Senior Manager - Investment/ESG Portfolio Analysis (6-15 yrs)

Job Requirement:

- Support VA/SI team in preparing market-ready deliverables for existing clients and new business opportunities

- Responsible for understanding different segments within public markets and alternative assets to assist with preparing presentations, and alternative themes to help prepare client deliverables and marketing materials

- Liaise with segment, asset class, and consulting teams to ensure alignment on deliverables and expectations

- Maintain and update databases with updated information on values-aligned and sustainable investment opportunities across asset classes, including fundraising status, capacity, etc.

- Coordinate with the VA/SI team to ensure internal colleagues and clients are receiving and aware of intellectual capital produced by the Strategic Research Teams

- Coordinate with the VA/SI team and relevant parties to complete RFPs

- Provide support for client deliverables and marketing materials using Excel and PowerPoint to create models, graphs and tables

- Focusing on optimizing clients portfolio returns in balance with values-aligned and sustainability objectives, managing risk effectively and understanding clients current portfolio while navigating towards their goals.

- Develop and drive process improvement initiatives to enhance quality and efficiency.

Key Skills:

- Proven investment industry experience (ideally 5-7 years in an investment role) with exposure to values-aligned and sustainable investment strategies

- Experience and knowledge of portfolio analytics

- Experience with Public Equities or Alternatives asset classes (i.e., Private Equity, Private Debt, Infrastructure/Real Estate, or Hedge Funds) preferred.

- Proven ability to Synthesize complex data analytics into a client-ready, accurate, and concise narrative with key takeaways and actionable next steps

- Experience designing client-ready, polished presentations or client deliverables that leverage specialist expertise and are visually engaging, with minimal rework and oversight

- Strong communication skills, manifested in concise written communication and clear verbal articulation, that can express complex topics in ways that can engage a broad audience

- Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organization

- Ability to manage multiple projects, stakeholders, and deliverables simultaneously

- Ability to work independently and as part of a team.

- Ability to thrive in a dynamic, high-performing team, supporting colleagues while managing. your own tasks and projects.

- Masters degree in finance, Economics, Management, Mathematics, Engineering, or a similar field.

- CAIA, CFA charter holder or any progress towards it would be preferred.