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Investment Oversight Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom EDEN SCOTT LTD Full time
Job Overview

Eden Scott Ltd is seeking an Investment Oversight Analyst to enhance our dynamic Investment Stewardship and Research Team. The ideal candidate will play a pivotal role in supporting our proxy voting mechanisms, investment stewardship efforts, and sustainability projects. This position provides the chance to collaborate with various departments, including Investment Research, Client Communications, and Client Services, ensuring smooth operations and exceptional service delivery.

Key Responsibilities:

  • Proxy Voting Management: Assist in the organization and execution of proxy voting activities, ensuring compliance with our firm's standards.
  • Investment Stewardship Assistance: Engage in broader investment stewardship initiatives, including active dialogues with companies.
  • Sustainability Evaluation: Assess company and portfolio data to aid clients in achieving sustainability goals, thereby enhancing our service offerings in this vital area.
  • Interdepartmental Collaboration: Coordinate with the Investment Research team and Client Communications/Service teams to manage stewardship documentation and address ad hoc inquiries.
  • Information Preparation for Management: Compile essential data for Committees and Groups, ensuring management receives accurate and timely information.
  • Client Reporting Development: Create and prepare sustainability-related content for client reports and Requests for Proposals (RFPs).
  • Research Operations Support: Acquire comprehensive knowledge of all facets of Research Operations to provide effective assistance as needed.
  • Provide coverage and support for team members during absences.
  • Perform any other duties reasonably requested by management.

Candidate Profile:

  • Strong Client Orientation with a commitment to understanding and fulfilling client requirements.
  • High level of Integrity in managing sensitive and confidential information.
  • Excellent Team Collaboration skills, working effectively with colleagues across various departments.
  • Adaptability to changing priorities and responsibilities.
  • Self-Driven: Ability to prioritize tasks, work independently, and manage responsibilities without supervision.
  • Detail-Oriented: A careful approach to ensuring precision in all tasks.
  • Organizational Skills: Exceptional capability to handle multiple tasks and meet deadlines.
  • Communication Proficiency: Strong written and verbal communication abilities.
  • Proactive Mindset: Ability to foresee needs and proactively tackle potential challenges.
  • Proven capacity to Work Under Pressure and meet tight deadlines.
  • Relationship Management: Ability to cultivate and maintain positive working relationships at all levels.
  • Discretion: Exercise sound judgment in handling confidential or sensitive matters.

Technical Proficiencies:

  • Proficient in Microsoft Excel, PowerPoint, and Word.
  • Strong numerical aptitude.
  • Understanding of business communications, including appropriate styles and formats for letters, presentations, and reports.

Educational/Professional Qualifications:

A university degree or equivalent experience relevant to the responsibilities outlined above.

This role presents an excellent opportunity to contribute to the core functions of a respected investment firm, with an emphasis on sustainability and stewardship. You will be part of a collaborative team environment where your skills will be valued and your professional development encouraged.