Job Description

The main responsibilities for this role are to maintain contact with company management on a variety of sustainability issues including climate, diversity, corporate governance, strategy and capital allocation. This includes monitoring company performance, advising Fund Managers on corporate transactions and managing the wall crossing process when required and proxy voting.

Key Responsibilities for this role:

• Engaging with companies, alongside the investment teams in the UK, Europe and globally on a variety of sustainability issues including climate, diversity and inclusion, corporate governance (including Board composition & remuneration), strategy and capital allocation.
• Review company performance on an on-going basis
• Effective management of price sensitive information and active involvement in capital raisings and corporate activity
• Responsibility for execution of votes in a timely and considered manner
• Contribute to the wider Corporate Finance & Stewardship agenda on all areas including share ownership policies, responsible investment, regulatory developments, engagement with external parties and developing voting polices and guidelines.
• To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in company’s operational risk.

Key Work Level Accountabilities - Manager or Expert

• For people managers, accountable for managing and motivating others to ensure quality of delivery to customers and stakeholders
• For technical specialists, accountable for delivering expert advice or service, using specialist knowledge and subject matter expertise
• Applies judgment to deliver outcomes, evaluating a range of potential solutions, considering the impact for customers, cost and risk
• Manages conflicts that may impact delivery
• Challenges upwards given knowledge of delivery and awareness of complex systems and the broader picture
• Identifies and anticipates need for changes to continuously improve quality and efficiency of output
• Manages resources and risks using expert judgment, know-how and experience

Required Knowledge, Skills, and Abilities

• A sound knowledge of listed corporates in the UK, Europe and globally.
• Familiarity with engagement with Boards and senior company management at listed corporates.
• Familiarity with capital raisings and corporate activity.
• Familiarity with the legal and regulatory framework surrounding shareholder engagement and intervention with Boards and with investee companies.
• Excellent attention to detail
• Good communication skills
• A flexible and adaptable approach
• Build good relationships internally and externally
• Ability to work within a team environment
• Effective analytical skills
• Client and delivery focused
• Good planning and organizational skills
• Effective problem-solving skills
• Be a role model for good business practices
• Identify and fulfil regulatory requirements applicable to their role