James Lubin

Experience

Partner | Chief Venture Architect 2021 - 2024 (almost 3 years)

● Incubated and de-risked three AI-focused ventures, securing $3M in funding and enabling market entry
● Conducted comprehensive due diligence on 500+ business concepts,... more

BlackRock

Portfolio Manager - Fixed Income IG Credit 2017 - 2019 (over 2 years)

● Managed investment-grade bond and derivative positions in over 80+ SMAs
● Actively monitored credit exposure, duration and potential return for roughly $70 billion in... more

Reppr

Co-Founder / Head of Ambassador Program 2016 - 2018 (over 2 years)

• Oversaw the brand program comprised of more than 300 membersnationwide
• Pitched and promoted the product to potential investors in a venture capitalsetting
• Drove... more

Tablelist

Sales Director 2014 - 2017 (over 2 years)

Promoted and marketed company name, produce and service to a large network
Analyze company events and provide individual feedback regarding performance of company
... more

Bny Standish Mellon Asset Management

Co-op - US Sales & Consultant Relations Co-op 2014 - 2016 (over 1 year)

* Marketed a wide range of traditional and alternative investment strategies to global consultants * Researched & summarized trends in the institutional asset management... more

Erez Capital

Venture Partner 2023 - Present (over 3 years)

Treasury

Investment Manager & Fundraising 2020 - 2021 (over 1 year)

Treasury is a founder-led Fintech VC, where I worked alongside Eli Broverman (founder @ Betterment), Jeff Cruttenden (founder @ Acorns), James Layfield (founder @ Rise), and... more

7 Chord

Investor Relations & Client Acquisition 2020 - 2021 (about 1 year)

● Ensured high-end service delivery and a proactive customer strategy to drive client satisfaction and growth across 25 accounts
● Onboarded automation and AI to reduce... more

Employee

7 Chord, Treasury, Erez Capital, Bny Standish Mellon Asset Management, Tablelist, Reppr, BlackRock, Indigo

Education

About

Achievements

● Fundraising & Investor Relations: Secured $20M+ for venture funds/startups; led post-fund communication strategies
● Deal Sourcing: Vetting 1500+ startups and participating in 10 investments ($36M cumulative value)
● Portfolio Management: Monitoring multi-asset portfolios valued between $1B - $50B, consistently generating alpha
● Startup Incubation: Expertise in evaluating, building, and launching startups, particularly in fintech and AI
● Market Research & Insight: Conducting in-depth market analysis and research to identify lucrative investment opportunities
● Team Leadership: Supervising cross-functional teams, defining strategic direction and operational productivity
● Operational Design: Developing agile operational blueprints suitable for startups and established entities
● Financial Expertise: Business modeling, regulatory assessment, investment valuation, IP analysis, and portfolio management
● Technical Stack: Microsoft Office, Python, Pitchbook, Bloomberg, Salesforce, Carta

Describe the most impressive thing you've done.

Skills

Asset Management Bloomberg Fixed Income Google Docs Management Microsoft Access Microsoft Excel Microsoft PowerPoint Portfolio Management process improvements Python Sales Tableau Tableau Software Venture Capital SaaS CRM Salesforce Entrepreneurship Raising Capital Customer Acquisition Talent Management

Locations

Boston New York City New York

James Lubin

Investment specialist with eight years in private & public markets. Expertise in fundraising & Biz Dev - $35M+ raised for both funds & startups. MBA @ BC.