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Investment Stewardship Manager (Responsible Investment)

Information About This Job

Job Title: Investment Stewardship Manager (Responsible Investment)
Contract Type: Permanent
Location: Wolverhampton
Industry:
Contact Name: Lotti Hawkins
Contact Email: lhawkins@lawsonchase.com
Job Published: about 1 month ago

Job Description

Lawson Chase are recruiting an Investment Stewardship Manager (Responsible Investment) on behalf of an FCA approved investment management firm

About the role 

An experienced and entrepreneurial Stewardship Manager will be a key hire in the Investment Team. Working in an RI-integrated investment function, the Stewardship Manager will have responsibility for the design and delivery of an Annual Stewardship Plan which supports the Company’s investment objectives and delivers for our partner funds. The role will support the internal portfolio management function, providing bespoke engagement and voting services that home in on financially material environmental, social and corporate governance investment factors. The Stewardship Manager will also oversee key relationships including with our third-party stewardship provider, and our strategic partnerships. This is an opportunity for an experienced candidate that enjoys a significant degree of roleautonomy, and is excited by the prospect of taking ownership of a major piece of company strategy. We have an open and transparent culture, and the investment team is research-led and evidence-based. The successful candidate must be able to fit into this framework, being able to work alongside a team of active investment managers and analysts, with an inherent understanding of risk. We are ultimately a fully-fledged asset manager with a broad mandate over the long-term. The concentrated key client position (the eight Partner Funds that co-own the fund) enable the organisation to work closely with its client base, understanding their investment needs and requirements. 

Job Specification

Develop and execute an Annual Stewardship Plan, working with the Director of Responsible Investment & Engagement, CIO, fund managers, and partner funds  Engage with investee companies on financially material issues to enhance internally-run portfolio management  Oversee the voting function in partnership with our third-party stewardship provider, including development of region-specific voting policies  Design and deliver against Stewardship Themes  Engagement with policy-makers  Oversee stewardship reporting & disclosure  Working with Investment Directors, integrate stewardship into new investment products designed for partner funds  Stewardship of private markets: application of stewardship techniques to asset classes other than listed equities and corporate fixed income 

Experience sought

 Track record of engaging company boards and senior management on financially material issues  Understanding of the shareholder voting process and its relevance for long-term investors  Excellent communication, including to senior personnel internally & externally  Motivated by the prospect of taking the initiative to design and implement a leading stewardship programme  Analytical skills; ability to read company materials and to provide analysis, not description, in the language of investment management  Combines full grasp of “standard” ESG factors and ability to think creatively outside of the standard lists of ESG issues  Specialism in corporate governance or in climate risk an advantage  Experience of working as an equity analyst in fund management (or other relevant institution including broker research), and/ or working for an engagement specialist 

Qualifications

 Degree-level education  IMC, CFA (any level), or other relevant investment qualification desirable

Ref: | Published: 25 Mar 2019