EFÀ propos de Emma
I am an experienced financial services and sustainability professional with a strong track record in complex project delivery, ESG, and governance. In my current consulting role, I lead end-to-end oversight of large-scale client migrations within banking mergers - coordinating cross-functional teams and taskforces, resolving complex issues, and ensuring seamless transitions for institutional clients.
Alongside this project management expertise, I specialise in Active Ownership, Proxy Voting, and ESG Integration. With over four years of experience in global asset management, I have led shareholder engagements with executives and boards, shaped stewardship strategies, and advised on corporate governance practices that strengthen responsible investment.
I bring added value through my ability to combine structured project execution with deep ESG and data management expertise, enabling clients to achieve operational excellence while advancing their sustainability and stewardship objectives.
Typical projects I deliver include:
- Large-scale client and system migrations (banking/asset servicing)
- Project Management, workflow optimisation, and stakeholder coordination
- Proxy Voting execution and stewardship framework development
- ESG reporting, analysis, and shareholder engagement strategies
Anglais
Bilingue ou natif
Allemand
Capacité professionnelle complète
Schweizerdeutsch
Capacité professionnelle limitée
Accepte de travailler sur site
Zürich (jusqu’à 50 km)
Expériences
- Adowa ConsultingFreelance ConsultantBANQUE & ASSURANCESmai 2025 - Aujourd'hui (1 an et 1 mois)Zürich, Switzerland
- IT, management consulting, & financial services, leading end-to-end oversight of asset servicing client migration within a large-scale bank merger, ensuring seamless transition across pre and post-migration phases.
- Acting as primary liaison and escalation point between stakeholders, task forces, and operational teams, driving resolution of complex issues and ensuring alignment with project timelines.
- Managing detailed playbook execution, coordinating cross-functional tasks, and maintaining qualitative client oversight to support custodian and investment banking activities.
- Delivering consistent progress tracking, readiness sign-offs, and transparent reporting to senior management while identifying bottlenecks and enforcing delivery milestones.
- Supporting operational continuity by addressing post-migration requirements, documentation, and residual task resolution across pension fund and institutional client segments.
- Helvetas Swiss IntercooperationProject Assistant Advisory Servicesjuillet 2024 - janvier 2025 (6 mois)Zürich, Switzerland
- Supported advisors and departmental directors by facilitating communication, preparing reports, and providing key project insights to guide decision-making and ensure alignment with objectives.
- Conducted budget tracking and forecasting to inform resource allocation, while preparing reports and insights to support advisors and departmental directors in aligning projects with strategic goals.
- Facilitated cross-functional communication and provided high-level project support, enhancing decision-making processes and ensuring smooth coordination across international teams.
- Credit Suisse Asset Management (Switzerland) AGSeniorActive Ownership Specialist (Assistant-Vice President)BANQUE & ASSURANCESjanvier 2021 - juin 2023 (2 ans et 5 mois)Zürich, Switzerland
- Sustainable Investing team Four years of global proxy voting experience using the ISS platform, with deep knowledge of corporate governance and ESG frameworks to align voting decisions with stewardship objectives.
- Led engagement with executives and board members to influence corporate governance and ESG practices, supporting active ownership strategies.
- Contributed to the development and implementation of proxy voting policies, interpreting governance guidelines and assessing shareholder resolutions in line with ESG and regulatory standards.
- Developed and authored key reports and publications (e.g. Active Ownership Report 2022, Hazardous Chemicals).
- Drove process improvements in data governance and operational workflows, and represented the organisation at industry events and working groups to build visibility and partnerships.
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Formations
- Certificate of Advanced Studies in Sustainable FinanceUniversität Zürich, Switzerland2020
- Bachelor in International Business & FinanceDublin City University, Ireland2012