Led operational and ESG due diligence efforts for potential investment opportunities, primarily focusing on infrastructure, renewable energy, and food and beverage industries, including market analysis and risk assessment.
Provided strategic advice to portfolio companies to optimize operational efficiency and enhance long-term value creation.
Performed comprehensive materiality analyses on target and portfolio companies, identifying key operational, environmental and reputational risks. Formulated and presented strategic recommendations for effective risk mitigation, thereby fortifying resilience and sustainability of business operations.
Developed an overarching ESG integration strategy for a global asset management firm, crafting tailored action plans for individual investment teams to strengthen client relationships and enhance the marketing of ESG products.
Sustainable Investing Project Lead
JPMorgan Chase
11.2021 - 11.2022
Spearheaded formulation of comprehensive multi-year ESG integration strategy in direct collaboration with Global Head of ESG Integration, providing strategic guidance for portfolio management and due diligence teams.
Co-led technical development of internal assessment tool aimed at empowering portfolio managers to discern and navigate sustainability-related business risks and opportunities within their portfolios.
Revamped annual private equity due diligence questionnaire by incorporating nuanced and targeted inquiries that specifically address ESG efforts of the firm, ensuring more robust evaluation process.
Cultivated and managed relationships with prominent ESG data vendors such as MSCI, Sustainalytics, and ISS, assuming role of an internal subject matter expert on ESG matters.
Facilitated implementation of a training agenda for investment teams, delivering comprehensive instruction on key ESG frameworks and standards, including but not limited to CDP, TCFD, SASB, and PRI.
Associate Product Manager, ESG Strategy
Morningstar Inc.
06.2019 - 11.2021
Established an internal ESG Resource Hub, servicing over 10 internal stakeholder teams and amassing a user base of more than 2000 unique users. This centralized repository served as a critical knowledge hub, fostering efficient access to pertinent ESG information.
Catalyzed a seamless post-acquisition partnership between Morningstar and Sustainalytics, uniting both teams in a shared commitment to delivering the highest value for investors.
Coordinated the go-to-market strategy for the integration of ESG Risk Ratings into the Pitchbook platform. This initiative empowered Private Equity (PE) and Venture Capital (VC) firms with enhanced insights into a portfolio company's risk profile, contributing to more informed decision-making.
Education
Bachelor of Science - Industrial & Operations Engineering
University of Michigan
Ann Arbor, MI
05.2019
Entrepreneurship And Innovation in Global Markets -
Nanyang Technological University
Singapore
06.2017
Skills
Financial Analysis
Materiality Analysis
ESG Integration
Impact Assessment
Stakeholder Engagement
Due Diligence
Timeline
Private Equity Consultant
Dss+
11.2022 - Current
Sustainable Investing Project Lead
JPMorgan Chase
11.2021 - 11.2022
Associate Product Manager, ESG Strategy
Morningstar Inc.
06.2019 - 11.2021
Bachelor of Science - Industrial & Operations Engineering
University of Michigan
Entrepreneurship And Innovation in Global Markets -