ESG Query Coordinator

M&G plc.
Edinburgh, United Kingdom
09 Dec 2022
07 Jan 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
Day to day management of the ESG client queries, which involves managing the query mailbox and coordinating query responses within the PowerApps workflow tool:
•Manages the ESG Query mailbox & proactively ensures queries are directed to the right teams across the business (based on RACI).
•Works with Sales teams to manage expectations on turnaround times / helps support teams with prioritisation.
•Manage the response timeline
•Collates responses across teams, performs a QA check and sends the final consolidated response back to the original recipient•Builds up & creates allocation rules knowledge bank for automatic assigning of tasks
•ESG Client Query Co-Ordinator will look at the complexity of the request & priority and manage
expectations with Sales accordingly
•ESG Client Query Co-Ordinator ensures the each part of the query is picked up by the right teams as per above

Supporting the PowerApps Workflow design and documenting requirements:
•Document requirements & processes, working with and guiding developers on any design considerations / acts as a bridge between business requirements and tech requirements•Performs any required testing•Documents minutes from working group discussions

Supporting the Investment Specialists with obtaining MI data:
•Obtaining data from MI to answer quantitative exposure queries on behalf of the Investment specialists (this involves uploading portfolios from Aladdin into MSCI and running reports / some basic excel knowledge* is required etc.). This will involve the BA to shadow & learn off the Investment specialists, and ask the investment specialists to check the BAs responses before this goes out the door.

Supporting MI tracking and reporting of ESG query volumetrics:
•Provide regular updates on entirety of the workload, this includes producing MI and reports as
•Drive continuous improvement activities including standardised templates, opportunities to streamline processes.

This data and insight will be used to inform and scope the longer term strategic tool (possibly Salesforce or other workflow tool), creating process and organisation design for ESG client queries in a consistent and efficient way.

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
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