Zhan SHI

- Analyse ESG et d’impact de sociétés cotées à l’aide du cadre interne GREaT, sur la base de rapports annuels, extra-financiers et de données issues de fournisseurs comme ISS et MSCI - Contribution à l’amélioration de la méthodologie interne d’investissement à impact (définitions, pondérations, scoring) - Appui à la mise en œuvre des réglementations européennes (SFDR, Taxonomie, MiFID II) à travers le suivi des indicateurs et la classification des fonds - Participation à la préparation des votes en assemblée générale et au suivi des engagements via la collecte, la structuration et la synthèse d’informations extra-financières

– Conducted in-depth ESG data analysis, improving data accuracy – Implemented key EU regulations (SFDR, Taxonomy, MiFID II) within asset management processes and financial products – Contributed to UBP’s sustainable initiatives, including the Net Zero Asset Managers initiative and TNFD Forum, ensuring adherence to reporting requirements – Assisted in RFPs & investor communication, contributing to fundraising efforts – Co-edited key sustainability reports including 2023 Sustainability & TCFD Report, UK Stewardship Code Report, PAI Report, and Voting Report, ensuring accuracy and compliance with ESG standards

– Interacting with partners, management, and communication – Monitoring the production of collaboration programs – Real-time translation work for communications and documents in Chinese, French, and English

- Inventory management in import and export processes - Preparation and participation in strategic meetings regarding commercial decisions - Supervision of new staff members

- Customer Relationship Management (calls, emails) - Assistance to management and workflow optimization

- Corporate valuation through financial modeling - Private equity strategies - Fintech, centralized/decentralized finance

- Responsible portfolio management - Importance of extra-financial factors and their impact on investments - CSR Audits - Corporate Social Responsibility