As an impact research analyst, Jenny conducts impact research, articulating the positive societal outcomes of securities purchased on behalf of CCM’s clients. Her responsibilities include writing detailed reports on the firm’s fixed income holdings, tracking quantitative impact metrics, and preparing impact reports for separately managed accounts and mutual fund shareholders. She also supports all facets of client servicing for institutional investors, including updating client information, monitoring the account opening process, and assisting with issue resolution. Jenny collaborates closely with IT, marketing, and the investment team to oversee client impact reports, ensuring quality assurance for impact data points, impact themes, and impact stories. She is a member of the firm’s Impact and CRA Committee.
Biography:
Jenny joined CCM after spending two years at Barclays as an equity derivatives sales trader. She is a board member of the NYU Impact Investing Alumni Club. Jenny received her B.S. in Finance and Management, with a minor in Nutrition from New York University. She holds FINRA licenses: Series 7 and 63.