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ROLE PROFILE

Role Title

/ ESG Engagement Analyst

Business

/ Global Asset Management
New or existing role? New
Immediate supervisor’s Role Title
Role Purpose
Support our stewardship initiatives in each location by helping investment teams develop and deliver formal and systematic engagement activity. This will include reporting on engagement outcomes. The position holder might also support other stewardship-related activities such as corporate governance /voting and ESG integration.
Key Accountabilities
Impact on Business
  • Support our stewardship initiatives in each location by helping investment teams develop and deliver formal and systematic engagement activity. This will include reporting on engagement outcomes. The position holder might also support other stewardship-related activities such as corporate governance /voting and ESG integration.
Customers / Stakeholders
  • Frequent interactions with investment teams, to agree engagement strategy
  • Frequent interactions with investee companies, to execute engagement strategy
  • Occasional interactions with AMG Operations, to execute voting strategy
  • Occasional interactions with AMG Product, to explain engagement strategy
Leadership & Teamwork
  • The Engagement Specialist will need to demonstrate leadership by identifying key engagement issues and influencing investee companies.
  • The Engagement Specialist will need to work effectively with investment teams and ESG Champions.
Operational Effectiveness & Control
  • Ensure engagement processes meet the standards set out in the FIM or other compliance standards.
  • Identify appropriate enhancements to the FIM, and recommend those to the Global Head of ESG Research and Global Head of Corporate Governance
Major Challenges
  • Convincing stakeholders of the relevance of engagement and ESG integration.
  • Delivering concise and compelling engagement summaries where position holder has not always been a participant
Role Context
  • AMG’s vision is to be the leading asset manager for HSBC’s clients. That vision was endorsed by the Group Management Board when it approved AMG’s strategy (or ‘Medium Term Outlook’, MTO) in 2010. Amongst other things, this means that AMG must discharge the Group’s commitments as a signatory of the UN Principles for Responsible Investment, including the belief that “environmental, social and corporate governance issues can affect the performance of investment portfolios”.
  • In 2015 AMG’s EXCO reviewed our existing stewardship practices against changing/growing client expectations and the practices of competitor firms. The AMG EXCO decided to increase resources in targeted areas, including corporate engagement, in order to improve our standards, i.e.:
  • To upgrade and increase the formality of corporate engagement
  • Systematically, to engage companies scored high or medium risk by the ESG mine sweeper
  • To engage on an ‘ad hoc’ basis, as required by investment teams
  • To report on engagement and its outcomes
  • To strengthen voting practices
  • To participate in collaborative engagement initiatives (where relevant and consistent with our beliefs)

Management of Risk (Operational Risk / FIM requirements)
  • Comply with all rules applying to investment activities locally – in the jurisdiction where the position holder will be based - and globally as the remit of this position is to a great extent global.

Observation of Internal Controls (Compliance Policy / FIM requirements)
  • Comply with all rules applying to investment activities locally – in the jurisdiction where the position holder will be sitting - and globally as the remit of this position is to a great extent global.

Headcount reporting tothis role / Direct / 0 / Indirect / 0 / Total / 0
Knowledge & Experience / Qualifications(For the role – not the role holder)
  • The position holder would be expected to be graduate or post graduate with in-depth training and knowledge in areas such as economy and/or finance and/or corporate governance.
  • Writing and analytical skills are essential.
  • A successful 3/5 year track record in corporate engagement and/or financial analysis would be a clear plus.
  • Full English proficiency is essential
Under the Company's internal 'Back to Front'/’Front to Back’ transfer policy this role may be classed as High Risk. As a result, internal candidates may require enhanced approvals and vetting checks if they are currently employed in a Front Office department, or if they have worked in a Front Office department within the last 5 years (please refer to the HR FIM definition for further guidance). The enhanced approvals and vetting would need to be completed before the candidate will be confirmed in the role.
We are an equal opportunity employer and are committed to creating a diverse environment.

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