As an impact research analyst, Jenny is responsible for researching and writing impact investment summary reports including articulating the positive impact outcomes of securities to society and tracking relevant quantitative impact and ESG metrics. She also assists with all facets of client servicing for institutional investors, including updating client information, monitoring the progress of the account opening process, and working with clients to resolve issues. Jenny works closely with IT, marketing, and the investment team in overseeing client impact reports including quality assurance with respect to impact data points, impact themes, and impact stories.
Biography:
Jenny joined CCM after working at Barclays as an Equity Derivatives Sales Trader for two years. Jenny received her B.S. in Finance and Management and a minor in Nutrition from New York University. She holds FINRA licenses: Series 7 and 63.