Description

Key Areas of Responsibility:

Lead the implementation of Sustainable Multi-Asset Guidance Portfolios, collaborating with the Collectives and Asset Allocation teams.
Work alongside the Collectives team, attend sustainable fund meetings, and validate funds on the responsible investment recommended list.
Draft sustainable portfolio investment reports, portfolio reviews, and policy documents for peer review and process enhancement.
Drive responsible investment education and training across all business channels, focusing on the Sustainable Multi-Asset Guidance Portfolios.
Serve as the key point of contact for Responsible Investments to internal clients, including investment / portfolio managers, bespoke model managers, and financial planners.
Support sales teams and investment managers by contributing to RFPs / DDQs and attending client meetings as a responsible investments specialist.
Undertake responsible / sustainable investment thought leadership and contribute to insightful pieces for internal and external audiences.
Represent the firm in various sustainability organisations and initiatives.

About You:

Degree or equivalent required; postgraduate qualification in relevant subjects preferred.
CFA Level 1 required; CFA Certificate in ESG Investing preferred.
Minimum 4 years of relevant experience in ESG / sustainability as an analyst or model portfolio manager within sustainable finance.
Minimum 4 years of relevant experience within an asset owner, wealth manager, or asset manager conducting third-party / collectives fund research.
Solid understanding of investment concepts across asset classes and approaches within third-party funds.
Strong knowledge of ESG, sustainable investments, climate risk, investment frameworks, and tools, with a particular understanding of responsible investment approaches as indicated within the Spectrum of Capital.
Proven track record of interacting well with a wide range of stakeholders internally and externally.
Understanding of wealth and discretionary management firms.
Strong analytical and project management skills.
Ability to work creatively and independently.

If you are passionate about responsible investments and have the expertise to drive our sustainable initiatives forward, we would love to hear from you.

Charles Stanley & Co. BU

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