
Jamie Chen
ASSISTANT INVESTMENT COUNSELOR

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About me
Construction Project Manager
Education

Beijing Normal University, Zhuhai
2009 - 2013Bachelor's degree International Finance
Cambridge College
2018 - 2020Bachelor's degree Finance, General
Experience

GF Securities
Feb 2013 - Feb 2014ASSISTANT INVESTMENT COUNSELOR• Analyzed financial information obtained from clients in order to provide strategies and investment suggestions accurately. • Answered client's questions by providing strategic planning information for client's portfolio investments. • Provided support for financial analysts in portfolio planning.

KLW Hospitality
May 2016 - Jun 2017ACCOUNTS PAYABLE• Managed all account payable activities for 5 restaurants • Provide executive support. • Reconciled all accounts payable transactions and authored financial analysis reports on a monthly basis. • Administered the ledger account process, ensuring all the receipts, invoices and payments were accounted for in the system.• Insure accuracy of receipts from vendors.• Oversaw timely payments to all vendors. • Generated expense reimbursement payments. • Responsible for the monthly reconciliation of all accounts payable transactions. • Improved the process that ensured the accountability and timeliness of employee expenses reimbursements. • Uncovered fraud and theft perpetrated by an employee through financial analysis (reduced loss of ~$4,000/month) Show less

DK Cosmopolitan Consultants Inc.
Feb 2017 - Apr 2020INTERNATIONAL STUDENT MENTOR• Provided interpretive, counseling, and mentorship services for Chinese International students in the Greater Boston Area.• Provided direction for students to resolve school administrative issues. • Collaborated with International students in their search for the appropriate college. • Counseled students with their school transfer, housing, car purchases, advice on legal issues and educational challenges. • Prevented a student from being deported by coordinating communications with multiple college departments on a tight deadline (same student received a $20,000+ tuition reimbursement). • Provided advice/negotiation services on housing rental and car purchases (avg savings of ~$1300) Show less

Happy Family Food Market
Jan 2021 - Dec 2021Accounts Payable
NT BUILDERS, LLC
Dec 2021 - nowAssistant Project Manager• Lead coordinator on multiple construction permit applications for various projects throughout Boston, Somerville, Needham, and Andover with responsibilities including but not limited to: new construction, demo, affordable dwelling units(ADU), wetland/flood zone related, and etc. • Organizing and handling the process from end to end including working alongside jurisdictional authorities, engineering firms, architect/design firms, and various other entities pending on permit requirements. • Monitor permit status and respond in a timely manner to facilitate the velocity of permit process.• Monitor projects for permit deadlines and renewals.• On site support. Helping facilitate communications between contractors and clients.• Manage project timelines including coordination of inspectors between the major steps.• Developed and executed pre-construction milestones on project schedule.• Supported senior managers and department leaders by completing projects and problem resolution under tight budgets and schedule demands.• Partnered with project team members to identify and quickly address problems.• Delivered high level of service to clients to both maintain and extend relationship for future business opportunities. Show less

HJR Construction
Mar 2023 - nowProject Manager & Co-Founder• Direct and oversee residential renovation and addition projects, ensuring projects meet client expectations in terms of quality, budget, and schedule.• Create and manage detailed project plans, coordinating resources and timelines to deliver efficient and cost-effective outcomes.• Work closely with design professionals, subcontractors, and clients to ensure smooth execution of construction tasks and maintain exceptional standards.• Conduct routine site inspections to review progress, enforce safety protocols, and ensure adherence to design and regulatory requirements.• Build and maintain strong relationships with clients by keeping them informed and addressing concerns promptly.• Identify potential project challenges early, implement effective solutions, and maintain project momentum through proactive decision-making. Show less
Licenses & Certifications

Construction Supervisor License (CSL)
The State Board of Building Regulations and Standards (BBRS)
Languages
- enEnglish
- chChinese
- caCantonese
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