Senior Sustainable Investment Consultant & Strategy Lead

Category Investment Consulting

Overview

The Investment Consulting Business Area provides investment consultancy services to institutional investors such as pension scheme trustees (DB and DC), employers, corporate entities, universities, charities, local authorities, endowments and foundations.

We are a growing team offering a wide range of areas of expertise including:

the provision of tailored, sophisticated investment strategy advice for our clients;
working together with other BW Business Areas to provide a market leading holistic approach to risk mangement;
helping our clients to understand and implement sustainable investments strategies;
providing expert advice to organisations with a long term investment horizon, such as endowments and foundations;
enabling trustees to gain independent confidence in their fiduciary management arrangements, via the use of our fiduciary management evaluate service; and
involvement in a wide range of investment research areas, underpinning our ability to provide clients with the advice they need.

We are looking to recruit a Senior Sustainable Investment Consultant and Strategy Lead to help support the strong growth our Sustainability Team has generated and plans for the future.

Responsibilities

To take the lead in advising the Sustainable Investment Team on overall strategy.
To support colleagues across BW to understand strategic plans in relation to sustainability and how their work connects to the overall strategic priorities and goals.
Generate sustainable investment thought–leadership.
Undertake research on sustainable investment.
To support the growth and development of the Sustainable Investment Team offering to clients, both existing and potential clients.
Contribute to the development of key metrics for success in supporting the growth and development of the Sustainable Investment Team.
Develop active engagement with clients through advising them on the integration of sustainable investment into their investment strategy.
Input on research priorities for team.
Preparing advice on sustainable investment including presenting advice to clients at meetings.
Providing Trustee training.
Training and developing junior members of the team.
Hosting, or taking an active role in, team meetings.
Assisting with new business pitches and developing investment consulting opportunities with existing clients.
Work with marketing to ensure that the work of the Sustainable Investment Team contributes to the delivery of key campaign and brand messages.
To represent BW at its own and external events.
Update job knowledge and skills by participating in continuous professional development, e.g. training, professional/trade publications, maintaining personal networks, and membership of relevant professional organisations.

You’ll be self-motivated with the ability to take personal responsibility for driving forward the continued success of our Sustainable Investment Team, as well as provision of services to our clients. You’ll have strong problem-solving abilities and be confident in answering queries raised by colleagues and clients, whilst also understanding who is best placed to research or answer other queries.

You’ll be able to manage your own workload effectively, which will include delegating work to other team members and ensuring timescale commitments are kept. You’ll also have the ability to explain technical issues in simplified terms to clients as well as more junior members of the team. Above all, you will be keen to take on new challenges and work as part of a genuinely collaborative and inspiring team. If this sounds like you, there are excellent prospects for career progression.

Qualifications

You'll have at least 10 years’ consultancy experience and at least 3 years’ Sustainable Investment Consulting experience.
You will have experience of managing/delivering projects
You'll be highly professional with the ability to present to large audiences and host meetings.
You'll possess IT skills to perform all aspects of work efficiently.
Possess presentation skills to a larger audience, and able to host meetings

What's in it for you?

Core & Flexible Benefits:

Competitive discretionary annual bonus
Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
A generous pension scheme where we contribute 8% of your salary from day one of your employment
Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
Fresh fruit, hot and cold drinks provided free of charge in all of our offices

Giving Something Back:

1 paid volunteering day per year as a commitment to our Corporate Social Investment
Support your favourite charity with the "Give as You Earn" option
Match-funding for individuals raising money for a recognised charity
Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.

Values: our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.

Wellbeing: employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business. BW offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.

Diversity: we are committed to having a diverse and inclusive workforce where people from all backgrounds, beliefs and perspectives can thrive, feel welcome and develop to their full potential. We are committed to equality of opportunity for all and welcome applications from all suitably qualified candidates, regardless of their race, sex, gender reassignment, sexual orientation, disability, religion/belief, age, pregnancy and maternity, and marriage and civil partnerships. Our recruitment processes are designed to be fair and consistent and enable candidates to compete on a level playing field. We recognise that diversity today means more than race and gender. This is why we created an environment where a variety of different voices are encouraged and heard through our employee network groups. The groups work together to build an inclusive and diverse place for us all to work. We have attained the Disability Confident Committed status and are actively working towards the next level, Disability Confident Employer.

Your progression: we offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive. We also offer study support for relevant professional or skills qualifications.

Other activities: we have clubs, sporting events, social, cultural and belief groups across our offices if you’d like to join in and meet like-minded people.

Accessibility
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Should you require information in a different format, have other accessibility or reasonable adjustment requirements

or if you find any problems not listed on this page, please contact careers@barnett-waddingham.co.uk

or call us on 0333 11 11 222.

Postal applications should be sent to: Talent Acquisition, Barnett Waddingham, St James's House, St James Square, Cheltenham, Gloucestershire, GL50 3PR

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Senior Sustainable Investment Consultant & Strategy Lead