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Prior to Wharton, James worked as an Investment Analyst at Caravel Asset Management, a family office based in Hong Kong. While at Caravel Asset Management, James primarily worked on corporate high yield and investment grade credit investments. Before Caravel, James worked at Morgan Stanley as an Investment Banking Analyst in the Financial Institutions Group. James graduated from Brandeis University with a Bachelor of Arts in Biochemistry and Economics and Dartmouth College with a Bachelor of Engineering.