Professional Summary
Professional Overview
Julie Barger is a driven MBA candidate at The Wharton School, with a strong background in investment management, strategic consulting, and policy. She currently serves as an Investment Team member at the Penn Wharton Innovation Fund, an Investment Associate at Wharton Impact Investing Partners, and an MBA Candidate, leveraging her expertise to drive innovation and sustainable impact.
Experience Summary
Current Roles
- MBA Candidate, The Wharton School (2024-08-01 to Present): Pursuing a Master of Business Administration degree, with a focus on investment management, entrepreneurship, and sustainability.
- Investment Team, Penn Wharton Innovation Fund, Venture Lab (2024-08-01 to Present): Evaluating and selecting investment opportunities that align with the fund's mission of supporting innovative, technology-driven ventures.
- Investment Associate, Wharton Impact Investing Partners (2024-08-01 to Present): Conducting due diligence, analyzing financial models, and contributing to investment decisions for the organization's impact-focused portfolio.
Career Progression
- Senior Manager, Breakthrough Energy (2023-01-01 to 2024-07-01): Played a key role in the organization's strategic planning and execution, contributing to initiatives aimed at accelerating the transition to a sustainable energy future.
- Manager, Breakthrough Energy (2022-01-01 to 2023-01-01): Responsible for driving various projects and programs, with a focus on organizational strategy and operational efficiency.
- Senior Associate, Org Strategy & Execution, Breakthrough Energy (2021-01-01 to 2022-01-01): Provided strategic consulting and project management support to the organization, delivering impactful solutions to complex challenges.
- Program Associate, Gates Ventures (2020-01-01 to 2021-01-01): Contributed to the development and implementation of programs focused on global health, education, and economic empowerment initiatives.
- Senior Analyst, Hamilton Place Strategies (2018-11-01 to 2020-01-01): Conducted in-depth research, data analysis, and policy advisory services for clients in the public and private sectors.
Academic Background
- MBA Candidate, The Wharton School (Expected Graduation: 2024): Pursuing a Master of Business Administration degree with a focus on investment management, entrepreneurship, and sustainability.
Areas of Expertise
- Investment management and due diligence
- Sustainable and impact investing
- Strategic consulting and organizational strategy
- Policy research and analysis
- Program development and implementation
- Data analysis and problem-solving
Professional Impact
- Contributed to the successful launch and scaling of several sustainable energy initiatives at Breakthrough Energy
- Played a key role in the design and implementation of impactful programs at Gates Ventures, addressing critical global challenges
- Provided strategic advisory services to clients in the public and private sectors, delivering valuable insights and recommendations
Conclusion
With her diverse experience, strong academic credentials, and a deep commitment to driving sustainable impact, Julie Barger is poised to make a significant contribution to the investment management and entrepreneurship landscape. As she continues her MBA journey at The Wharton School, she is well-equipped to leverage her expertise and network to create positive change and achieve her professional aspirations.