Analyst, Responsible Investing
Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for various clients. The Analyst will support the VP of Responsible Investing in implementing and evolving responsible investment initiatives, corporate engagement, and reporting obligations.
Responsibilities
- Work across portfolio management and client service business units playing a key role in BG’s stewardship activities - corporate engagement, proxy voting, and collaborative activities
- Create and update RI Review tear sheets for all holdings
- Assist in creation and update of RI marketing content such as annual and quarterly responsible investing reports, slides for client presentations
- Manage proxy voting execution, voting statistics, records and rationales
- Maintain the RI Engagement Tracker including portfolio company RI updates, engagement progress, controversies, engagement notes and proxy voting rationales and voting results
- Monitor and maintain database for climate-related and other sustainability-related company specific information and assist with climate scenario analysis and other reporting metrics
- Prepare quarterly RI presentation slides for client and prospect requests
- Utilize MSCI ESG Manager to create quarterly reports for funds and client portfolios, run screens and analyze underlying data
- Support PRI and climate-related reporting obligations
Skills
- Undergraduate degree (business or finance preferred) and knowledge of capital markets and value investing landscape
- Capital markets experience
- High level of proficiency in MS Office Suite is essential (Outlook, Excel, Word, PowerPoint)
- Exposure and familiarity with an investment platform (e.g. Bloomberg or FactSet) and proxy voting platforms
- Strong data skills are required
- Attention to detail and critical thinking is vital
- Ability to multi-task and remain organized
- Strong prioritization skills
- Demonstrated interest and knowledge in responsible investing
- Strong understanding of responsible investing concepts, reporting and frameworks (PRI, SFDR)
- Ability to work independently, take initiative and participate in capturing the evolving nature of responsible investing, while in a collaborative, team environment
- Strong communication skills (written, verbal, email, etc.)
- Experience with database management, visualization tools and/or programming is an asset
- Bilingual in French, is an asset
- Interested in or currently pursuing the CFA designation, is an asset
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