Corporate Responsibility Manager
The main objectives of the role are:
- To co-ordinate and oversee all aspects of Waverton’s corporate responsibility programme across the firm. This will involve assisting with the continued evolution of Waverton’s corporate values, CSR initiatives, responsible investment approach
- To be aware of and ensure Waverton meets all reporting and regulatory standards required by the PRI, Stewardship Code, SFRD and EU Taxonomy rules etc
- To educate and work with colleagues to ensure that all parts of the firm understand Waverton’s approach and are aware of and carry out both their individual and corporate responsibilities regarding ESG matters.
- Provide input into all ESG discussions across the respective business lines with a clear mandate to provide a coherent message that relates to the firm’s values, investment processes, company engagement, thought leadership and client interactions
- Research environmental sustainability and social issues, trends and emerging themes through attendance at relevant forums and networking events
- Develop a clear understanding and ability to articulate the firm’s investment process and objectives in a succinct manner and represent the firm at external events
- Embed ESG across the investment and portfolio management teams
- Support ESG integration into the firm’s fixed income and Alternatives investment process
- Assume responsibility for:
- PRI reporting
- Stewardship Code
- Shareholder Rights Directive II
- Take responsibility for collating information from the relevant parts of the firm and maintaining our “library of ESG-related information” to ensure it remains updated, consistent and accurate for use in DDQ/RFPs/client documents/presentations
- Through active engagement with the Marketing and Sales channels, ensure key sustainable and impact investment themes are regularly reviewed and updated:
- Core marketing collateral to ensure ESG messaging is consistent and up to date
- ESG related content on the website including related policy documents
- Standardised responses to ESG related questions in DDQs
- To work with the relevant teams to ensure our specialist ESG research providers add value to our investment proposition and provide us with the necessary reporting capabilities as standards evolve
- Identify relevant external certification standards and industry bodies and coordinate membership of those that are relevant.
Background and Experience required:
- Strong experience in implementing corporate social responsibility programmes in the financial services industry
- To have an understanding of / interest in E&S global policies & goals e.g. Paris Climate Accord, UN SDGs, outcomes from COP 26 etc.
- To have an understanding of reporting and how we can improve our reporting to clients on this subject
- To have an understanding of our competitors and how they are progressing in this area
Willingness to lead, organise and coordinate all industry, regulatory and business/client led ESG projects or initiatives
- Experience of networking, attending events, speaking at forums
- Existing expertise in this field – several years at another investment, asset or wealth manager, demonstrating strong relevant investment experience
- To have up to date knowledge on changing regulations/requirements and knowledge of industry trends Broad understanding of RI matters within investment selection, in context of Sustainability and Impact.
- Ability to discuss RI issues with credibility
- Client facing ability for consultant / PC client / next generation / trustee training and ongoing liaison Knowledge of the various collaboration groups (TFCD etc.) / platforms that could be relevant from;
- An investment perspective
- A Waverton corporate perspective
- Knowledge of reflecting values into an Investment Policy statement
- Experience across a range of asset classes preferred.
Competencies and Personal Skills:
- Proactive self-starter
- Willingness to grow and develop beyond the job description
- Successful working both independently and collaboratively
- Flexible can-do attitude
- Conscientious attention to detail
- Highly organised
- Excellent Time Management - demonstrable skill in anticipating and responding to shifting priorities, working under pressure
- Excellent communication skills
- Discretion in protecting confidential information
- Good stakeholder management.
Must have a minimum of 5 GCSE’s grade A-C or equivalent qualification
- 2 A’ Levels grade A-D or equivalent qualification
- University Degree – Bachelors or Masters
- Ideally a relevant industry qualification e.g. CISI qualification or willingness to work towards such a qualification.
Conduct Risk – Mandatory
This role is subject to the Conduct Rules set by the FCA. You are required to familiarise yourself with, and comply with, the Conduct Rules and their successors and complete such ongoing training and competence requirements as required by the FCA and the Company from time to time. This includes passing an annual fitness and propriety assessment.
These rules, as highlighted below, provide the standards under which Waverton expects you to perform your role.
You must act with integrity
You must act with due care, skill and diligence
You must be open and cooperative with the FCA and other regulators
You must pay due regard to the interests of customers and treat them fairly
You must observe proper standards of market conduct.