As an Investment Stewardship Specialist within our Sustainable Investing team based in Mumbai, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Deliver annual and long-term objectives of the investment stewardship programme.
- Conduct governance analysis and engage with investee companies.
- Execute proxy voting and support documentation efforts.
- Coordinate engagement activities with research analysts and portfolio managers.
- Engage with company representatives on ESG policies and practices.
- Research meeting agendas, identify issues, and formulate voting recommendations.
- Participate in and eventually lead engagement meetings in select markets.
- Write Research Notes and client case studies on engagements.
- Monitor engagement progress and lead specific projects and initiatives.
- Maintain a library of engagement and voting case studies for reporting.
- Support client meetings, external events, and stewardship-related requests.
Required qualifications, capabilities, and skills:
- Minimum undergraduate degree, focused on finance, business administration, economics, law, accounting, or public policy.
- Financial services experience in Asset Management with exposure to investment stewardship activities including corporate governance voting and engagement.
- Experience with sustainability-related issues and its overlaps with investment management.
- Proven presentation, communication, and influencing skills; strong report writing skills.
- Ability/willingness to work with key internal groups – portfolio managers, analysts, product specialists, RFP teams, corporate actions teams; previous buy-side experience on relevant investment approaches.
- Ability to work and drive change effectively in a global, high-volume, rapid pace, deadline-oriented environment.
- Strong self-motivation and analytical skills.
Preferred qualifications, capabilities, and skills:
- CFA is a plus.
- MBA preferred.