Stewardship Analyst

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: Stewardship Analyst

Department: RIM

Location: London

Contract Type:  Perm

Reporting to: Matt Crossman

The Role

To support the ESG and Stewardship team with ESG engagement activities and proxy voting with a focus on data analysis, tracking and reporting relating to Stewardship activity.

Outcomes of the Role

Company Engagement

• Lead and Assist with ESG engagements
• Maintain accurate engagement records
• Produce and manage data and information to monitor and report voting and engagement activities
• Assist team with ad-hoc ESG research tasks as required.

Data & Analysis

• Produce MI to communicate Stewardship Team activity to management and the broader business
• Support analysis to understand exposure to and materiality of different ESG risks

Proxy Voting

• Monitor proxy voting activities, ensuring timely execution of proxy votes for RIM
• Directly responsible for voting on a sub-set of companies in the RIM voting list.

Client Requests

• Respond to and track Stewardship-related queries in DDQs, RFIs and bespoke client reports.

Other

• Produce, research and develop ESG Newsletter

Support the work of the Engagement Committee and Corporate Governance and Voting Committees

Knowledge, Skills and Experience

• Interest in corporate sustainability
• Knowledge of key ESG topics
• Strong data and analysis skills, including proficiency with Excel required
• Strong analytical and research abilities
• Highly organised, experienced in planning workloads against the background of changing priorities
• Highly motivated self-starter able to work independently, taking initiative to address problems
• Thorough and accurate
• Degree level education in academic subject (Law, Finance, Business, Philosophy, Geography)
• Prior experience of the investment management industry and/or Sustainability or Responsible Investing.

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.