Analyst, Stewardship & Engagement

Connor, Clark & Lunn Financial Group (CC&L); Toronto; Hybrid; CAD 65,000 - 75,000; Full time

Job summary

CC&L Financial Group is seeking a Stewardship & Engagement Analyst to join the Stewardship & Engagement team. You will support reporting on stewardship, engagement and responsible investing, including annual and client reporting, and respond to RFPs and RFIs.

The role collaborates with investment teams and external providers to ensure reporting is clear, accurate and well-supported. A 2–4 year track record in institutional investment or sustainability reporting is expected, with a degree in

Qualifications

• 2–4 years of experience in institutional investment, responsible investing or sustainability reporting.
• Undergraduate degree in Finance, Sustainability or related field; industry courses are a plus.
• Strong attention to detail and ability to summarize complex information clearly.

Responsibilities

• Support preparation and delivery of stewardship, engagement and responsible investing reporting.
• Prepare content for RFPs, RFIs, and consultant databases for CC&L affiliates.
• Maintain organized records of stewardship activities and voting information.
• Collect and validate information from internal teams and external providers for timely reporting.
• Support ESG research to inform reporting and engagement activities.
• Collaborate with investment teams and stakeholders to ensure clear, supported reporting.

Skills

Attention to detail

Data analysis

Communication skills

Process improvement

Education

Bachelor's degree in Finance

Sustainability related degree

Tools

Excel

Job description

Interested in joining a growing team focused on how environmental, social and governance (ESG) issues are addressed at the companies in which CC&LFG affiliates invest? We are looking for a Stewardship & Engagement Analyst for an existing vacancy in our Stewardship & Engagement team. The Stewardship & Engagement team is focused on ESG issues (e.g., climate risk, diversity and human rights) and works closely with the investment teams on active ownership activities such as company engagements, voting and collaborative initiatives with other investors and advocacy organizations. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

• Support the preparation, coordination and delivery of stewardship, engagement and responsible investing reporting, including annual reporting, client reporting, and ad hoc reporting requests
• Prepare content and responses for RFPs, RFIs, DDQs, and consultant databases for all CC&L Financial Group affiliates
• Maintain organized records of stewardship activities, reporting inputs, voting information and supporting documentation
• Collect, organize and validate information from internal teams and external service providers to support accurate and timely reporting
• Support research and analysis related to ESG and stewardship topics to inform reporting, engagement activities and client responses
• Collaborate with investment teams, affiliates and internal stakeholders to gather information and help ensure reporting is clear, consistent and appropriately supported

What You Bring

• 2-4 years of experience in an institutional investment firm, responsible investing, sustainability reporting, investment operations or a related field
• An undergraduate degree in a relevant field such as Finance, Sustainability, or another related discipline, and a genuine interest in the investment industry. Completion of relevant industry courses would also be an asset
• Strong attention to detail and comfort working with data, spreadsheets, reporting templates and supporting documentation
• Strong written and verbal communication skills, with the ability to summarize complex information clearly, accurately and concisely for different audiences
• You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• Experience or familiarity with UN PRI, TCFD disclosure, stewardship reporting or other responsible investing frameworks is considered an asset

The salary range for this position is $65,000 – $75,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.