Key Responsibilities
Independent Project Management
Full ownership of multi-year projects including CCLA, PRI, and FAIRR. Managing all client calls, deadlines, and deliverables without supervision.
AI & Automation Development
Building RAG systems, automated benchmarking tools, and document processing pipelines using Gemini AI, achieving 80%+ efficiency gains across projects.
Team Support & Mentoring
Supporting the wider team with fast-turnaround analysis, creating demos for business development, and mentoring analysts on technical and project work.
Technical Innovation
Developing new capabilities including RAG for quote extraction, automated document formatting with HTML, and greenwashing detection tools.
Projects I've Managed
CCLA Modern Slavery Benchmark
3-Year Partnership
Full ownership of CCLA's relationship with Canbury. Leading all client calls, setting deadlines, delivering data outcomes, and managing expectations independently. Built comprehensive benchmarking automation that significantly improved efficiency across all benchmarking work.
UN PRI Net Zero Regulatory Analysis
Regulatory Benchmarking
Developed formal project plan covering scope, timelines, and team resource allocation. Pioneered AI agent automation for research steps, including gathering and processing regulations, significantly improving efficiency through improved benchmarking technology.
Ben McQuhae Legal Benchmarking
Legal Compliance Analysis
Independently managed the entire project lifecycle: kickoff, client calls, and delivery at every stage. Built robust automated AI methodology for benchmarking which enabled fast demo creation for other clients. Established foundational document caching infrastructure now used across projects.
CGI Phase 2
Data Extraction Project
Managed UK side of returning client project. Created clear project plan, allocated team resources, and delivered early to client satisfaction.
De Nieuwe Beurskoers
Modern Slavery Analysis
Full independent management from client calls through delivery. Explained methodology nuances and delivered all work ahead of deadlines.
Team Support & Demos
Projects Assisted
FSI Quantification Risk Models
Data processing, Yahoo Finance integration
JO Hambro TCFD Benchmarking
Client & peer report analysis
ENCORE Nature Analysis
Brightwell, Generation IM, Coller
CGI Phase 1 & Chelverton
Emissions benchmarking, TCFD pre-population
Demos Created
Alpha FMC Dynamic Analysis
Novel comparative benchmarking approach
Mubadala ESG Suite
Nature, governance, environment, modern slavery
FAIRR Food Safety Benchmark
Mowi case study
Vanguard, Equileap, FrenchSIF
Say on Pay, Gender, CAC40 benchmarks
Technical Innovations
RAG Quote Extraction
Developed retrieval-augmented generation process using OCR to pull exact quotes from documents, removing the need for manual quote checking in large-scale analysis.
Automated Document Formatting
Created process for generating professional documents using HTML code, improving on existing LaTeX approach. Shared with wider tech team for adoption.
Greenwashing Detection Tool
Built web platform for uploading and analyzing documents against greenwashing rules, prioritizing user experience and client accessibility.
Automated Prompt Iteration
Developed system for automating prompt production and iterations based on internal and client feedback, improving output quality systematically.
Client Portfolio
Delivering high-impact ESG analysis and automation for leading institutional investors:
CCLA Investment Management
3-year Modern Slavery Benchmark
UN PRI
Net Zero regulatory analysis and tracking
FAIRR Initiative
Protein producer ESG benchmarking
CGI Group
Multi-phase data extraction projects
Ben McQuhae
Legal regulatory compliance analysis
De Nieuwe Beurskoers
Modern slavery benchmarking