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Work Background
Boston Consulting Group (BCG)Sustainable Finance & Investing, Global ESG Manager
Aug. 2022Boston, Massachusetts, United StatesSpearheads the development of sustainability best practices and playbooks including ESG reporting, impact measurement, strategic pillars and operations’ energy / emissions / climate strategy • Manages private equity clients’ ESG measurement and outcome tracking process, resulting in the collection of KPI metrics and development of ESG external reports to LPs and other stakeholders
• Successfully utilizes ESG frameworks ( UN PRI, TCFD, GRI, SASB, EU Social Taxonomy, etc.), enabling the understanding of ESG implications across the investment life cycle and articulation of actionable thematic strategies that drove growth and impact
• Developed the BCG ESG Materiality Heatmap to assess positive financial value capture and downside risk
• Plays a key role in supporting ESG data collection and reporting efforts, encompassing compliance with TCFD, CSRD, and SFDR, to enhance transparency and alignment with industry standards
• Designs asset-level ESG initiatives with a strong emphasis on enhancing energy efficiency, implementing decarbonization solutions, stakeholder engagement, building certification strategies and closely monitoring their impact
• Designed new taxonomy and evaluation metrics to determine investment alignment with diverse values-based strategies
• Collaborates to foster a cohesive approach to impact/sustainable product development for leading European banks
• Develops overall impact investment frameworks by conducting opportunity sizing and key societal challenge prioritization to determine investment alignment with diverse values-based strategies
• Creates knowledge, mobilize key partners/stakeholders, and compels action to drive socially equitable and profitable action
• Prioritizes both value creation and impact across leading banking clients' full scale of operations - including the enterprise level, core business lines, and strategic initiatives
NorthStar Asset Management, Inc.Investment Advisor - Investment Committee Member
Dec. 2020 - Aug. 2022Boston, Massachusetts, United States• Develops investment policy statements for socially responsible portfolios across a broad client base including foundations, family offices and UHNW individuals
• Advised clients on their investment selections, curated and proposed private equity investments, and assisted in preparing shareholder activism proposals
• Recommends socially responsible non-publicly traded CDFIs, micro-lending bonds, and innovative private equity investments • Articulates to clients the economic environment, portfolio performance, security holdings and overall market opinion
• Investment Committee member – Contributed to idea generation with the goal of adding idiosyncratic stock performance alpha
• Contributed to shareholder activism proposals to address social and environmental concerns
Alex. Brown, a Division of Raymond JamesBusiness Strategy Associate to the COO and CFO
Sep. 2016 - Oct. 2020Greater New York City Area• Drove the strategy and implementation of critical projects to create new product and service offerings, expand alternatives investment platform, and enhance processes for institutional and UHNW client segments
• Founded and authored the Daily Competitive Intelligence Brief, a thought leadership publication on market & industry trends
• Analyzed, created and distributed monthly, quarterly and annual financial performance reports/metrics to Sr. management
• Prepared and delivered weekly written and oral presentations to enable senior management to execute strategic decisions
• Drove content development for marketing materials to ensure messaging is relevant, differentiated and impactful
J.P. MorganPrivate Bank Capital Advisory Analyst
Sep. 2014 - Aug. 2016Greater New York City Area• Structured lending solutions to assist clients in maintaining their liquidity by providing the financial flexibility to respond to time-sensitive opportunities. • Spearheaded underwriting by performing due diligence, price negotiation & legal document review.
• Managed deal execution by effectively coordinating with senior deal team members & managing client expectations. Key Take-away: Proved I am able to prioritize and work on multiple assignments concurrently to meet conflicting deadlines in a fast-paced work environment
Deutsche BankInvestment Strategy and Special Solutions Intern
Jun. 2013 - Aug. 2013Greater New York City Area• Drafted and updated marketing and due diligence materials, including Placement Memoranda and pitchbooks, for the KKR Alternative Corporate Opportunities Fund; compiled research and draft briefing notes on prospective investors • Constructed financial models to illustrate the driving operating leverage across DB's Wealth Management businesses by designing and leading key productivity and efficiency projects
• Proposed executive solutions for developing and implementing corporate strategy for DB's private wealth management businesses
• Assisted the Key Client Partners Group in providing ultra high net worth clients access to the Capital Markets using a plethora of equity, fixed income, foreign exchange, and structured products solutions
• Prepared newsletters identifying potential investment opportunities resulting from global market movements, specifically Eurozone developments, for daily distribution to Deutsche Bank’s Private Wealth Management Group • Pitched investment products and wealth management solutions to a mock client for the Summer Challenge Project; created a holistic asset allocation proposal and family foundation
UBS Wealth ManagementIntern
Aug. 2011 - Dec. 2011• Provided key input and support in the creation of a consolidated financial model and pitch presentations for potential investors (both private and institutional); engaged in the due diligence process by analyzing key risk facts and their corresponding mitigates, as well as working hand in hand with the legal team reviewing primary acquisition documents. • Conducted exhaustive reviews of private wealth client portfolios to assess strategies based on objectives and risk profile; identified opportunities and prepared customized financial research and analysis on publicly traded securities in Asian and North American countries
• Drafted weekly economic updates with aggregate asset trading flows, trend evaluations, and market data
ChanelIntern - Allocations Analyst
Jun. 2011 - Aug. 2011Greater New York City Area• Aggregated target data, based on current market/sales, in order to assist in formulating a distribution strategy for the product launch of PERFECTION LUMIÈRE
• Developed models that enabled multiple types of business users to quickly find historical facts, information in motion, trends, and probabilities that allowed for better alignment on strategic decisions. • Constructed a predictive database using Cognos Business Intelligence software of future product distribution based on the consolidation of data from the past 10 years
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