Our investment client provides independent advice on M&A, strategy and equity and debt financing, as well as investment and wealth management solutions.They are looking for a senior investment professional who can drive their active ownership strategy across their Wealth Management business.
The primary purpose of this newly created role is to develop and drive the active engagement strategy, with a specific focus on their direct equity holdings.
The candidate will work closely with the equity analyst team and focus on direct engagement with senior management of investee companies on sustainability issues.
This individual could potentially grow into a portfolio management role for their sustainable investment strategies
Oversight of all aspects of the active ownership strategy
Lead and structure company engagements
Initiate collaborative engagement with other investors and stakeholders, where appropriate
Ongoing monitoring and documentation of progress on engagement to defined milestones
Analyse, propose and document decisions on proxy votes
Participate in industry activities to stay up to date on new developments and best practices
Participate in client meetings to provide updates on active engagements and the stewardship strategy
Create presentation material for clients and client advisors relating to stewardship activities
Support the preparation of UN PRI filing, annual ESG report and annual Stewardship Code report.
This also involves peer competitor analysis to identify company weaknesses and opportunities to improve.
Effectively communicate the company's efforts to the different stakeholders and create an industry network to share best practices.
Contribute to idea generation for their sustainable investment strategies
Skills and requirements:
Experience in corporate governance, stewardship and Sustainability.
Experience in equity research
Engagement experience across a variety of markets and ESG topics
Strong understanding of sustainability issues and how they relate to financially relevant investment outcomes
Clear interest and passion for Sustainability and improving company and industry performance
Confidence and experience in conducting meetings with senior executives of investee companies
Strong interpersonal skills and effective stakeholder management
Excellent writing, communication and presentation skills
Please apply now if you would like to be an agent of change, helping companies to manage their sustainability risks and opportunities better, leading to better investment outcomes and creating more positive outcomes for society and the environment.
Please also apply if you would like to work for an organisation where Sustainability is firmly embedded in the investment analysis they do.
Their preference for managing concentrated portfolios, combined with the scale of their business, means they are material shareholders of the companies they invest in. This allows them to establish trusted long-term relationships with management.