Helena Neave Email & Phone Number

London, Gb

• Supported the development and delivery of our global sustainability and ESG offerings for clients across the financial and insurance sector• Craft and execute bespoke client sustainability-related proposals and projects• Assist clients in adhering to sustainability regulation and targets via maturity assessments, DMAs, and sustainability pathways • Written a collection of articles focusing on sustainability-related topics and regulation including: Deep Dive into CSRD, CSDDD, SFDR, and EUDR

London, England, United Kingdom

• Worked across ESG research and solutions managing thematic products including SDG Solutions Assessment, SDG Impact Rating, Water Risk Rating • Led methodology projects, ensuring product quality and consistency through investigative annual reviews, input on product development, and alignment with regulatory updates and industry trends • Continuously monitored ESG-related data within our internal platforms to identify and solve any changes, anomalies, or possible enhancements• Collaborated with research teams, thematic task forces, and working groups, contributing to product innovation and thought leadership on key topics

London, England, United Kingdom

- Support in developing our advisory strategy each FY and lead on its delivery. During FY21/22 we exceeded our targets facilitating over £1.3m in donations, a 25% increase in repeat clients and 5% increase in total clients advised- Research and write evidence-based bespoke reports. I have written reports on cause areas including climate & conservation, health & wellbeing, and international development. Of these, more than half followed our recommendations- Producing our "How to Give Well" manual by liaising with other teams to ensure the right content, design and timeframes are met. The manual explores questions and misconceptions providing a reference for clients of good donor behaviour at any point in their giving journey - Building an impact framework, working with our research team to ensure the right metrics are used, to evaluate how effective our proposition is in changing donor behaviour- Developed an impact framework to evaluate the effectiveness of our proposition

London, United Kingdom

Lead on our advisory proposition for HNWIs providing support and guidance to maximise their philanthropic strategy, impact, and reach through our pillars of inspire, enable, and transform- Worked with a number of HNWI clients facilitating over £3 in donations - Create bespoke advisory reports highlighting neglected areas, and recommend high quality organisations- Establish and build a rapport with organisations across the charitable sector- Create, write, and support our thought leadership series ‘How to Give Well’. Examples include: How can donors best respond during humanitarian emergencies?, co-written pieces include Philanthropy and behavioural biases, Is there a right or a wrong way to give to charity?, and Philanthropic leverage- Carry out internal advisory workshops for my team to build up their skills

London, United Kingdom

• Uploaded executed trades to Unavista, ensuring compliance with MiFID II and EMIR reporting requirements • Reconciled financial statements from PBs, calculated PnL to verify against expected outcomes • Prepared weekly cash snapshots for the group, detailing cash at bank across PBs • Taking responsibility managing the office processing and executing invoices for various funds

Washington Dc

• Processed complex data of PC volunteer health records by coding diseases and illnesses to understand incidence of prominent diseases and how to prevent them• Transforming coded data into visual representations to evaluate Peace Corps’ objectives and health indicators, and whether these needed amending/updating• Presented and proposed recommendations on improving volunteers’ adherence to malaria prophylaxis after identifying commonalties to their lack of adherence• Wrote ‘Malaria Surveillance Summary Report’ based on cases of presumed/ confirmed malaria amongst Volunteers, calculating malaria incidence rate by country, region and gender and common methods of diagnosis

Gibraltar

- Liaising with clients via email- Completing a Master Spreadsheet with the relevant information of each Investor, filing hard and electronic copies of Investors' AEoI Form- Creating a separate report for US and UK based Investors due to deadlines, scanning and hyperlinking the forms

Master Of Science (Msc), Biology And Control Of Parasites And Disease Vectors, Upper Second Class

Activities and Societies: Intercalating representative for the "Liverpool Friends of MSF" society Student Representative

Bachelor Of Science (Bsc), Bioveterinary Science, Upper Second Class

Activities and Societies: Boxing

International Baccalaureate (Ib), 35