ESG Analyst (Investment Management)
About the role
Overview
The ESG Analyst will support Responsible Investing Leads in the implementation and on-going evolution of BG’s responsible investment initiatives and reporting obligations.
Key Responsibilities
- Work across portfolio management and client service business units playing a key role in BG’s Active Ownership initiatives - Corporate Engagement, Proxy Voting, and collaborative activities
- Create and update ESG Review tear sheets for all holdings
- Act as the key internal source for ESG-related RFP / DDQ data requests
- Assist in creation and updating of ESG marketing content such as annual and quarterly Responsible Investing Reports, slides for client presentations
- Manage proxy voting, voting statistics, rationales
- Maintain the ESG Engagement Tracker including portfolio company ESG updates, engagement progress, controversies, engagement notes and proxy voting rationales and voting results
- Monitor and maintain database for climate-related company specific information and assist with climate scenario analysis
- Prepare quarterly ESG example slides for client and prospect requests
- Utilize MSCI ESG Manager to create quarterly ESG Reports for funds and client portfolios, run screens and analyze underlying data
- Collaborate with Portfolio Managers, Responsible Investing Leads, Marketing and Client Service, and Operations
- Support PRI and climate-related reporting obligations
Requirements
- Undergraduate degree (business or finance preferred) and knowledge of capital markets and value investing landscape
- High level of proficiency in MS Office Suite is essential: Outlook, Excel, Word, PowerPoint and Bloomberg
- Strong data skills are required
- Attention to detail is vital
- Demonstrated interest and knowledge in responsible investing and ESG
- Strong understanding of ESG concepts, reporting and frameworks (PRI, SFDR)
- Ability to work independently, take initiative and participate in capturing the evolving nature of ESG, while in a collaborative, team environment
This posting is for a current vacancy on our Canadian Equities team. To apply, send your resume to careers@beutelgoodman.com .
If you require any accommodations during the recruitment process, please email us at hr@beutelgoodman.com . A member of our HR team will reach out to you.
About Beutel, Goodman & Company Ltd.
Beutel Goodman & Company Ltd. is a privately owned, independent Canadian investment manager.
Our fundamental bottom-up value investment philosophy is grounded in a highly disciplined research process, with a focus on capital preservation, absolute risk reduction and downside protection through cycles.
Founded in 1967, we have remained dedicated to creating long-term wealth for our institutional, private client and advisor clients for over 50 years. As an independent firm, majority-owned by employees, our interests are aligned with our clients'.
For our Terms and Conditions, please visit http://www.beutelgoodman.com/legal/
ESG Analyst (Investment Management)
About the role
Overview
The ESG Analyst will support Responsible Investing Leads in the implementation and on-going evolution of BG’s responsible investment initiatives and reporting obligations.
Key Responsibilities
- Work across portfolio management and client service business units playing a key role in BG’s Active Ownership initiatives - Corporate Engagement, Proxy Voting, and collaborative activities
- Create and update ESG Review tear sheets for all holdings
- Act as the key internal source for ESG-related RFP / DDQ data requests
- Assist in creation and updating of ESG marketing content such as annual and quarterly Responsible Investing Reports, slides for client presentations
- Manage proxy voting, voting statistics, rationales
- Maintain the ESG Engagement Tracker including portfolio company ESG updates, engagement progress, controversies, engagement notes and proxy voting rationales and voting results
- Monitor and maintain database for climate-related company specific information and assist with climate scenario analysis
- Prepare quarterly ESG example slides for client and prospect requests
- Utilize MSCI ESG Manager to create quarterly ESG Reports for funds and client portfolios, run screens and analyze underlying data
- Collaborate with Portfolio Managers, Responsible Investing Leads, Marketing and Client Service, and Operations
- Support PRI and climate-related reporting obligations
Requirements
- Undergraduate degree (business or finance preferred) and knowledge of capital markets and value investing landscape
- High level of proficiency in MS Office Suite is essential: Outlook, Excel, Word, PowerPoint and Bloomberg
- Strong data skills are required
- Attention to detail is vital
- Demonstrated interest and knowledge in responsible investing and ESG
- Strong understanding of ESG concepts, reporting and frameworks (PRI, SFDR)
- Ability to work independently, take initiative and participate in capturing the evolving nature of ESG, while in a collaborative, team environment
This posting is for a current vacancy on our Canadian Equities team. To apply, send your resume to careers@beutelgoodman.com .
If you require any accommodations during the recruitment process, please email us at hr@beutelgoodman.com . A member of our HR team will reach out to you.
About Beutel, Goodman & Company Ltd.
Beutel Goodman & Company Ltd. is a privately owned, independent Canadian investment manager.
Our fundamental bottom-up value investment philosophy is grounded in a highly disciplined research process, with a focus on capital preservation, absolute risk reduction and downside protection through cycles.
Founded in 1967, we have remained dedicated to creating long-term wealth for our institutional, private client and advisor clients for over 50 years. As an independent firm, majority-owned by employees, our interests are aligned with our clients'.
For our Terms and Conditions, please visit http://www.beutelgoodman.com/legal/