Stewardship Specialist

You are a strategic thinker passionate about driving solutions in Investment Stewardship. You have found the right team.

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:

1. Deliver annual and long-term objectives of the investment stewardship programme.
2. Conduct governance analysis and engage with investee companies.
3. Execute proxy voting and support documentation efforts.
4. Coordinate engagement activities with research analysts and portfolio managers.
5. Engage with company representatives on ESG policies and practices.
6. Research meeting agendas, identify issues, and formulate voting recommendations.
7. Participate in and eventually lead engagement meetings in select markets.
8. Write Research Notes and client case studies on engagements.
9. Monitor engagement progress and lead specific projects and initiatives.
10. Maintain a library of engagement and voting case studies for reporting.
11. 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.