Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
Job Description
As the Sustainable Investment Specialist you will play a crucial role in integrating sustainable investment factors (such as climate factors, biodiversity, nature) into Evelyn Partners investment products and central investment process. You will work in collaboration with the Stewardship and Strategy teams to research sustainability themes including energy transition. You will support the definition and delivery of Evelyn Partners sustainability and climate requirements, including ensuring alignment to evolving regulatory requirements, specifically in relation to the climate risk implementation of the UK FCA Taskforce on Climate-Related Financial Disclosures (TCFD).
You will bring passion, expertise, and a track record of quantitative and qualitative analysis of climate in an investment context. You will collaborate with multidisciplinary teams on a wide range of business problems and identify innovative ways to support our Investment Managers and clients.
Key Responsibilities
- Drive the development of the capabilities and tools needed to assess sustainability and climate-related risks and opportunities in portfolios.
- Generate insights to inform responsible investment strategies by researching climate-related industries, policies, and analytical methodologies.
- Build relationships with Investment Managers to explore, understand and evidence how climate-related insights can improve client outcomes.
- Advance the climate education and climate fluency of the Investment team by writing thematic reports on climate-related responsible investment issues.
- Work collaboratively as part of a team of Sustainable Specialists, Data and Stewardship Analysts, engaging with colleagues in Strategy, Risk and Investment teams.
- Support the Investment team in articulating the firm’s approach to responsible investment.
- Provide materials and reports to update committees and senior stakeholders on sustainability and climate-related topics.
Qualifications
Key Skills and Experience
You will have some knowledge, understanding and experience in the following areas:
- Experience in quantitative and qualitative sustainability and climate research, preferably in an investment context, with previous experience in using and developing climate-related analytics and frameworks. This includes physical and transition risk, the tools and frameworks to assess these risks, and management of these risks in an investment context.
- Knowledge and experience of MSCI sustainability and climate tools and/or other climate data providers is preferable.
- Understanding of different sustainability and climate frameworks, regulation and government policies in the EU and UK. This includes understanding of climate-related reporting applying to financial institutions, such as the Taskforce on Climate-related Financial Disclosures (TCFD), Taskforce for Nature-related Financial Disclosure (TNFD) and the Partnership for Carbon Accounting Financials (PCAF).
- Broad understanding or experience of the asset and wealth management industry and the different challenges sustainability and climate change poses for client portfolios.
- Familiarity with the key investment sectors required for the low-carbon transition and the policy and investment levers required to enable this transition.
Professional Qualifications and Education
- Degree Educated
- CFA Climate Investing certificate or relevant qualification in climate sciences would be an advantage
Key Competencies
- Analytical Thinking - integrate complex quantitative and qualitative information to produce recommendations.
- Influencing Stakeholders - manage various stakeholders to drive implementation of climate-related policies.
- Communication Skills – explain complex subject matter clearly.
- Client Focus – propose climate insights and solutions aligned to client outcomes
Networking - develop and maintain relevant external networks to provide industry perspectives on climate.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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