Post Job Free

Resume

Sign in

Investment Research, Sustainable Investing, Impact Investing

Location:
Boston, MA
Posted:
March 06, 2024

Contact this candidate

Resume:

BELKIS MONTAS

Boston, MA 857-***-**** ad35jy@r.postjobfree.com

EDUCATION

Northeastern University, Boston, MA May 2023

Bachelor of Science Degree in Economics and Environmental Studies GPA 3.69 Cum Laude, 3x Dean’s List, 1st place MA Squash League 2023 PROFESSIONAL EXPERIENCE

Wellington Management June 2022- December 2022

Investment Research & Climate Change Research Co-op

• Performed climate change risk assessment on over 25 companies per week, using mapping software to prepare scenario-based forecasts, combining qualitative and quantitative information and presented to Portfolio Managers.

• Analyzed over 200 large and mid-cap company sustainability reports through CDP, GRI, and TCFD frameworks to perform gap analysis on sustainability disclosures based on peer and industry performance.

• Monitored climate change and capital market conditions to aid in the development of climate investment tools. Back Bay Life Science Advisors May 2022- June 2022 Research and Development Consulting Intern

• Identified and characterized 5 key trends within emerging markets in life sciences, such as drug discovery and digital therapeutics to be synthesized into pitch decks, creating concise key takeaways for future client engagements. Enel X July 2021- January 2022

Production Implementation Co-op

• Resolved 90% of caseloads pertaining to metering and site registration to track deliverables and KPIs.

• Developed cross-functional relationships, utilizing data tools to increase operational productivity by 20% in B2B sales support and achieving profitability improvement in cash flow simulations for battery storage and solar projects. Massachusetts Clean Energy Center July 2020- December 2020 Production Management Co-op

• Communicated effectively with stakeholders to facilitate production-based renewable energy incentive programs.

• Analyzed over 5 years of statewide data to identify trends in solar energy production and pricing, demonstrating the company's progress in reducing non-renewable energy emissions. LEADERSHIP & EXTRACURRICULARS

SquashBusters 2.5/3.5 Squash League September 2022- Present Co-Captain

• Manage a team of 8+ players, schedule matches, and create training plans inclusive of varying skill levels. Undergraduate Women Investment Network, Loomis Sayles September 2021- April 2022 Mentee

• Mentored by experienced investment strategist, set goals for professional development, and attended bi-monthly deep dive sessions on corporate bond strategies, capital risk, and buy/sell side trading fundamentals. NUImpact September 2021- January 2022

Research Analyst

• Conducted due diligence on 30+ Boston area startups with a commitment to ESG, analyzing cash flow statements and company structure to make recommendations for a $25-50k capital investment to our advisory board. Northeastern University September 2020- September 2022 Resident Assistant

• Managed a group of 40+ university residents, aided in conflict resolution and intrapersonal relationships and executed multiple events on community building and professional development. United States Society for Ecological Economics January 2021- May 2021 Lead Researcher

• Conducted ESG analysis on food waste across the supply chain, set goals for building a food resilient community.

• Curated research format and distributed to 250+ participants, gathered and interpreted data to implement solutions. ADDITIONAL SKILLS

• Language: Fluent in Spanish

• Tech: Proficient: Salesforce, Microsoft Office (Excel and PowerPoint), Bloomberg, Tableau and ArcGIS



Contact this candidate