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Stewardship Specialist – Vice President/Associate

Website JPMorgan Chase & Co.

Bank | Asset Manager

Job Description

JPMAM is seeking to hire an Investment Stewardship Specialist for the Sustainable Investing team based in Mumbai.

The successful candidate will support the delivery of the annual and long-term objectives of the JPMAM’s investment stewardship programme and contribute to carrying out governance analysis, engagement with investee companies, and proxy voting.

S/he will also be driving and supporting efforts in and reporting. The role will involve regular interaction with our research analysts and portfolio managers across Equities and Fixed Income to coordinate and align engagement activities and voting, as well as engaging with representatives of the companies in which we invest on specific environmental, social and governance policies and practices.

Proxy Voting (regional differences – allocation depends on time of year) 

  • Research company meeting agenda, identify potential issues
  • Discuss any issues with investors and stewardship team colleagues ahead of vote
  • Consider whether company engagement is warranted and participate in engagement meeting (see below)
  • Formulate a recommendation for voting
  • Support voting execution on our systems (and lead on Beta-only holdings)
  • Support documentation effort as required


  • Support company meeting preparation/agenda
  • Discuss any issues with investors and stewardship team colleagues ahead of vote
  • Participate in engagement meeting – and eventually (1-2 years) lead engagement meetings in some markets (tbc – such as India, Gulf, Africa)
  • Support writing up engagements in to Research Notes – and any client case studies
  • Monitor progress of engagements/milestone mining
  • Support and eventually lead specific projects and initiatives in engagement (such as PAI Central Engagement Framework OR client-specific requests)

Case study and reporting

  • Maintain an up-to-date library of engagement and voting case studies for client reporting and public reporting
  • Support our Annual Investment Stewardship Report process

Client and commercial interaction support 

  • Support the preparation of client meetings and external events (such as slide decks)
  • Maintain and keep up-to-date our standard investment stewardship deck
  • Support any non-standard client reporting requests for voting and engagement data and information
  • Support responding to requests from rfp and due diligence teams on Stewardship related information
  • Support requests from SI CS team and CAMs/CAs on Stewardship

Research and thought leadership (longer term)

  • Support our broader research and thought leadership on thematically focused stewardship issues
  • Develop thematic expertise along one of our six priorities

Required Skills For The Role

  • Minimum undergraduate degree with preferably a focus on finance, business administration, economics, law, accounting or public policy.
  • Financial services experience preferably in Asset Management with previous exposure to investment stewardship activities including corporate governance voting and engagement
  • Experience preferably of 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 an advantage.
  • Ability to work and drive change effectively in a global, high volume, rapid pace, deadline-oriented environment.
  • Team player.
  • Desire to continue to learn and upgrade domain knowledge in ESG and investments
  • Strong self-motivation and analytical skills.

About Us

JPMorgan Chase & Co., 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.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.