Sustainable Investment Assistant - Wealth Management (12 month Fixed Term Contract)

Private Banking
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Overview of role

This role is to sit within the investment team and provide direct support to the Sustainable Investment Manager for the term of 12 months. The key responsibilities and competencies are detailed below:


Key responsibilities:

• Help manage client ethical restrictions and personalised approaches

• Work with Dealing Team to help ensure ethical screens are correctly implemented and hardcoded on T24, including the Church of England restriction list, MSCI Cazenove list and fund ethical look-through tool

• Help respond to specific Sustainability enquiries for PWM and Charity teams

• Contribute to Sustainability questions within RFPs

• Sustainability themed thought leadership/content marketing for private clients, charities, press articles, Dialogue contribution

• Prepare quarterly factsheets for Sustainability products

• Monitor and assist with ESG integration into fund selection including ensuring fund notes are completed properly, maintain ESG Scorecard database, help direct equity analysts integrate ESG into  stock selection and tear sheets

• Undertake Environmental, Social & Governance ( ESG) engagement with mainstream third party funds

• Take on sustainability fund responsibilities covered by the Ethical Asset Class Group



• A keen interest in Sustainable Investment and its application within Wealth Management

• Prior experience in ESG / Sustainability is a plus

• Organisational skills

• Excellent interpersonal skills to build relationships within the team and with the Portfolio Directors / Portfolio Manager across the firm

• Strong team ethic and collaboration skills

• Excellent verbal and written communication skills

• Evidence of independent thought

• Pro-active and able to work autonomously

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