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Proxy Voting and ESG Engagement Analyst (Ref. 1361)

Bank J. Safra Sarasin AG
Zürich

3W

Proxy Voting and ESG Engagement Analyst (Ref. 1361)


Proxy Voting and ESG Engagement Analyst (Ref. 1361)

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.

J. Safra Sarasin's most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group's clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.

Division

Asset Management & Institutional Clients

Function/Position

Proxy Voting and ESG Engagement Analyst (Ref. 1361)

Location

Zurich, CH

Function/Position objectives

Exciting opportunity to join our leading Sustainable Investment team, working with Active Ownership Coordinator, equity and fixed income portfolio managers and fundamental analysts in a stimulating, international and collaborative environment. Expansion of team due to increasing importance of active ownership activities (engagement and proxy voting) with greater market, clients and regulatory interest and enhanced reporting needs.

Responsibilities

  • Proxy voting activities, including through identification and analysis of critical general meetings in line with BJSS AM voting policy and ESG sector analysis.
  • Exchanges with internal stakeholders on understanding and support of votes.
  • Dialogue with issuers (both directly or collaboratively) with corporate issuers on strategic ESG issues.
  • Maintenance of engagement records and contribute to RfPs, proxy voting reports for clients and annual reviews.
  • Monitoring global developments in corporate governance.
  • Update of general voting policies and tailored voting approaches.
  • Contribution to active ownership-related research and presentations and coordination of engagement activities with portfolio managers.
  • Requirement of between 5-8 years of experience in Corporate Governance analysis and/or voting activities; prior experience with company engagement & ESG research desired.
  • Strong understanding of and interest in ESG issues as well as proven track record in cooperation with investment professionals.
  • Knowledge of financial markets analysis, strong analytical and judgment skills.
  • Maturity and credibility in engaging with senior individuals at public companies.
  • Excellent communication and writing skills; highly proficient in English, German and/or French preferred.
  • Organizational and time-management skills / ability to work under pressure and manage time across multiple projects/deadlines in a detail-oriented environment.
  • Team player and problem solver; highly motivated self-starter, with demonstrated history of taking initiative and finding creative solutions to complex challenges.