Investment Stewardship Specialist

Stewardship Specialist

You are a strategic thinker passionate about driving solutions in Investment Stewardship. You have found the right team.

As an Investment Stewardship Specialist within our Sustainable Investing team based in Mumbai, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities:

1. Deliver annual and long-term objectives of the investment stewardship programme.
2. Conduct governance analysis and engage with investee companies.
3. Execute proxy voting and support documentation efforts.
4. Coordinate engagement activities with research analysts and portfolio managers.
5. Engage with company representatives on ESG policies and practices.
6. Research meeting agendas, identify issues, and formulate voting recommendations.
7. Participate in and eventually lead engagement meetings in select markets.
8. Write Research Notes and client case studies on engagements.
9. Monitor engagement progress and lead specific projects and initiatives.
10. Maintain a library of engagement and voting case studies for reporting.
11. Support client meetings, external events, and stewardship-related requests.

Required qualifications, capabilities, and skills:

• Minimum undergraduate degree, focused on finance, business administration, economics, law, accounting, or public policy.
• Financial services experience in Asset Management with exposure to investment stewardship activities including corporate governance voting and engagement.
• Experience with sustainability-related issues and its overlaps with investment management.
• Proven presentation, communication, and influencing skills; strong report writing skills.
• Ability/willingness to work with key internal groups – portfolio managers, analysts, product specialists, RFP teams, corporate actions teams; previous buy-side experience on relevant investment approaches.
• Ability to work and drive change effectively in a global, high-volume, rapid pace, deadline-oriented environment.
• Strong self-motivation and analytical skills.

Preferred qualifications, capabilities, and skills:

• CFA is a plus.
• MBA preferred.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.