Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across over 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
This role works as part of the Investment and Client Solutions function and contributes to the Group’s sustainable investing team with a focus on ESG regulation, ESG client reporting, and transferring these into commercial opportunities.
- Lead the preparation of product and entity disclosures, reports and communications as required by sustainable finance regulations (eg, SFDR, SDR). Stay up-to-date with regulatory developments and their implications on Quintet’s products and investment processes.
- Maintain and update Quintet ESG and sustainable investment policies, frameworks and procedures.
- Contribute to the wider CIO’s research franchise, partner with the Asset Allocation, Macro team, Bond and Equity teams.
- Support the execution of Quintet ESG and sustainable investments processes, including exclusions, screening and analysis across asset classes.
- Embed high quality sustainable investing processes, methodologies, and data throughout Quintet’s investment and research process.
- Support Quintet’s client advisors with pitches, request for proposals, client requests to serve the needs of private clients.
- Be a functioning member of the Sustainable and Thematic Investing team, contributing to team strategy, presentations, and client requests.
- Operate as a centre of excellence and knowledge on sustainable and impact investing topics. Contribute to the Quintet’s credibility in this area and support and develop fellow analysts and client advisors’ understanding of sustainable and impact investing.
- Conceptualize and innovate Quintet’s client communications partnering with Marketing and Group Product and Services functions to design innovative, engaging, and credible pre- and after-sales, as well as product and portfolio reporting.
- Contribute to internal communication strategy, the group’s sustainable and impact investing training, internal updates, and management communications.
Knowledge of topics such as the financial case for ESG integration; the measurement and implementation of impact investing; the advantageous and limitations of sustainable data providers; measurement and implications of ESG-related fund flows. This position is not focused on day-to-day single-stock ESG integration.
Understanding of sustainable finance regulations (eg, SFDR, SDR, TCFD)
Experience with regulatory reporting and ESG client reporting in relation to periodic discolours under SFDR.
Some experience of commercial research with an engaged readership base on relevant industry-level topics is helpful.
Understanding of sustainable investing initiatives (i.e. UN PRI, SASB, GIIN).
Experience of working within banking, wealth and / or asset management
Strong written skills with a flair for content engagement and differentiation.
Client focused and pragmatic.
Ability to navigate complex organizations and build multi-stakeholder relationships.
Attention to detail, ability to focus on tasks, and deliver on deadlines
Solid understanding of the MS Office suite.
Familiarity with financial software (e.g. Aladdin, Bloomberg).
Experience with sustainable data providers with an understanding of their granular methodologies and potential IT integration.
Fluent in English, additional European Language advantageous
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