Social Impact Analyst

Columbia Threadneedle Investments
London, United Kingdom
06 May 2022
05 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to build tailored solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

In the role, you will support the funds in social impact analysis using CTI developed social impact methodology as well as general ESG assessments. You will deliver impact assessments of individual social impact bonds. The role will be client facing and will also interact with third parties such as bond issuers and social partners. There will be interaction with specifically distribution and CPMs for both RI and IG as well as more generally with other departments with fund analytics, reporting and presentation work for both existing and prospective clients.

Role Responsibilities

  • Work closely with other RI Portfolio Managers, RI team members, Financial Analysts and CPMs to produce analytics and marketing material including presentations / charts on the underlying Impact and ESG characteristics of individual holdings and aggregated across funds
  • Engagement with Issuers, clients and industry bodies (ICMA, Impact Investing Institute, IA, IMP)
  • Work with commentary team to ensure quality and content of specialist RI fund literature
  • Respond to data and information queries for RI funds
  • Work with RFP team as required on Fund prospects
  • Help support distribution channels for RI funds.

Key Capabilities

  • Inquisitive attitude, outcome-oriented approach, attention to detail.
  • Good interpersonal and presentation skills to support engagement with Issuers, clients and industry bodies
  • Ability to work co-operatively with other teams and functions
  • Uses intellect and progressive thinking to develop processes and solutions for the fast-developing impact assessment methodology.
  • Developed negotiation, organisation and communication skills
  • Ability with Excel / Bloomberg - to help produce complex data and graphical representations for Social Impact, ESG and Sustainable Outcomes Portfolios with a particular emphasis on Fixed Income Funds
  • RI capabilities including Social Impact and ESG assessment
  • Presentation and client facing capability
  • Proactive approach to support funds, fund managers and financial analyst.
  • Strong Interpersonal / communication / writing skills
  • Ideally an understanding of Fixed Income markets
  • Ability with Excel / Bloomberg - produce often complex graphs and analysis

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