At J.P. Morgan Asset Management, we provide investment solutions to many of the world’s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide investment strategies across regions, sectors, styles and the market cap spectrum.
Job Summary
As an Investment Stewardship Specialist within the Sustainable Investing and Stewardship team, you will support the delivery of the annual and long-term objectives of JPMAM’s investment stewardship program and contribute to carrying out governance analysis, stewardship engagement, and proxy voting. You will be supporting and implementing our efforts in advancing independent data gathering and analysis and conducting research and due diligence on shareholders’ meetings. The role is in a front office environment which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets Solutions. It will involve engaging with senior representatives of the companies in which we invest on their business and sustainability practices with a focus on promoting best outcomes for our clients. You should possess a passion for independent, creative and critical thinking and a desire to be a part of a fast-moving and fast-growing team that is making pioneering changes. This role will report to the Head of Investment Stewardship, North America.
Job Responsibilities
Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologiesSupport voting related audit program and compliance reporting. Conduct communication with client teams on proxy voting related matters, including preparation of voting case-studies and client level voting statistics. Help identify and target companies for specific investment risks; support in delivering theme-specific engagements with representatives of companies to manage identified risks and deliver outcomes for our clients. Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability themes; research and develop the engagement agenda and pipeline; coordinate between different investment teams to ensure alignment on key engagement issues. Develop and take ownership of reporting of theme-specific corporate engagement and proxy voting activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM’s client servicing teams to ensure client reporting and client presentations meet expectations, and that client queries on our stewardship activities are responded to promptly and to the satisfaction of the client. Build key working relationships across internal constituents from investment teams, business teams and corporate teams.Required qualifications, capabilities and skills
Minimum undergraduate with a degree in finance, economics, law, accounting or public policy.3+ years of experienceExperience in Financial services Experience with sustainability related issues and its overlaps with investment management. Desire to continue to learn and upgrade domain knowledge in ESG.Proven presentation, communication and influencing skills; strong report writing skills; ability to engage with clients / corporates / industry bodies.Ability / willingness to work with key internal groups – portfolio managers, analysts, product specialists, RFP teams, corporate actions teams; Ability to work and drive change effectively in a global, high volume, rapid pace, deadline-oriented environment.Team player.Strong self-motivation and analytical skills.Preferred qualifications, capabilities and skills
Previous buy-side experience on relevant investment approaches an advantage.