Reese Koppel

CV

I love data. Whether with Excel and SQL analyses or R and Power BI visualizations, I let the numbers talk. I'm looking for data and product roles on fast-moving teams that encourage curiosity and learning.

At Partners Capital, I honed my analytical and communication skills on a tight-knit team of ten. My background is in Cognitive Science and Data Science, but I'm always learning—these days, that includes full-stack development to build and test ideas.

I also bring an entrepreneurial mindset. As the founder of Ace Bridge, I learned how to identify customer needs and build something from the ground up. As a product manager at Tricky Bridge, I increased retention by pinpointing user issues.

Outside of work, I'm usually playing bridge, reading biographies, or (unfortunately) getting my hopes up about the Pelicans and Saints.

Experience

Investment Analyst

Partners Capital

July 2023 - January 2025
  • Secured a $110M top-up for an existing client, the largest of 2024, by developing a customized illiquid commitment model that optimized portfolio risk-return balance tailored to the client's liquidity constraints.
  • Won the office's first new client in two years ($200M) by leading pitch development, creating 38% of the materials, and driving the client onboarding process.
  • Increased efficiency by implementing SharePoint as the office's central hub, saving the team 10+ hours per week.
Analytical Skills
Financial Modeling
Due Diligence
Founder, CEO

Ace Bridge

March 2020 - July 2023
  • Built a tutoring business with $3,000 in monthly recurring revenue by managing 90 client relationships and six contractors.
  • Produced 5+ YouTube tutorials, boosting visibility and securing 18 glowing customer testimonials.
  • Managed finances while teaching bridge lessons, learning to prioritize customer needs and explain complicated concepts.
Business Development
Content Creation
Customer Relations
June 2020 - September 2021
  • Co-led product management for Tricky Bridge, an iOS app recognized as Apple's #1 "Indie Games We Love" at launch, achieving 1M downloads and 4M lesson targets.
  • Improved user retention by 20% through data-driven insights derived from Amplitude cohort analyses and actionable roadmap updates.
  • Enhanced app quality through rigorous UX reviews, recommending key improvements to the AI play engine, and prioritizing development goals.
  • Produced video content that grew the app's YouTube channel to 1,000+ subscribers, amplifying engagement and broadening its audience reach.
Product Management
Analytics
UX Research
Content Strategy

Education

Yale University

B.S. Cognitive Science, Data Science Certificate

May 2023

Activities: Bridge Club (Founder), Entrepreneurial Society, Chess Club

Skills

Technical Tools

SQL
Python
TypeScript
R
Excel

Technical Skills

Product Management
Data Analytics
Financial Analysis