Portfolio Manager Associate

1 day ago

London, Greater London, United Kingdom ENGINEERINGUK Full time

About the Role

We are seeking a highly skilled Portfolio Manager Associate to join our team in London. As a key member of our Investment Stewardship team, you will specialize in corporate governance, environmental, and social issues that impact company financial performance.

Responsibilities include:

  • Demonstrating expertise in analysis of company financial performance, corporate governance and material sustainability-related practices.
  • Preparing for, participating in, and documenting engagement meetings with portfolio companies alongside BIS EMEA sector analysts.
  • Analysing companies' shareholder meeting agendas and related materials in order to vote in the manner most consistent with BIS's guidelines.
  • Monitoring policy and market developments impacting corporate governance standards and best practices and presenting these to the team and other relevant stakeholders.
  • Conducting research and analysis on governance, environmental, and social topics from an investment perspective.
  • Contributing to updates of publicly available documents, including voting guidelines and engagement priorities, and thought leadership pieces and thematic viewpoints.
  • Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on corporate governance are responded to promptly and to the client's satisfaction.

Requirements

  • Undergraduate degree in finance, economics, accounting, or a related discipline.
  • 4-6 years of experience in a financial services focused role, ideally with a demonstrated strong understanding of financial statements and corporate finance and/or sustainability.
  • An understanding of and interest in corporate governance, sustainability-related risks, and opportunities as long-term investment considerations.
  • Excellent communication skills, both written and oral, including the ability to communicate clearly and persuasively with senior colleagues, investee company representatives, and the public.
  • A diligent, focused, and persistent work ethic to implement while leading multiple tasks and changing priorities.
  • The ability to prioritize, analyse, and resolve complex issues under time pressure while maintaining consistent attention to detail.
  • A keen interest in corporate governance and material sustainable business practices.
  • Collaborative working style and strong interpersonal skills demonstrating the ability to build and maintain successful relationships with colleagues across the firm and with external parties.
  • Proficiency using Excel, PowerPoint and other Microsoft products.

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