Active Ownership Operations and Insights Manager

Schroders Investment Management
London, United Kingdom
06 Jan 2022
05 Feb 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we're looking for

This role sits in the Active Ownership team, and reports into the Head of Active Ownership. This sub-team is a key pillar within our ESG strategy, and works alongside the rest of the Sustainability team who are leaders in the ESG pillars of Integration; Research; Tools; and Product. You can find out more about Active Ownership at Schroders on our website.

The successful candidate will be responsible for supporting the implementation of our engagement plan, and will manage the relationships with many internal teams. They will support the team across a range of tasks and will be responsible for ensuring our active ownership policies are communicated across the business globally and supporting the delivery of our engagement activities. Over time they will support developing our engagement strategy on key ESG themes and join engagements.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

As long term, fundamental investors, we are committed to strengthening our investment activities through integration of environmental, social and governance factors (ESG).

Environmental, social and governance (ESG) issues are quickly becoming more important to us and our clients. Companies compete in a fast changing world in which their abilities to adapt to social and environmental change are becoming increasingly important to their profitability and values. We are committed to building the leading research, investment and active ownership process that embeds understanding of these trends across the funds we manage.

The role sits in the Sustainability team which has expanded to 20 people (and counting), covering a wide range of activities from thematic research, company analysis, engaging with investee companies, portfolio monitoring, screening, corporate governance actions, client communication and marketing and discussions with policy makers and other stakeholders. Our sustainability specialists work with investment teams rather than operating in a silo, which facilitates regular dialogue with our analysts and investors.

What you'll do

The role will include, but is not limited to: -

  • Working with various investment teams and other stakeholders to help them understand our active ownership approach, and engagement policies, procedures and tools;
  • Answering ad hoc queries from our investment and product teams around our active ownership approach
  • Oversee the roll out of a new engagement recording database
  • Supporting the teams external reporting work (i.e. Stewardship Code submission)
  • Supporting engagements led by the team, including scheduling calls / meetings, minute-taking and logging engagements
  • Helping facilitate mass engagements to investee companies; - Analysing data on engagement activity and producing summary statistics for reporting purposes
  • Developing case studies to demonstrate the impact of our engagements to clients and other stakeholders
  • Keeping our Active Ownership intranet webpages up-to-date, and updating our PLC webpage with our latest engagement reports
  • On occasion, supporting the voting implementation process; - An active member of team meetings, generating ideas to update processes; and contributing in wider team discussions. The knowledge, experience and qualifications you need.

The knowledge, experience and qualifications you need

  • Passion for ESG and sustainability
  • Excellent organisational and time management skills
  • Strong written and verbal communication skills
  • Proficient in MS Excel and PowerPoint
  • Highly Numerate, with the ability to analyse and manipulate data

The knowledge, experience and qualifications that will help

  • Understanding of financial markets and sustainable investing
  • Prior experience of working within asset management industry
  • Studying towards a CFA ESG qualification (or equivalent)

What you'll be like

  • Flexible, highly curious, and willing to learn
  • An accurate and conscientious approach to work
  • A critical thinker who's able to look at things from different angles
  • Able to work under pressure on several priorities at once, with tight deadlines
  • Collaborative: great at working with other people, across all seniorities of the business
  • Keen to improve what we do for our clients and how we do it

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.

Similar jobs

  • Advice Framework Manager

    • London, United Kingdom
    • Negotiable
    • Schroders Personal Wealth
  • Associate Director

    • London, United Kingdom
    • GBP100000 - GBP110000 per annum + bonus
    • Cobalt Recruitment
  • GIA Analytics Product Owner

    • London, United Kingdom
    • Competitive
    • UBS

Similar jobs

  • Advice Framework Manager

    • London, United Kingdom
    • Negotiable
    • Schroders Personal Wealth
  • Associate Director

    • London, United Kingdom
    • GBP100000 - GBP110000 per annum + bonus
    • Cobalt Recruitment
  • GIA Analytics Product Owner

    • London, United Kingdom
    • Competitive
    • UBS
  • You need to sign in to save