A critical team member of the Sustainability Group, the ESG Analyst will be responsible for developing and maintaining tools for the effective integration of Environmental, Social and Governance (“ESG”) analysis into our stock selection and valuation process. This role requires strong attention to detail, the ability to be self-directed and manage multiple priorities in a time-sensitive environment, and excellent analytical and communication skills. Integrity, discretion and respect for confidential information are absolutely essential.
- Research and synthesize a broad range of ESG issues, trends, and corporate practices for the Sustainability Group’s core holdings.
- Develop and maintain the Sustainability Group’s database (central repository for ESG indicators).
- Provide comprehensive, analytical, ESG research on the firm’s core holdings (and occasionally for new/prospective investments) as inputs into stock selection and dynamic monitoring & evaluation.
- Conduct deep-dive research on ESG-related thematic areas of interest, including opportunities and risks, and periodically present to Trustees / the Sustainability Group / the broader firm.
- Provide investment recommendations based on financial and ESG analysis
- Coordinate with Fundamental Equity Analyst/s and Subadvisors, as needed, to align ESG investment priorities with the broader firm.
- Use ESG data and analysis to support the Shareholder Advocacy team and help to identify and frame engagement opportunities.
- Respond to LWC client questions regarding ESG issues / company performance
- Create quarterly performance reports highlighting top and bottom performers
- Lead the Sustainability Group’s annual carbon footprint project including collecting, collating, and cleaning relevant data, conducting year-on-year analysis, and presenting findings to the group.
- Stay abreast of relevant news, regulatory developments, public policies and interventions, when determined to be strategically important, and ensure that the Sustainability Group’s policies and procedures are up to date and in line with international standards.
Requirements and Qualifications
- 3-5 years’ relevant work experience required
- Advanced degree or concomitant experience in law, consulting, regulatory, labor, or nonprofit preferred, though candidates with other relevant backgrounds will also be considered
- Strong passion for and knowledge of ESG issues and topics
- Proficiency with research, analysis and writing
- Expertise in MS Excel and proficiency in Word and PowerPoint required; experience with Bloomberg, FactSet, or other big data providers preferred
- Ability to problem-solve and synthesize complex data/research into digestible, actionable outputs
- Works well under pressure; able to meet tight deadlines
- Proven analytical and valuation skills
- Effective communication skills
The successful candidate will have the following skills:
- Demonstrated success in a personal, client service environment
- Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations
- Can take initiative, work with limited direction, and find ways to leverage time of Trustees, Senior Management and other teams and add value to the company
- Willingness to learn new areas of job responsibilities
- Consistent and strong follow-up skills with a strong attention to detail
- Excellent analytical, written, and verbal skills
- Must be able to learn new concepts and applications within a complex & demanding environment
- Must be willing and able to “own” the process and take responsibility for meeting deadlines
- Have both a strong work ethic and a sense of “getting it right”
- Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office
The ESG Analyst will report to the Manager of the Sustainability Group.
The ESG Analyst is expected to be based in the Greater Boston, MA area. This position is currently 100% remote due to the pandemic. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s return to work plan.