Sr. Director, Stewardship and ESG Integration Lead – Public Equities

Description

• Manages a team dedicated to engagement with companies, including voting at shareholder meetings, ensuring sound analysis and professional judgment such that the organization achieves outcomes that best serve the economic interests of clients.
• Leads high-profile engagements with company management and boards and advises on appropriate engagement escalation strategies.
• Conducts research, engagement and proxy voting for specific sectors/industries.
• Drafts executive-level documents for the organization's Boards and C-suite on the firm’s proxy voting activities and provide insights on market developments and stewardship best practices.
• Represents the firm as required in industry events and key trade associations as well as managing vendor relationships with proxy service providers.
• Supports production of content for client communications, reporting and thought leadership with emphasis on investment relevance.
• Enhances the methodology for proprietary ESG ratings incorporating inputs learned from company engagement and understanding of emerging ESG issues.
• Collaborates to develop and execute outcome-focused thematic engagement initiatives.
• Develops and oversees global proxy voting polices to meet regulatory requirements and market expectations.
• Supports investment process by monitoring ESG risks at a company and industry level and works with analysts to review specific ESG issues.
• Oversees complex, firm-wide projects to advance stewardship objectives and measure engagement impact.
• Maintains and refines proprietary analytics to support internal/external stewardship reporting, evidence leadership in active ownership and demonstrate ESG conviction.

Requirements

• University (Degree) Preferred
• 5+ Years Required; 7+ Years Preferred
• Experience working with institutional clients on ESG-related matters
• 5 years of relevant experience in investment management
• Excellent analytical skills with ability to assess complex business models and identify material ESG risks and opportunities
• Familiarity with ESG data providers, rating methodologies, and analytical tools
• Direct experience as an equity analyst, portfolio manager, or corporate governance professional
• Outstanding communication and interpersonal skills, with demonstrated ability to build credibility and influence stakeholders at all levels
• Strong knowledge of global stewardship codes, proxy voting guidelines, and ESG regulatory frameworks
• Bachelor's degree in finance, economics, business, or related field
• Deep understanding of corporate governance, stewardship practices, and ESG integration methodologies
• Advanced degree (MBA, JD, Master's in Sustainability, or related field
• Published thought leadership or speaking experience on stewardship or ESG topics
• 7 years of relevant experience in investment management, with significant exposure to public equity markets and fundamental research

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance