Senior Supervising Analyst
Current- Published proxy voting research for U.S. companies with a focus on S&P 500 and Russell 1000 companies
- Managed a team of analysts located across the U.S. and the Philippines
- Researched SEC filings (e.g., 10-Ks, 10-Qs, 8-Ks, DEF 14As, etc.) to present concise, relevant insights and recommendations to institutional investor clients
- Managed the dual-listed and foreign private issuer reports, evaluating proposals to determine whether support from another market analyst was necessary
- Traveled to the Philippines in January-February 2023 to set up our new offices there and train a brand new team
- Developed research tools and process for accurate and efficient research