Lokesh Jain
Navi Mumbai
Summary
ESG and Risk professional with 8+ years of experience assessing sovereign, financial institution and corporate risk across ESG, climate and regulatory dimensions. Strong expertise in monitoring macro-policy developments, producing credit-relevant risk opinions, managing analytical portfolios and communicating insights through high-quality reports and presentations. Experienced in working with global regulatory frameworks and supporting data-driven risk decision-making. Dedicated to enhancing team performance through diligence, meticulous attention to detail, and exceptional organizational abilities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Corporate Solution Analyst
Morningstar Sustainalytics
01.2022 - Current
- I worked as a Project Lead and Member, and I have delivered over 55 Second-Party Opinions (SPOs), Annual Reviews, and Eligibility Guides for green, social, sustainable finance, sustainability-linked loans or bonds, and transition instruments for issuers, which include sovereigns, financial institutions, and Fortune 500 companies.
- Opined on sustainable finance frameworks against principles laid down by ICMA, LMA and LSTA, which also included assessing alignment with international standards such as SASB, TCFD, CSRD and GRI.
- Monitored macroeconomic, policy, regulatory, and political developments impacting sovereigns, financial institutions, and corporates, with a focus on climate policy, energy transition pathways and sustainable finance regulation.
- Conducted comprehensive environmental and social project risk assessments, including climate, transition, physical, and reputational risks, using internally developed taxonomies, CBI, EU Taxonomy and other internationally recognized standards; evaluated issuer policies, governance frameworks, and mitigation measures, and identified material ESG and climate risks through Sustainalytics internal tools and external benchmarks such as SASB.
- Authored independent credit-relevant ESG and climate risk opinions through Second-Party Opinions, Annual Reviews and Eligibility Guides for sovereign, sub-sovereign and corporate issuers.
- Calculated and evaluated client GHG emissions, emissions trajectories, transition plans, and sustainability targets in comparison with historical performance, peer benchmarks, and external standards, including SBTi and TPI to evaluate risk exposure and forward-looking sustainability performance.
- Collaborated and handled client communications with issuers and underwriters from investment banks such as Barclays, Citi, and Santander Bank to develop and assess bond and loan frameworks, thereby assisting companies in issuing debt in sustainable markets.
- Conceptualized, designed, and presented PPTs to clients. Strong presentation skills which include making charts, graphs and dashboards to ease communication.
ESG Research Analyst
S&P Global
01.2019 - 01.2022
- Analyzed Annual Reports, CSR Report, Proxy Statement, Policies and Articles of company to gather information with regard to Economic, Environmental, Social and Governance-related data and for evaluation and interpretation of financial metrics.
- Engaged in various ESG initiatives, such as ESG scoring, media and stakeholder analysis, and ethical screenings within the ESG framework.
- Actively involved in the strategic planning of manpower capacity and scheduling deliverables.
- Trained team members on various methodological enhancements and ESG concepts.
- Collaborated with senior leadership to improve the ESG score methodology by incorporating sector-specific key performance indicators (KPIs) and implementing a rigorous quality assurance process. This methodology was utilized as a quantitative measure to assess the effectiveness of the data collection team.
Associate Analyst
SG Analytics
01.2018 - 01.2019
- Conduct sustainability research & analysis of companies across multiple sectors on ESG companies.
- Comprehensive quantitative and qualitative parameter research for different projects.
- Understand and analyze company Policies, Processes and Commitments towards its Stakeholders, Society and Environment.
- Ethical Screening for the company's investment.
- Conduct company research to provide them with Standard Industrial Classification (SIC) codes.
- Increased customer satisfaction by resolving (Product or Service) issues.
Education
MBA - Financial Services
School Of Economics (DAVV)
Indore01.2017
Bachelor of Commerce -
P.M.B. Gujarati Commerce College (DAVV)
Indore01.2014
Skills
- MS Excel
- PowerPoint
- Liaison and Coordination
- Entrepreneurial Mindset
- Data Analysis
- CAPIQ
- Bloomberg
- Familiarity with SQL
- Familiarity with Python
- Team Member
- Interpersonal and client communications
- Leadership Skills
- Drafting Reports
- Stakeholder engagement
Certification
• Sustainability & Climate Risk (SCR), Global Association of Risk Professionals (GARP)
• Financial Modelling, FinOptions Institute of Financial Studies
• Managing GHG Emission (ISO 14064), British Standards Institution (BSI Group)
• Reporting with the GRI Standards, Global Reporting Initiative
• CSRD Fundamentals, CSRD Institute
• Financial Modelling, FinOptions Institute of Financial Studies
• Managing GHG Emission (ISO 14064), British Standards Institution (BSI Group)
• Reporting with the GRI Standards, Global Reporting Initiative
• CSRD Fundamentals, CSRD Institute
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Corporate Solution Analyst
Morningstar Sustainalytics
01.2022 - Current
ESG Research Analyst
S&P Global
01.2019 - 01.2022
Associate Analyst
SG Analytics
01.2018 - 01.2019
MBA - Financial Services
School Of Economics (DAVV)
Bachelor of Commerce -
P.M.B. Gujarati Commerce College (DAVV)