Analyst, Responsible Investing

Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for various clients. The Analyst will support the VP of Responsible Investing in implementing and evolving responsible investment initiatives, corporate engagement, and reporting obligations.

Responsibilities

• Work across portfolio management and client service business units playing a key role in BG’s stewardship activities - corporate engagement, proxy voting, and collaborative activities
• Create and update RI Review tear sheets for all holdings
• Assist in creation and update of RI marketing content such as annual and quarterly responsible investing reports, slides for client presentations
• Manage proxy voting execution, voting statistics, records and rationales
• Maintain the RI Engagement Tracker including portfolio company RI updates, engagement progress, controversies, engagement notes and proxy voting rationales and voting results
• Monitor and maintain database for climate-related and other sustainability-related company specific information and assist with climate scenario analysis and other reporting metrics
• Prepare quarterly RI presentation slides for client and prospect requests
• Utilize MSCI ESG Manager to create quarterly reports for funds and client portfolios, run screens and analyze underlying data
• Support PRI and climate-related reporting obligations

Skills

• Undergraduate degree (business or finance preferred) and knowledge of capital markets and value investing landscape
• Capital markets experience
• High level of proficiency in MS Office Suite is essential (Outlook, Excel, Word, PowerPoint)
• Exposure and familiarity with an investment platform (e.g. Bloomberg or FactSet) and proxy voting platforms
• Strong data skills are required
• Attention to detail and critical thinking is vital
• Ability to multi-task and remain organized
• Strong prioritization skills
• Demonstrated interest and knowledge in responsible investing
• Strong understanding of responsible investing concepts, reporting and frameworks (PRI, SFDR)
• Ability to work independently, take initiative and participate in capturing the evolving nature of responsible investing, while in a collaborative, team environment
• Strong communication skills (written, verbal, email, etc.)
• Experience with database management, visualization tools and/or programming is an asset
• Bilingual in French, is an asset
• Interested in or currently pursuing the CFA designation, is an asset

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