About

Courtney Koczka

Professional Overview

I began my career in the fashion industry before transitioning to the finance sector, where I gained experience in Investor Relations, Marketing, and Communications. With roles in public and private firms across the US and Europe, I bring an international perspective to my work, leveraging a creative and analytical mindset to align corporate vision with strategic initiatives.

Career Achievements

In every role, I aim to make an impact and grow as a leader. At USAA Real Estate, I created marketing campaigns for a $35B real estate portfolio, earning the Employee of the Year award. At Vida Capital, I aided in the development of the IR team for a firm with a €2B sustainable infrastructure portfolio. At Abbey Capital, I supported the distribution of alternative investment solutions.

Courtney Ko

Education & Expertise

As an MBA student at Warwick Business School, I am dedicated to advancing my leadership skills. I’ve been recognized for leadership with the Change-Maker Scholarship. At JUST Capital, I led research on CSR metrics for the largest US firms, shaping responsible business practices. As a GRI Certified Sustainability Professional, I ensure ethical standards in communications.

Values & Future Focus

My career aligns with my values of leadership, growth, and social impact. As a volunteer at Womenful Voice, I contribute to research for microfinance loans supporting women in underdeveloped countries. Driven by continuous learning, I build lasting relationships and engage with purpose-driven initiatives, pursuing certifications to maximize my impact and empower others.

Core skills & Interests

⁠Investor &
Stakeholder
Relations

Cross-Cultural
Engagement

Leadership
Development

Continuous
Learning

Six years of strategic IR planning and stakeholder engagement across private equity and credit.  

Experience with US and European alternative investment managers with different growth cycles.

Strong acumen in IR, including financial releases, annual reporting, market research, capital raising, and investor servicing.

Recognized for expertise in aligning corporate vision with communications and marketing goals.  

Skilled in B2C campaign development, social media strategy, and investor reporting.

Experience spans event planning, marketing materials, digital marketing, and internal communications.

Global Reporting Initiative (GRI) Certified Sustainability Professional.

Completed Task Force on Climate-related Financial Disclosures (TCFD) and Principles for Responsible Investment (PRI) courses.

Completed Sustainable Finance Executive Education at Lisbon School of Economics and Management (ISEG).

Contributed growth across 6 stakeholder groups and 31 key issues supporting the JUST Capital 2024 Annual Ranking and Scorecard.

Enhanced visibility on human capital, living wage, and diversity metrics within Russell 1000 companies analyzing 3,500 10-Ks, proxy statements, and CSR reports.

Conducted market research and analysis on diversity objectives in Russell 1000 companies.

Researcher for economic empowerment programs for women in Haiti, aligned with UN SDGs 3, 4, 5, 8, and 11.
 
Support grant writing focused on poverty alleviation, microfinance, and small business.

MBA at Warwick Business School.

Certified Google Data Analyst and Salesforce Certified Associate.

Other certifications include: Financial Markets (Yale), SQL (Datacamp), and Achieving the SDGs (Columbia University).  

Developed a team of 5 across Investor Relations and Business Development at Vida Capital.  

Focusing on leadership and team dynamics in my role as Chief of Staff.

Awarded Employee of the Year for leadership in project management and stakeholder engagement at USAA Real Estate (now Affinius Capital).

Lived, worked, and studied in Lisbon, Portugal; learned Portuguese as a second language; conversant in Spanish.

Traveled to 11 countries, 60 cities, and 34 UNESCO sites.  

Student Ambassador at Warwick Business School, providing online resources to incoming global MBA cohorts.

Marketing & Communications

Sustainable
Development

Social
Impact

Human Rights &
Gender Equality 

⁠Investor & Stakeholder Relations

  • Six years of strategic investor relations and stakeholder engagement.
  • Experience in US and European alternative investment managers with different growth cycles.
  • Skilled in financial releases, annual reporting, market research, and event planning.

Marketing & Communications

  • Expert in aligning corporate vision with strategic marketing goals.  
  • Skilled in campaign development, social media strategy, and internal communications.
  • Experience spanning event planning, marketing materials, and digital marketing.

Sustainable Development 

  • Global Reporting Initiative (GRI) Certified Sustainability Professional.
  • Completed Task Force on Climate-related Financial Disclosures (TCFD) and Principles for Responsible Investment (PRI) courses.
  • Completed Sustainable Finance Executive Education at Lisbon School of Economics and Management (ISEG).

Social Impact

  • Enhanced visibility on human capital, living wage, and diversity metrics within America’s largest companies (Russell 1000).
  • Contributed to responsible business standards within 6 stakeholder groups supporting the JUST Capital 2024 Annual Ranking and Scorecard.

Human Rights & Gender Equality 

  • Researcher for economic empowerment programs for women in Haiti, aligned with UN SDGs 3, 4, 5, 8, and 11.  
  • Support grant writing focused on poverty alleviation, microfinance, and small business.

Continuous Learning 

  • MBA at Warwick Business School.
  • Certified Google Data Analyst and Salesforce Certified Associate.
  • Other certifications include: Financial Markets (Yale), SQL (Datacamp), and Achieving the SDGs (Columbia University).

Leadership Development

  • Led a team of 5 across at Vida Capital.
  • Focusing on leadership and team dynamics in my role as Chief of Staff.
  • Awarded Employee of the Year for leadership at USAA Real Estate.

Cross-Cultural Engagement

  • Worked and studied in Lisbon for 15 months; learned Portuguese & conversant in Spanish.
  • Traveled to 11 countries, 60 cities, and 34 UNESCO sites. 
  • Student Ambassador at Warwick Business School, providing online resources to incoming global MBA cohorts.

Connect

I look forward to connecting and welcome feedback on my portfolio, CV, or any insights you might have!

See Courtney's LinkedIn