BBA x BSI Graduate @ University of Michigan - Ann Arbor
BBA x BSI Student
@ University of Michigan - Ann Arbor
hello! i'm caitlin.
a data-driven product manager.
hello!
i'm caitlin.
a data-driven product manager.
01
Case Studies
02
Work Experience
SEPT, 2025 - Current
Associate Development Program, Silicon Valley Bank (SVB)
Supporting SVB’s high-growth innovation economy clients through credit solutions, underwriting, and portfolio management. Rotating across key areas including Global Fund Banking and Technology Lending to gain hands-on experience with early- to late-stage startups, venture capital firms, and private equity clients. Responsibilities include financial statement analysis, due diligence support, and structuring tailored credit facilities to meet client needs, all while collaborating cross-functionally with risk, relationship management, and credit teams.
SEPT, 2025 - Current
Associate Development Program, Silicon Valley Bank (SVB)
Supporting SVB’s high-growth innovation economy clients through credit solutions, underwriting, and portfolio management. Rotating across key areas including Global Fund Banking and Technology Lending to gain hands-on experience with early- to late-stage startups, venture capital firms, and private equity clients. Responsibilities include financial statement analysis, due diligence support, and structuring tailored credit facilities to meet client needs, all while collaborating cross-functionally with risk, relationship management, and credit teams.
SEPT, 2025 - Current
Associate Development Program, Silicon Valley Bank (SVB)
Supporting SVB’s high-growth innovation economy clients through credit solutions, underwriting, and portfolio management. Rotating across key areas including Global Fund Banking and Technology Lending to gain hands-on experience with early- to late-stage startups, venture capital firms, and private equity clients. Responsibilities include financial statement analysis, due diligence support, and structuring tailored credit facilities to meet client needs, all while collaborating cross-functionally with risk, relationship management, and credit teams.
Sep, 2023 - Current
Product Management Intern, ALRT
Rebranded the startup's product, making the key features of the productivity watch align with the website, app, and marketing initiatives. My visionary approach and financial acumen converged seamlessly, creating intuitive interfaces for new customers . By leading UX design initiatives and introducing a streamlined product roadmap, I significantly enhanced ALRT’s platform usability, leading to a 20% increase in user engagement and satisfaction.
Sep, 2023 - Current
Product Management Intern, ALRT
Rebranded the startup's product, making the key features of the productivity watch align with the website, app, and marketing initiatives. My visionary approach and financial acumen converged seamlessly, creating intuitive interfaces for new customers . By leading UX design initiatives and introducing a streamlined product roadmap, I significantly enhanced ALRT’s platform usability, leading to a 20% increase in user engagement and satisfaction.
Sep, 2023 - Current
Product Management Intern, ALRT
Rebranded the startup's product, making the key features of the productivity watch align with the website, app, and marketing initiatives. My visionary approach and financial acumen converged seamlessly, creating intuitive interfaces for new customers . By leading UX design initiatives and introducing a streamlined product roadmap, I significantly enhanced ALRT’s platform usability, leading to a 20% increase in user engagement and satisfaction.
JAN, 2022 - SEP, 2023
Investments Intern, Apogem Capital
Supported middle-market private equity initiatives by analyzing fund performance, conducting market research, and assisting in due diligence processes. I collaborated with cross-functional teams to reconcile investment data and contributed to financial reporting, enhancing decision-making and portfolio management strategies.
JAN, 2022 - SEP, 2023
Investments Intern, Apogem Capital
Supported middle-market private equity initiatives by analyzing fund performance, conducting market research, and assisting in due diligence processes. I collaborated with cross-functional teams to reconcile investment data and contributed to financial reporting, enhancing decision-making and portfolio management strategies.
JAN, 2022 - SEP, 2023
Investments Intern, Apogem Capital
Supported middle-market private equity initiatives by analyzing fund performance, conducting market research, and assisting in due diligence processes. I collaborated with cross-functional teams to reconcile investment data and contributed to financial reporting, enhancing decision-making and portfolio management strategies.
FEB, 2020 - JAN, 2022
Investment Advisor and Investments Company Intern, U.S. Securities & Exchange Commission (SEC)
I played a key role in safeguarding investor interests by identifying compliance risks and uncovering potential regulatory violations. My analysis of financial statements and fund disclosures contributed directly to enforcement actions and examination reports, driving improvements in industry transparency and accountability. This work had a measurable impact on enhancing the oversight of investment firms and protecting investors.
FEB, 2020 - JAN, 2022
Investment Advisor and Investment Intern, U.S. Securities & Exchange Commission (SEC)
I played a key role in safeguarding investor interests by identifying compliance risks and uncovering potential regulatory violations. My analysis of financial statements and fund disclosures contributed directly to enforcement actions and examination reports, driving improvements in industry transparency and accountability. This work had a measurable impact on enhancing the oversight of investment firms and protecting investors.
FEB, 2020 - JAN, 2022
Investment Advisor and Investment Company Intern, U.S. Securities & Exchange Commission (SEC)
I played a key role in safeguarding investor interests by identifying compliance risks and uncovering potential regulatory violations. My analysis of financial statements and fund disclosures contributed directly to enforcement actions and examination reports, driving improvements in industry transparency and accountability. This work had a measurable impact on enhancing the oversight of investment firms and protecting investors.
CAITLIN YEUNG
©
Caitlin Yeung
2024
CAITLIN YEUNG
©
Caitlin Yeung
2024