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• Analyzed large data sets to track market trends for publishing in our annual Season Review distributed to institutional investor clients