Senior Manager - Investment - Values Aligned & Sustainable Investments Team (5-12 yrs)

About Company:

Our client is a US based MNC (Fortune 200). It's a global consulting leader in talent, health, retirement, and investments. They work collaboratively with clients to transform strategy into practical actions that drive results. They believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. They are having more than 25,000 employees that are based in 44 countries and the firm operates in over 130 countries across the globe.

Job Description:

- 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 client's portfolio returns in balance with values-aligned and sustainability objectives, managing risk effectively and understanding client's current portfolio while navigating towards their goals.

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

What you need to have:

- 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.

- Master's degree in finance, Economics, Management, Mathematics, Engineering, or similar field.

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