Joanna Wu | Venture Capital Careers

I previously worked in wealth management at JPMorgan and IEQ Capital, and in strategy consulting at EY-Parthenon, and hold the SIE, Series 7, and Series 66 licenses. I'm recruiting for fund-of-funds primaries roles or platform and community roles. Feel free to reach out at joannawuuuu24@gmail.com.

Experience

Private Wealth Management Associate

IEQ Capital

Feb 2026 – Jul 2026

San Francisco, CAFull time

I managed and cultivated investor relationships across more than 60 ultra-high-net-worth client households, serving as the primary contact for performance and account inquiries. I partnered with venture capital firm partners to coordinate capital calls and distributions and prepared investor- and prospect-facing performance and asset allocation materials to support business development and client acquisition.

Investor RelationsPrivate Wealth ManagementStakeholder CommunicationsPerformance ReportingAsset Allocation ReportingVenture CapitalCapital CallsDistributionsBusiness Development

Wealth Management Senior Investment Professional

JP Morgan Wealth Management

Jul 2024 – Jan 2026

San Antonio, TXFull time

I developed internal communication materials and workflow guides for more than 200 stakeholders, improving process clarity and cross-team coordination. I led onboarding and training for more than 13 new hires, coordinated between advisors and service partners, and resolved issues within regulatory and compliance guidelines. I was recognized as Site Wealth Management MVP for achieving the highest referral rate in an Early Careers Development Program and obtained SIE, Series 7, and Series 66 licenses.

Wealth ManagementInvestment ManagementStakeholder CommunicationsWorkflow DocumentationTrainingOnboardingClient Relationship ManagementRegulatory ComplianceSecurities Industry Essentials (SIE)Series 7Series 66

Strategy & Transactions Summer Associate

EY-Parthenon

Jun 2023 – Aug 2023

Atlanta, GAInternship

I built financial models and operational scenarios for a $2 billion life sciences spinoff, forecasting post-separation performance and identifying more than $15 million in potential efficiencies. I synthesized over 1,200 pages of diligence data into clear, decision-ready recommendations for senior stakeholders and presented a spinoff execution roadmap across Operations and Finance workstreams.

Financial ModelingOperational ModelingFinancial ForecastingDue DiligenceData SynthesisStrategic PlanningOperationsFinanceStakeholder Presentations

Marketing Intern

Dotcom Weavers Solutions

May 2022 – Aug 2022

Morristown, NJInternship

I analyzed digital traffic and conversion KPIs and consolidated findings into insight reports that supported more than 50 improvement opportunities and budget allocation decisions.

Marketing AnalyticsDigital MarketingKPI AnalysisConversion AnalysisData ReportingBudget Allocation

Education

Comillas Pontifical University, ICADE Business School

Study Abroad

Emory University, Goizueta Business School

Bachelor of Business Administration, Marketing, Strategy & Management Consulting

2020 – 2024

Cumulative GPA: 3.8/4.0

Emory Women in Business; Emory Oxford Varsity Women’s Tennis

Relevant Courses: Financial Planning, Strategic Management, Applied Entrepreneurship

Skills

Investor relationsFinancial modelingFinancial statement analysisCapital marketsStakeholder communicationsSalesforceMicrosoft ExcelMicrosoft PowerPointClient relationship managementWealth managementPrivate wealth managementAlternative investmentsVenture capitalPerformance reportingAsset allocation reportingBusiness developmentFinancial forecastingOperational scenario analysisDue diligenceStrategic analysisProcess improvementRegulatory complianceTraining and onboardingCross-functional coordinationNewsletter developmentBudget managementTeam leadershipRelationship building

Languages

English: Native or bilingual proficiency