
With over seven years of experience in finance and tech, including roles at top firms like Morgan Stanley and JPMorgan, I bring a wealth of knowledge in equity research, strategy and corporate development. As a former Senior Associate in Equity Research at Morgan Stanley on the #1 Ranked ESG Equity Research team, I have a deep understanding of what it takes to interview, resume building, the recruiting process, stock pitches, and financial analysis, which I leverage to help my clients excel in their careers. My experience in strategic roles at companies like Oscar Health and Carta has honed my ability to drive growth and make data-driven decisions. Whether you want to break into equity research or advance your career, I'm here to provide tailored guidance and support.
Rebecca can help with:
Skill Building
LinkedIn Review
Industry Research
Investment Recommendations
Promotion Strategy
Cover Letters
Valuation
Resume Review
Networking Strategy
Freelancing
Financial Analysis
Salary Negotiation
Technical Interview Prep
Equity Research Strategy
Behavioral Interview Prep
Rebecca also coaches for Corporate Development, Business Strategy & Operations, and Investment Banking. View all.
About Rebecca
Becca is a Vice President on the Corporate Development team at JPMorgan Chase, where she is responsible for driving strategic investments, commercial partnerships, joint ventures, and acquisitions. Becca was named to the 2025 Forbes 30 Under 30 List in the Finance category. Before JPMorgan Chase, Becca was a Strategy Manager at Carta, a FinTech unicorn, where she focused on GTM strategy, Product-led Growth, Business Development, and driving strategic initiatives for business leaders. Becca started her career at Morgan Stanley. She began her time there working in Equity Sales and Trading, advising hedge funds and connecting them to institutional investors. She later moved to Fixed Income Sales and Trading, and then Equity Research. Becca had the opportunity to shift to being an operator at Oscar Health, a publicly traded healthtech company, where she led Growth Strategy for the Individual and Family Business line. She completed her undergraduate studies at Bucknell University, where she was a triple major (Economics, International Relations, and French). She graduated Phi Beta Kappa, while also competing as a Division 1 Athlete (Volleyball). Becca received her MPM (Masters in Public Management and Policy) from Johns Hopkins University.
Why do I coach?
I was only able to pursue this path that I love because of amazing mentors and supporters who lifted me up and gave me the platform to excel. I also recognize that everyone has their own path. I come from a non-traditional background. I started out at Morgan Stanley in Equity S&T, having never taken a finance class in my life. My goal is to take the very difficult to break into works for Sales and Trading, Equity Research, Strategy, and Corporate Development - each of which I have personally broken into, and help support anyone who wants to pursue any of these paths.
Work Experience
Vice President, Corporate Development
JPMorgan Chase & Co.
February 2024 - Present
Admissions Committee Experience
2025 Forbes 30 Under 30 - Finance
Strategy Manager
Carta
June 2022 - February 2024
helped me get this job - Partner with the Marketing, Business Development, and Policy leadership team make decisions by bringing data, facts and business expertise to bear on complex problems - Oversee strategic initiatives from ideation to completion, identifying potential roadblocks and areas for acceleration, testing and iterating, and using data to drive the best business outcomes - Lead evaluation of new market opportunities, examine the changing competitive landscape, and put Carta in the best position our existing products - Dig into the toughest problems the organization faces, and help make sense of key drivers and potential solutions - Drive growth of the organization by building out processes for testing, iterating on them, and expanding growth initiatives. - Lead testing and manage relationships with internal and external partners to keep a pulse on new products and services and what is resonating in the market - Work cross functionally with sales, product, operations, and finance to lead and implement growth initiatives across the organization Portfolio Development, Venture Capital and +1 skill

Venture Fellow
Hudson Advisors LP
March 2023 - May 2023
Venture Capital and Deal Flow

Venture Fellow
VC
January 2023 - May 2023
Deal Sourcing, Financial Analysis and +3 skills
Senior Manager, Strategy
Oscar Health
July 2021 - June 2022
- Lead the creation of models and tools that produce actionable business insights, drive strategic decision making, understand profitability tradeoffs, and market drivers - Manage cross-functional team and own responsibility for a multi-million dollar annual distribution budget - Build and deploy Go-To-Market (GTM) strategies for member acquisition and retention while maintaining key relationships with major distribution partners - Direct all national expansion strategy with data-driven decision making - Lead end-to-end scoping and deployment of new strategic initiatives including technology investments, defining financial and performance KPIs, operational alignment, and senior leadership support and approvals Management, Financial Analysis and +3 skills

Sr Associate, Equity Research
Morgan Stanley
July 2017 - June 2021
Admissions Committee Experience
Started out in Equity Sales and Trading for two years, moved to Fixed Income Sales and Trading for 1 year, and Equity Research for 1 year
Education
Johns Hopkins University
Master of Arts - MA, Public Policy and Management
Grade: 3.62 GPA
Bucknell University
Bachelor of Arts (B.A.), Economics, International Relations and French Triple Major
Grade: 3.84 Major GPA, 3.72 Cumulative GPA Activities and societies: Division 1 Women's Volleyball, Alpha Xi Delta, Committee on Instruction, Sigma Iota Rho, Admissions Greeter, Read Across America, French Club, Order of Omega, Intern in the Office of the President, Economics Teaching Assistant, Library Tech Support Team Member, Faculty Search Team, Women in Finance, Phi Beta Kappa
2 Reviews
Overall Rating
5.0
Rebecca has helped Leland clients get into Function Health