Job Responsibilities
Strategy & Governance
- Develop and implement the firm’s sustainable finance strategy across all asset classes and investment teams.
- Build ESG integration guidance for portfolio managers, including materiality assessment, controversy management, and transition risk factors.
- Chair or contribute to internal committees (responsible investment, product, risk) to drive ESG-related decisions and policies.
- Partner with risk and compliance on sustainability policies, controls, and audit processes linked to product claims and disclosures.
Product & Client Support
- Lead sustainable product development and enhancements, including fund positioning, prospectus content, client reporting, and disclosure packs.
- Support RFPs, DDQs, and institutional due diligence with clear, defensible ESG information.
- Brief distribution and client teams on ESG positioning, stewardship activity, and sustainability metrics.
Stewardship & Engagement
- Oversee the firm’s stewardship framework, including engagement themes, company selection, escalation pathways, and outcome tracking.
- Manage proxy voting approach, governance, and rationale documentation.
- Ensure engagement reporting meets institutional standards and client expectations.
Data, Reporting & Vendor Management
- Oversee ESG data architecture, vendor relationships, and methodology governance.
- Improve data quality, controls, and audit trails for sustainability metrics.
- Translate complex ESG data into clear guidance for investment teams and clients.
Leadership & Stakeholder Management
- Lead, mentor, and grow the sustainable investing function (team size dependent on firm).
- Influence senior investment leaders and other stakeholders with practical, actionable ESG recommendations.
- Represent the firm at external industry events, client meetings, and regulatory consultations.