Shubham Patil

Governance Analyst - Proxy Voting @Iss Institutional Shareholder Services

Mumbai, IN

JIRA Management & Data Verification: Managed JIRA tickets efficiently, conducted data verification checks, and resolved client queries to ensure data accuracy and maintain responsiveness.Cross-Functional Collaboration: Partnered with the Data Strategy team to streamline data collection processes, addressing methodology gaps and clarifications.Root Cause Analysis: Performed in-depth analyses to identify underlying issues and implemented effective solutions, improving data quality and operational workflows.Reporting & Analysis: Compiled and presented weekly reports on JIRA and data verification errors, offering insights, proposed solutions, and updates to key stakeholders, aligning with governance frameworks and internal compliance standards.Training & Specialization: Acted as a subject matter expert, training coordinator, and peer reviewer, guiding co-analysts in Manila and Mumbai on data collection methodologies.Data Collection & Review: Conducted detailed desk-based research to collect and analyze data by reviewing publicly available corporate disclosures such as Annual Reports, CDP, GRI, TCFD, SASB, and BRSR, while adhering to established data collection protocols.Voting Policy Implementation Support: Collaborated with internal teams to ensure alignment of collected data with client-specific voting policies and guidelines, supporting informed decision-making processes.

PTVA’s Institute of Management

Master's in Management Studies, Finance and Financial Management Services

Chetana's Institute of Management & Research

BMS, Finance