Results-oriented professional with expertise in engaging with corporate executives on strategic governance issues. Proven ability to analyze large datasets and communicate complex information clearly, ensuring alignment with evolving market trends and client needs.
Overview
2
2
years of professional experience
Work History
Associate, Investment Stewardship
Dimensional Fund Advisors
Charlotte, NC
09.2024 - Current
Routinely engage with issuer portfolio companies on topics ranging from long-term strategy and executive compensation, to environmental, social governance (ESG) related matters
Discuss voting policy and vote decisions with representatives from issuer portfolio companies, often including the CEO,CFO, General Counsel, members of the Board of Directors and investor relations professionals
Conduct in-depth research on key corporate governance topics and trends including background research on portfolio companies
Present and write up voting recommendations to internal team members for proxies across global holdings with a focus on executive compensation
Coordinate the compiling and analysis of information for quarterly, client specific and ad hoc reports
Maintain, inform, and update the voting policy based on market research and trends
Manage and analyze large datasets in excel to leverage the outcome for benchmarking and reporting needs
Perform compliance checks on vote instruction and policy application
Student ESG Analyst
Nasdaq
Remote
09.2023 - 05.2024
Analyzed emerging ESG public equity fund themes by conducting research through the
Bloomberg terminal, and rating agencies (e.g., Sustainalytics, MSCI, ISS, S&P Global)
Aligned identified funds to relevant sustainability reporting frameworks (e.g., TCFD, GRI, UN SDGs) and SFDR article classification when applicable
Developed reports on financial performance using Excel and analytical tools.
Conducted research on industry developments to support investment recommendations.