Due Diligence Analyst

• Oct 2023 - Present

Research Associate

• Feb 2022 - Jul 2023

• Led primary research to deliver 2,000+ reports per month assessing disclosures and performance of 4 Nordic and German global asset managers' portfolio holdings on bespoke ESG and corporate governance criteria. • Advised asset managers on Board of Directors elections, climate risk, executive compensation, capital issuances, and M&A proposals at annual shareholder meetings to comply with local regulations and meet clients' goals. • Extracted, analyzed, and synthesized data using Excel and… Show more • Led primary research to deliver 2,000+ reports per month assessing disclosures and performance of 4 Nordic and German global asset managers' portfolio holdings on bespoke ESG and corporate governance criteria. • Advised asset managers on Board of Directors elections, climate risk, executive compensation, capital issuances, and M&A proposals at annual shareholder meetings to comply with local regulations and meet clients' goals. • Extracted, analyzed, and synthesized data using Excel and SQL to identify corporate governance developments and institutional investor proxy voting trends in global stock markets and present improvements to clients' ESG strategy. • Trained 5 new analysts on implementation of 3 proxy voting policies and internal automation software. • Coordinated between Client Service and Research teams to lead onboarding of 1 new client from ESG policy creation to proxy vote execution and ongoing corporate governance consulting. • Created and implemented automation solutions to expedite proxy voting operations in collaboration with 6 global teams in Brussels, Paris, Berlin, London, Rockville, and Manila, reducing analysis time by 50% per report. Show less • Led primary research to deliver 2,000+ reports per month assessing disclosures and performance of 4 Nordic and German global asset managers' portfolio holdings on bespoke ESG and corporate governance criteria. • Advised asset managers on Board of Directors elections, climate risk, executive compensation, capital issuances, and M&A proposals at annual shareholder meetings to comply with local regulations and meet clients' goals. • Extracted, analyzed, and synthesized data using Excel and… Show more • Led primary research to deliver 2,000+ reports per month assessing disclosures and performance of 4 Nordic and German global asset managers' portfolio holdings on bespoke ESG and corporate governance criteria. • Advised asset managers on Board of Directors elections, climate risk, executive compensation, capital issuances, and M&A proposals at annual shareholder meetings to comply with local regulations and meet clients' goals. • Extracted, analyzed, and synthesized data using Excel and SQL to identify corporate governance developments and institutional investor proxy voting trends in global stock markets and present improvements to clients' ESG strategy. • Trained 5 new analysts on implementation of 3 proxy voting policies and internal automation software. • Coordinated between Client Service and Research teams to lead onboarding of 1 new client from ESG policy creation to proxy vote execution and ongoing corporate governance consulting. • Created and implemented automation solutions to expedite proxy voting operations in collaboration with 6 global teams in Brussels, Paris, Berlin, London, Rockville, and Manila, reducing analysis time by 50% per report. Show less

Trainee - International Trade Policy Advisor

• Sep 2018 - Dec 2018

• Delivered briefings to CEO and 40-member lobby group on developments in active Brexit negotiations, EU-US trade, World Trade Organization reforms, Export Controls and Sanctions, collating 200+ documents. • Produced 5 research reports on energy and transportation markets in US, EU, and China to brief EU delegates for the 16th Asia-Europe Business Forum "Connectivity: Building Bridges Between Europe and Asia". • Published 2 position papers with 5-member team to advocate for members'… Show more • Delivered briefings to CEO and 40-member lobby group on developments in active Brexit negotiations, EU-US trade, World Trade Organization reforms, Export Controls and Sanctions, collating 200+ documents. • Produced 5 research reports on energy and transportation markets in US, EU, and China to brief EU delegates for the 16th Asia-Europe Business Forum "Connectivity: Building Bridges Between Europe and Asia". • Published 2 position papers with 5-member team to advocate for members' policy position on EU-Japan and EU-Vietnam Free Trade Agreements presented at European Parliament and European Commission. Show less • Delivered briefings to CEO and 40-member lobby group on developments in active Brexit negotiations, EU-US trade, World Trade Organization reforms, Export Controls and Sanctions, collating 200+ documents. • Produced 5 research reports on energy and transportation markets in US, EU, and China to brief EU delegates for the 16th Asia-Europe Business Forum "Connectivity: Building Bridges Between Europe and Asia". • Published 2 position papers with 5-member team to advocate for members'… Show more • Delivered briefings to CEO and 40-member lobby group on developments in active Brexit negotiations, EU-US trade, World Trade Organization reforms, Export Controls and Sanctions, collating 200+ documents. • Produced 5 research reports on energy and transportation markets in US, EU, and China to brief EU delegates for the 16th Asia-Europe Business Forum "Connectivity: Building Bridges Between Europe and Asia". • Published 2 position papers with 5-member team to advocate for members' policy position on EU-Japan and EU-Vietnam Free Trade Agreements presented at European Parliament and European Commission. Show less

Summer Intern

• Jun 2018 - Aug 2018

• Issued financial reports visualizing trends in monthly and yearly sales of legal publications across Europe. • Led marketing initiatives on social media resulting in 30% higher participation in conferences and workshops. • Issued financial reports visualizing trends in monthly and yearly sales of legal publications across Europe. • Led marketing initiatives on social media resulting in 30% higher participation in conferences and workshops.

Research Assistant

• Jan 2018 - May 2018

Assisted Professor Bingham Powell: • Conducted qualitative research on cabinet portfolio distributions in 19 parliamentary elections between 1996 and 2017. • Collected data on voters’ and parties’ political preferences. • Computed parties’ and citizens’ distributions on the left-right scale, using RStudio. • Results published in: Ideological Representation: Achieved and Astray: Elections, Institutions, and the Breakdown of Ideological Congruence in Parliamentary Democracies (2019). Assisted Professor Bingham Powell: • Conducted qualitative research on cabinet portfolio distributions in 19 parliamentary elections between 1996 and 2017. • Collected data on voters’ and parties’ political preferences. • Computed parties’ and citizens’ distributions on the left-right scale, using RStudio. • Results published in: Ideological Representation: Achieved and Astray: Elections, Institutions, and the Breakdown of Ideological Congruence in Parliamentary Democracies (2019).