ESG Investment Advisor

3 days ago


Cardiff, Cardiff, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time
Job Description:

**About the Role:**

We are seeking a highly motivated and organized Graduate ESG Investment Advisor to join our dynamic team at GRADUATE FINANCIAL RECRUITMENT LIMITED. As an ESG Investment Advisor, you will play a key role in supporting our ESG product strategy, business development, research and analysis, reporting, project management, client servicing and marketing, and product development.

Key Responsibilities:

  • Support ESG Product Strategy: Assist in addressing ESG-related client needs across institutional and retail channels, with a focus on climate-related objectives.
  • Business Development: Work with the team on Requests for Proposals (RFPs) and conduct due diligence for new investment opportunities.
  • Research and Analysis: Perform detailed portfolio research and quantitative analysis using Excel, Bloomberg, and ESG data providers.
  • Reporting: Produce regular reports and market commentary on ESG products, including weekly, monthly, and quarterly updates.
  • Project Management: Help manage the project queue, prioritize tasks, and coordinate with account managers to maintain strong client relationships.
  • Client Servicing and Marketing: Serve as a resource for client servicing and marketing teams, addressing asset allocation and ESG-related inquiries.
  • Marketing Materials: Maintain and update ESG marketing materials, including presentation books.
  • Content Development: Assist in creating ESG-related content, such as sustainability reports and market analyses.
  • Ad-Hoc Research: Conduct research on market developments and competitors, such as trends in the green bond market.
  • Product Development: Support the development of new ESG-related investment products and funds.

Requirements:

  • Education: Recent graduates with a Bachelor's degree in Business, Finance, Economics, Mathematics, Accounting, or a related field.
  • ESG Advisor Certification: A strong interest in ESG issues and sustainable investing is essential.
  • Skills: Proficiency in Excel and a willingness to learn new tools and software. Basic understanding of Bloomberg and ESG data providers is a plus.
  • Attributes: Highly organized, self-motivated, and energetic with a strong results orientation. Communication: Ability to effectively communicate and work professionally with colleagues at all levels and with external clients.

Why Join Us?

We offer a comprehensive training and mentorship program to help you kickstart your career in ESG investing. You will have the opportunity to work with a dynamic team and make a positive impact on the environment and society. If you are passionate about sustainable investing and looking to start your career in finance, we encourage you to apply.


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