DescriptionKey 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.
