Investment Analysis With Esg Focus
* Fixed Income Research (Jun '21 to Aug '21) - Conducted research projects in financials and municipals analyzing, valuing, and pitching issuances with additional focus on ESG factors and sustainable-linked bond (SLB) investment opportunities- Received training in assessing the credit quality of issuers and structural features of securities in the bond and money markets, with a specialized focus on macro and ESG analysis* ESG Equity Research (Oct '20 to Jan '21) - Worked directly with Head of ESG Investing, supporting ESG integration efforts across asset classes and equity fund launches - Analyzed 15+ companies using proprietary quantitative and qualitative frameworks for assessing ESG and diversity leadership - Collaborated with fundamental and quantitative analysts on research related to ESG ratings and modeling, considered practices that ranged from lithium mining, data security to company-set greenhouse gas emission targets* Rotational Asset Management Intern (Jun '20 to Aug '20) - Gained exposure to Fidelity’s six asset classes, with projects that integrated ESG considerations across equity, fixed income, and alternative asset classes- Delivered presentations to senior management, directors of research, and sector analysts on topics including equity research based on financial modeling, longevity-focused retirement planning, high-yield bonds, and post-COVID-19