Classification & Regular Hours
Hours per Week: 35
Salary Grade: 15
About Western
Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek excellent students, faculty, and staff to join us in what has become known as the “Western Experience” – an opportunity to contribute to a better world through the development of new knowledge, new abilities, new connections, and new ways to make a difference.
About Us
To provide effective financial leadership, services, information and stewardship in support of the academic, research and service activities of Western’s community.
Responsibilities
The Responsible Investing Analyst will support the University in achieving its deliverables related to the responsible investment strategy and pathway initiative. The Analyst will develop and implement a framework to map the University’s portfolio to the UN Sustainable Development Goals. The Analyst will provide support to and collaborate with the internal investment team in reviewing and monitoring impact strategies and will liaise with several external investment managers and responsible investing organizations in terms of engagement and education.
The Analyst will complete various responsible investing-related tasks, including data collection, knowledge building, reporting and portfolio analytics, and monitoring Western’s progress on Responsible Investing commitments. The Analyst will lead any project related to the Principles for Responsible Investment and complete the mandatory reporting. The Analyst will act as a representative of the University in industry panels and conferences as well as provide education and best practices to the University Investment Committee on developments in responsible investing.
Qualifications
Education:
– Bachelor’s degree in Business or other relevant field with strong foundation in Finance
– Progress towards, or completion of, or willingness to pursue relevant certifications such as a Certificate in ESG Investing (CFA Institute), Sustainability and Climate Risk Certificate (Global Association of Risk Professionals)
– At least Level 1 Chartered Financial Analyst or Certificate in Investment Performance Measurement
Experience:
– 5 years of relevant experience in investment management, investment consulting or other related work experience with exposure to and evidence of a strong passion for responsible investing, sustainability/climate consulting
– Experience working on corporate carbon footprint calculations and decarbonization plans – Experience working with institutional investment portfolios
– Experience or familiarity with UN PRI, NZAOA, TCFD disclosure, Climate Action 100+, responsible investing service providers (e.g. data, rating and engagement service providers) and other responsible investing initiatives is considered an asset
– Experience engaging with external asset managers preferred
– Experience in manager selection within an institutional investor context an asset
– Experience with strategic asset allocation preferred
Knowledge, Skills & Abilities:
– Strong knowledge of responsible investing practices for institutional investors
– Familiarity with investment-related concepts, such as capital markets and fundamental company analysis an asset
– Knowledge of a variety of asset classes which are likely to be part of institutional investment portfolios an asset
– Well-developed demonstrable qualitative and quantitative analytical skills, ability to conduct in-depth research and assimilate significant amounts of information
– Ability to effectively drive and manage change initiatives that align with organizational strategies and/or provide opportunities to increase efficiency
– Excellent communication skills with the ability to converse with, write reports for, and deliver presentations to all levels of the organization
– Ability to understand and communicate technical climate and ESG material to investment professionals
– Project management skills to manage multiple projects simultaneously from conception to completion within tightly prescribed timelines with the ability to develop and manage project plans to support team-based work
– Ability to work in a manner that models best practices in confidentiality standards
– Decision making skills to provide solutions that are consistent with available facts, constraints and probable consequences
– Detail-oriented with an ability to function and process information with high levels of accuracy
– Ability to collect and discern relevant data to create reports and recommendations with the ability to give and gather information with clarity and effectiveness
– Ability to analyze exposures and make recommendations to decrease investment risk
– Adapts readily and effectively to changing priorities and demands with the ability to take responsibility for own work and ensure that deadlines are met and outcomes are achieved
– Accomplished with Microsoft Office Suite
– Programming skills an asset
– Ability to provide strategic analysis and recommendations for designing and implementing new and changing administrative processes
Western Values Diversity
The University invites applications from all qualified individuals. Western is committed to employment equity and diversity in the workplace and welcomes applications from women, members of racialized groups/visible minorities, Indigenous persons, persons with disabilities, persons of any sexual orientation, and persons of any gender identity or gender expression.
Accommodations are available for applicants with disabilities throughout the recruitment process. If you require accommodations for interviews or other meetings, please contact Human Resources at hrhelp@uwo.ca or phone 519-661-2194.
Please Note:
Interested applicants are asked to visit https://recruit.uwo.ca for further information and to apply online referencing job #32479 by midnight on October 4th 2023.
We thank all applicants for their interest; however, only those chosen for an interview will be contacted.