Open
Active Ownership Analyst
New York
Nov 6, 2024
Company Description:
Our client is one of the world’s leading financial advisory and asset management firms. Their Sustainable Investment & ESG team is responsible for deepening integration of material sustainability considerations across their investment platforms.
This includes partnering with portfolio managers on further enhancing their investment processes, coordinating and guiding the engagement and stewardship activities of their senior portfolio managers and experienced industry analysts, and developing and launching new sustainable investing strategies.
The team also works directly with clients around the world to understand their sustainable investment objectives and develop innovative solutions.
Job Description:
This is a new role and an exciting opportunity to build on the active ownership strategy they have built across their fundamental research platform and investment strategies and tailor this approach for their quantitative strategies. The indiviudal will need to have a dedicated focus on supporting proxy voting and engagement across the firm’s quantitative strategies. The ideal candidate will have a strong technical knowledge of global corporate governance practices, proxy voting and engagement expertise.
-
Support investment professionals to help demonstrate the value of fundamental research and its influence on voting decisions.
-
Conducting in-depth analysis of corporate governance practices to manage and help maintain a quant-only voting policy and lead governance engagements.
-
Reviewing and assessing proxy voting materials and providing informed recommendations
-
Collaborating with fundamental research teams to maintain sector knowledge influencing voting and engagement across governance, human and natural capital topics.
-
Supporting the escalation process for failed engagements.
-
Serving as the main contact point for proxy voting queries and supporting in-person engagement meetings in the US.
-
Support investment professionals to help evidence high quality, outcome-oriented engagements that either influence our investment decision-making and/or drive real-world outcomes.
-
Monitoring engagements to ensure real-world outcomes.
-
Meeting evolving stakeholder expectations and providing transparency on our stewardship activities.
-
Ensuring compliance with ESG regulatory requirements.
-
Identifying opportunities for thought leadership and disseminating insights to clients and prospects.
-
Contributing to the firm’s Net Zero research and frameworks.
-
Supporting collaborative engagement campaigns via bodies like CDP.
-
Assisting internal stakeholders on active ownership-related queries and acting as a liaison during US hours.
Minimum Requirements:
-
8 – 10 years of professional experience at an asset manager, asset owner, or proxy advisor.
-
Demonstrate technical knowledge of corporate governance principles, ESG issues, and sustainable investment practices.
-
Experience of engaging effectively with corporates at both C-suite and board level.
-
Ability to work collaboratively with different internal stakeholders to deliver the best outcomes for clients.
-
Self-motivated, entrepreneurial individual with the ambition to succeed in and work collaboratively in an environment that demands constant multi-tasking and liaison across regional offices, investment platforms and time-zones.
-
Pro-active attitude, team player acting as an effective ambassador for the London-based Stewardship team to help the team identify opportunities to do things better/differently to optimize the team’s success globally.
-
Strong interpersonal and communications skills, with the ability to build and maintain trusted relationships across all levels and be recognised as an effective collaborator.
-
Accountability and willingness to take initiative and continuously improve output.
-
Excellent knowledge of Excel, PowerPoint, and ability to use/develop internal reporting templates and software.
Contact.
Please note that due to high volumes of applicants we will only be able to respond to the people who meet the minimum requirements set out by our clients. Please also be assured that we have engaged directly with each client to ensure that the minimum requirements are as wide (low) as possible to allow for greater diversity.
Please refer to our privacy policy on how we store your data.
