Jacqueline Oh Email & Phone Number

Zurich, Switzerland

Zurich, Switzerland

Responsible for expanding services around Sustainable Investment services- Acted as deputy of the Head ESG- Leading bank-wide working group to build, align and leverage investor ownership strategies- Defining taxonomy related to engagement activities and processes- Responsible for developing engagement policies- Collaborative engagement co-lead of PRI Advanced Initiative, focusing on social issues- Defining engagement framework with respect to business-conduct violations - Point of contact for client requests, supporting client-facing units- Co-led overarching ESG data project: analyzing methodologies of ESG data products (i.e. ratings, screening, impact, climate) with the goal to further refine ESG integration and SFDR (regulation) reporting requirements- Responsible for defining the “ENGAGE” section of the net-zero commitment report, Climate Action Plan- Co-authored the 2021 and 2022 Active Ownership Report for Asset Management, and the Swiss Pension Study 2021

Zürich Area, Switzerland

Responsible for establishing a start-up FinTech company in the field of cross-border and product suitability of investment products - Management of project portfolios (customized-solutions for banks, set-up of platform in Asia, etc.) and development of expansion strategy to extend footprint abroad - Driving the set-up of strategic partnerships with the aim to expand a) product & service offering and b) the linkage or integration to other IT solutions- Conducting various tasks concerning sales activities (pitches, presentations, etc.), analyzing regulatory requirements of funds, setting-up and reviewing contracts, recruiting new-hires, etc.

Zurich/ Bern/ Lucerne/ Geneva, Switzerland

Responsible for establishing the association from the ground up, including defining consulting services in responsible investing and executing active ownership practices on behalf of a group of institutional investors (representing CHF 250bn)- Implementation of mandate to ensuring operational readiness by defining processes, setting up a workflow tool, conducting accounting, developing communication concepts, conducting media packages, trademark protection, etc.- Management of portfolios screenings and company outreach (active ownership) strategies. Tasks included identifying companies that systematically and severely violate national and international laws, analyzing and verifying allegations against those companies, initiating and driving dialogues with companies, conducting on-site visits of operations to verify and assess identified risks, providing recommendations to association members with regards to mitigating ESG risks in investment portfolios- Networking to establish and foster solid relations with relevant stakeholders in and outside of Switzerland, including with Swiss government officials, large institutional investors, media, NGO’s and boards of trustees

Zürich Area, Switzerland

Responsible for strategic positioning and implementation of “Sustainable Investments” for Julius Baer globally− Assessed analysis on as-is situation, identified white spots and compiled a proposal on how to elaborate an offering for Sustainable Investments for the whole bank− Project Manager and Stream Lead for defining sustainable investment criteria (ESG) for the overall investment selection. Tasks included integrating sustainable investment criteria (ESG) into investment process and products, define marketing & communication efforts, develop sales trainings, and establish financial reporting− Conducted a concept to integrate sustainable investment criteria (ESG) for the overall investment selection and decision process, as well as establish a progressive rating framework for the product offering− Provide support and align a marketing & communication concept with overall Corporate Social Responsibility Strategy and research initiatives. Results are to be integrated into marketing and product brochures− Implementing required reporting framework which is to become a signatory for the UN Principles for Responsible Investment

Zurich

Responsible for setting-up, positioning and marketing a “Sustainable Investments” offering across all product classes− Evaluated criteria to define a rating framework across all product classes for Sustainable Investments− Implemented product flagging into the sales portal for front units and leveraged this information to set up portfolio solutions for advisory clients − Project Lead for a work stream of a bank-wide initiative to position Philanthropy, Impact and Sustainable Investments. Tasks included integrating Responsible Investments into the advisory process to address the topic with the clients, developed a Training concept to educate front units− Developed a marketing / branding concept for Credit Suisse’s Sustainable Investments− Conducted monthly training sessions for international, client-facing new joiners

Zurich

One Bank Collaboration - Strategic Client ProjectsPursuing cross-divisional business development by identifying joint business opportunities and initiating/leading projects to capture further cross-divisional business within Credit Suisse.

Zurich And Hong Kong

Business Development with focus on investment products and services within the Private Bank.

Zurich

Research Assistant at the Swiss Institute for Business Cycle Research (KOF) and Chair for Applied Macroeconomics

Zurich

Research Assistant at the Institute for Empirical Research in Economics- Chair for Information Economics & Contract Theory- Chair for Econometrics

Certificate Of Advanced Studies In Political Communications

Diploma In Advanced Studies, Renewable Energy Management

Certificate In Advanced Studies, Corporate Finance

Master'S Degree, Management & Economics