Gerlyn Claveria

Fixed Income - Eurobonds

• Strengthened collaboration between research analysts and traders through regular communication of market insights and trading ideas in LSEG database.
• Developed policies providing guidance on best practices in fixed income research and analysis used across London Stock Exchange's fixed income team in Philippines, Japan, Bangalore, Beijing and Korea.
• Analyzed and summarized multiple types of fixed income instruments for clients need.

Department: Sustainable Finance & Investments

• Managed multiple projects simultaneously, ensuring timely completion and adherence to client specifications.

Projects Handled:

Green Revenue: Fixed Income and Multi-Asset

• Identifies Green Revenues as those that are derived from products, goods and services that have a positive environment utility.
• Provide relevant data to large institutional investors who integrate Green Revenues data into their investment processes through Green Revenue Indexes.

Climate Data Project

• Assessing companies with their initiatives and participation in addressing climate change.
• Identifies GHG emissions and Green Capital Expenditures (CapEx).
• Reviewing quantified reports regarding Financial Planning, Investments, Purchased Electricity and Energy, Internal Carbon Pricing, Carbon Offsets/Credits, etc.

Environmental, Social and Governance

• Assessing companies with their participation in ESG.
• Collected, arranged, and input information into database system.

• Ensuring compliance with federal, state, and local legal requirements.
• Maintained and processed invoices, deposits, and money logs.
• Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
• Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
• Completed tax forms in compliance with legal regulations.