Responsible Investment Program Manager Job at Wales seconds Full Time NEW

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages $27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.

The Opportunity:

As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client demands.

The Day-to-Day:

• Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
• Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
• Create external product positioning, value-propositions, and key answers for FI’s ESG & Investment process
• Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training
• Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices
• Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences

Your Qualifications:

• 5+ years’ experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm
• Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
• Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
• Passionate about both Responsible Investments & asset management
• Experience using tools from services such as FactSet, Morningstar, and ESG data providers

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000 fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER