Experienced ESG (environmental, social, & governance) researcher and manager skilled in assessment of companies’ ESG performance. I've worked in a variety of ESG product areas to support different client needs - impact on stakeholders, financial materiality of ESG performance, and ESG screening. Seeking a full time role with either an ESG or Sustainability focus, or supporting necessary systemic change. I want to build on my client-facing work and managerial background and deploy my verbal and written communication abilities in a position that allows the flexibility to be:- involved in methodology decisions, - continue working with clients, or- gain direct experience in ESG/sustainability implementation in a corporate settingSpecialties: ESG equity research, research methodology development, client relations, scalable research, bespoke research, controversy assessment, corporate structures, screening, global norms, UN Global Compact, UN Guiding Principles on Business & Human Rights, Global Reporting Initiative (GRI), UN Sustainable Development Goals (SDGs), building relationships across teams, team management, project management, people management.
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Content StrategistExecutive Office Of Technology Services And Security Dec 2020 - Jun 2022Boston, Massachusetts, United StatesSupported authors and editors across state agencies with advice and documentation on effectively developing and presenting content on Mass.gov, the state government’s central website.- Collaborated with external partners and internal team members to develop a clear, simplified, low-text, registration form for COVID-19 vaccines to reduce confusion among site visitors and improve completion.- Revised and redesigned the front page of Mass.gov's internal knowledge base, providing authors and editors an updated, streamlined entry point.- Produced a weekly digest of site visitor feedback on COVID-19 vaccine registration, informing decision-makers across several agencies on emergent themes, and escalating new concerns.- Identified findability, taxonomy, and context improvements for data pages across Mass.gov, and worked with authors and SMEs to implement them, making data content accessible to new audiences. -
Methodology And Quality Lead, Esg ControversiesMsci Inc. Jul 2015 - Sep 2018Boston, Massachusetts, United StatesOwned overall quality and client satisfaction for the ESG Controversies offering, including oversight of highest-profile controversy cases, final responsibility for client queries, and evolution of assessment methodology.- Directed research on high impact controversies, including key oversight on over 40 major assessment proposals.- Proposed data-driven adjustments to methodology to ensure up-to-date treatment of changing issues. Topics addressed included data privacy, pipelines, bribery & fraud, riverine tailings disposal, among others.- Coordinated responses to client queries, grew the team's capacity to field queries, and migrated the process to Salesforce, improving response time and quality, and achieving highest client satisfaction ratings.- Built a new process and format to adapt research content for a monthly marketing newsletter to ESG clients. -
Research Team Lead - Senior Esg Research AnalystMsci Inc. 2013 - 2015Boston, Massachusetts, United StatesSupervised team of 8 - 11 analysts based in Mumbai, Manila, and US, providing annual ESG performance updates on 1,500 companies across all industries and driving coverage expansion.- Monitored progress and coordinated schedules and resources with other teams, meeting monthly and annual publication deadlines.- Co-chaired a methodology committee that provided guidance on assessment and approved approaches to industry coverage, supporting clients’ expectations for control and governance of ratings outcomes.- Systematically fostered analysts’ industry expertise by expanding opportunities for specialization and knowledge-sharing across teams, enhancing career path and job satisfaction while boosting research quality.- Created internal coordination resources that centralized problem-solving and decision-making, supplied training and documentation, in support of the launch of a new research process and major coverage expansion. -
Senior Associate - Industrials, Esg ResearchMsci, Inc. 2009 - 2013Boston, Massachusetts, United StatesLed team of 4 - 5 analysts in research of ESG performance for 450 global industrials sector companies.- Oversaw ESG ratings and reports for all Industrials companies for clients’ use in the investment process.- Defined key ESG issues for 15 industries, including aerospace, autos, and conglomerates; developed quantitative approaches to generate consistent and insightful ratings to support comparison across industries.- Guided analysts on content and process, overseeing and providing feedback on research design, final outcomes, and written profiles that drove consistency, anticipated critical questions, and ensured on-time delivery. -
Senior Esg Research AnalystKld Research & Analytics 2004 - 2009Boston, Massachusetts, United StatesLed team of 2 - 3 analysts covering ESG performance for Industrials sector and participated broadly in management and development of KLD’s research process.- Spearheaded development of methodology and taxonomy to enable new company scoring capabilities.- Conceptualized and wrote detailed design specs for a new research platform, supporting transition to web-based research tools and global content delivery.- Managed projects to revamp data collection and evaluation, enhancing process efficiency and client outcomes.
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Esg Research AnalystKld Research & Analytics 1997 - 2004
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Sam Warren
Senior Creative Director At Bojangles || Formerly Vaynermedia, Social Chain & BcwRichmond, Va3vaynermedia.com, elon.edu, bojangles.com2 +180451XXXXX
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Sam Warren
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Sam Warren
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