Primary Investments

Primary Investments

• Directly supported Senior Client in generating PE industry research materials for expert network distribution in the ESG space• Researched the global landscape of gender-specific sustainability bond indexes as a direct consultant for UN WomenSelected Research Experience: Gender-Wise ESG Solutions Providers• Conducted benchmark analysis over a group of 8 ESG Solutions Providers, considering a variety of factors including SDG 5 alignment, UN partnership opportunities, and material gender-specific research accessibility• Developed an in-depth scoring methodology based on scope and scale to equitably rank the providers evaluated, and subsequently map them on a comprehensible plane• Received reference in the Executive Summary submitted directly to the UN Women Sustainable Finance team

Primary Investments

• Created Excel VBA code and RStudio scripts to automate monthly processes in the actuarial department• Analyzed profitability potential of current and future books of business on 3-5 incoming program submissions weekly, and drafted reports to present to the executive team• Restructured company’s data-tracking system on Excel for more efficient processes from the top down, saving the Director of Business 2-3 hours weekly on assessing the status of active and pending books of business