Analyst, Active Ownership

3-5 years experience in asset management, financial services or another analytical field; experience in equities, responsible investing, sustainability or corporate governance a plus.

Qualifications

• Bachelor s degree in Business, Finance, Economics or related field (or equivalent experience)
• Certifications such as CFA, CFA ESG Certificate or other sustainability credentials a plus.

Responsibilities

• Work with responsible investing teammates, portfolio managers and investment colleagues to advance our ESG processes and active ownership strategy as an integrated component of our investment processes.
• Develop ESG and responsible investing domain expertise covering both external market trends and internal practices.
• Support targeted engagement with companies in our portfolios through research, scheduling, question formulation, and outcome tracking.
• Understand, integrate, and analyze proxy voting, engagement, and sustainability data for use in reporting, portfolio management and systematic investment strategies across a range of asset classes.
• Contribute to ESG and sustainability research with aim of strengthening active ownership and investment processes. This includes research on sustainability themes such as climate change, human capital, and governance.
• Assist in the development and implementation of ESG, responsible investing and sustainability risks policies and practices by collaborating with investment, risk, technology, and client-facing teams.
• Support the production of client materials, reporting, and communications to internal and external stakeholders.

Candidate Requirements

• High interest in acquiring domain expertise in the sustainable investing landscape
• Knowledge of MS Office including Excel. Power BI and programming languages such as Python, SQL. R and/or MATLAB a plus.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.