William Romary Email & Phone Number

New York, New York, United States

Sustainability• Developed a quantitative framework for evaluating and comparing sovereign and corporate adherence to environmental, social, and governance principles.• Track all emerging market sustainable bond issuance and performance; review and compare new labeled bond issues and issuers’ sustainable bond frameworks.• Actively engage with corporate and sovereign issuers to discuss their sustainability programs and labeled bond issuance. • Explain the group’s ESG integration process, methodology, and the performance of ESG-aware portfolios to clients and internal constituents.• Respond to internal and external requests for portfolio and strategy-specific ESG metrics.• Manage the implementation of the group’s sustainability policies and contribute to the formulation of firmwide ESG policies with Lazard’s ESG team, Compliance, Legal, and other departments. • Co-author quarterly letter to clients that reviews sustainability scores and trajectories, engagement efforts, and themes and market developments. Author longer thought pieces on ESG trends and developments in the emerging markets asset class.

New York, New York, United States

Sovereign Credit Research• Conducted sovereign credit research on emerging market countries in Latin America, West Africa, Eurasia, and Eastern Europe, and recommended investment positions for a benchmarked emerging markets sovereign external debt strategy; a benchmark-aware blended external and local market investment strategy; and an unconstrained total return investment strategy.• Provided investment recommendations based on real-time financial, economic, and political developments as well as longer-term credit trends. Presented recommendations in formal written reports and oral presentations to portfolio managers, research peers, and clients.• Developed quantitative tools to evaluate the relative value of newly issued and existing bonds, monitor bond performance, and recommend shifts in portfolio positioning based on projected spread targets for the 66 country constituents of an emerging markets index.• Identified and monitored global credit conditions and technical factors that influence emerging markets performance.• Streamlined and maintained an economic database that tracks 11 years’ worth of historical and projected economic and credit indicators for 80 countries.• Contributed to annual sovereign outlook publication for more than 75 emerging markets countries.• Traveled frequently to emerging markets countries to discuss macroeconomic and political conditions with government officials and private sector representatives.

New York, New York, United States

• Analyzed creditworthiness of Latin America region and recommended investment strategies for dedicated emerging markets fixed-income portfolios.• Assessed potential impact of global macroeconomic conditions on Latin American capital markets.• Developed and maintained analytical tools to evaluate and enhance portfolio performance, including daily and monthly attribution analysis, risk analysis, and cross-country bond price and spread comparisons.• Created database that facilitates comparison of credit conditions in 73 emerging markets countries.• Authored weekly, monthly, and semi-annual reports on global and regional credit trends and portfolio performance.• Educated clients, prospective clients, and management about asset class, investment strategy, and portfolio performance.• Traveled frequently to Latin America to meet with senior government officials and private-sector analysts.• Fund named Fund of the Year in 2010, 2011, and 2012 by Morningstar Japan, and identified as one of the three best-managed global emerging market bond funds in 2011 by The Financial Times.

New York, New York, United States

• Conducted economic, political, and securities market research on leading Latin American economies.• Co-authored weekly research publication with worldwide circulation exceeding 3,000.• Developed and authored daily research product on regional political and economic developments.• Commented on economic developments during daily meetings with internal sales and trading staff, regular contact with clients, and occasional interviews with print and television journalists.• Traveled regularly to region to meet with business and government representatives.• Co-managed staff of four.• Part of team receiving runner-up vote for best Latin America economic analysis in 1997 poll by Institutional Investor magazine.

New York, New York, United States

• Co-authored weekly research publication that analyzed macroeconomic and political developments in eight Latin American countries and their effects on Latin securities markets.• Presented economic analysis during client visits and daily meetings with sales and trading staff.• Part of team ranked No. 1 for Latin America analysis in 1993 and 1994 Greenwich Associates survey; runner-up in 1993 and 1994 Institutional Investor polls.

Boston, Massachusetts, United States

• Conducted econometric analysis to identify manufacturing industries with potential for increased exports to Asia.• Researched trade flows and economic trends.• Assisted with design and implementation of export promotion activities.• Devised and maintained database to track sales and prospects.

London, England, United Kingdom

• Researched U.S. investment in the European Community and identified growth industries for business development by The Royal Bank and Banco Santander of Spain.• Analyzed E.C. investment incentives, tactics for penetrating the European market, and banking needs of companies preparing for European union.• Proposed strategies for strengthening the alliance between the two banks.

Washington, D.C.

• Acted as liaison between Washington headquarters and overseas staff in Senegal, Guinea, and The Gambia, West Africa.• Evaluated and advised on program planning, training, budgeting, and staffing.• Prepared and defended three countries’ annual management plans and budgets before senior Peace Corps officials.• Monitored the political and economic climates of overseas posts.• Represented the agency to government and private organizations.• Led training seminars.

Arlington, Virginia, United States

• Assisted with the design and execution of large-scale corporate events.• Managed accounting of budget exceeding $2 million.• Expanded departmental computer system and trained employees in its use.• Translated materials from Spanish and French to English.

Mauritania, West Africa

• Taught basic gardening techniques in a remote sub-Saharan village.• Represented sixty volunteers in bimonthly meetings with Peace Corps country director and U.S. ambassador.• Assisted with volunteer training and placement.

Master’S Degree, Public Policy, Concentration In International Trade And Finance

Activities and Societies: Class advisor to international students

B.A., Political Science And Spanish Literature

Activities and Societies: Provost’s Honor ListUniversity of California Education Abroad Program, Madrid, Spain