Greenbank Stewardship & Engagement Lead

Why Rathbones Greenbank Investments?

Clients come to us because we share their values. We all believe that finance, if used sustainably, can be a very powerful force for good.

Our approach to investment includes traditional negative screening whilst supporting positive impact. We invest in companies that we feel are of a long-term benefit to society, such education, healthcare, renewable energy, or companies who focus on environmental technology. We firmly believe companies engaged in these activities make good financial investments and create a beneficial long-term return to shareholders.

Job Title:  Stewardship and Engagement Lead

Department: RIM

Location: Bristol

Contract Type:  FTC – 12 Months

The Role

Responsible for the delivery of key engagement projects, building relationships with external partner organisations and shaping Greenbank’s engagement strategy, priorities and reporting. Also responsible for supporting Greenbank’s investment managers in winning and maintaining client relationships and helping to maintain Greenbank’s position as one of the UK’s leading providers ESI investment services.

Outcomes of the Role

• Successfully delivers Greenbank’s key engagement projects with support from the wider team, including building improved contact with external partners to maximise the impact of Greenbank’s engagement
• Steers the ongoing development of Greenbank's engagement strategy and priorities
• Delivers effective reporting to clients and investment team on engagement plans and outcomes.
• Supports investment team members in winning new business and helping to maintain a strong relationship with existing clients through pitches and regular client meetings
• Resolves queries from clients and other internal and external stakeholders in an accurate and timely manner
• Drives the continuing professional development of oneself and of the wider team, especially more junior ESI research team members.
• Makes informed ESI research assessments based on sound ESI analysis of companies, funds and other potential investments
• Successfully supports group-wide ESG and RI initiatives where appropriate and where these overlap with Greenbank’s engagement activities (including Engagement Committee and Climate and Nature Working Group)
• Lead elements of Greenbank’s thematic research, responsible for setting strategy and steering research outputs

Knowledge, Skills and Experience

•  Passion for sustainability and using capital as a force for good for society and the wider environment
• Knowledge of ethical, sustainable and impact investment and the wider market in which we operate
• Knowledge of stewardship and engagement
• Knowledge of different sustainable development issues and how they intersect with corporate activities and / or investments
• Strong analytical skills and ability to handle qualitative and quantitative information​
• Ability to work effectively both independently and as part of a team​
• Strong written and verbal communication skills​
• Confidence in utilising IT systems​
• Experience working in a role combining business with knowledge of sustainability issues; experience in Financial Services, the Investment or Wealth Management industry is desirable, but not mandatory

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.