Responsible Investment Advisor

SHARE—Shareholder Association for Research and Education; Vancouver, Toronto; Hybrid; CAD 85,000 - 115,000; Full time

Benefits offered by this job

Benefits package including health/dent

Home-office setup support

Fitness allowance

Professional development allowance

Pension plan

Job summary

SHARE—Shareholder Association for Research and Education is seeking a Responsible Investment Advisor to support research and implementation for institutional investors integrating ESG into investment policies. The role translates complex information into practical recommendations for pension trustees, endowments, and fund staff.

The successful candidate will prepare client-facing reports and strategic materials, keep current on ESG standards, and collaborate with SHARE’s advisory team to grow

Qualifications

• Qualitative and quantitative research and analysis required.
• Strategic thinking and problem solving skills essential.
• Ability to break down problems and design practical research tools.
• Fluency in English; French is a strong asset.

Responsibilities

• Support and/or design research frameworks for ESG and financial issues.
• Contribute to internal, public, and client-facing communications and reports.
• Provide strategic recommendations to senior staff about advisory products.
• Draft briefing notes, slide decks, reports and client materials.
• Review client policies and compare against best practices.
• Stay up to date on policy trends and governance developments.
• Coordinate administrative tasks with minimal supervision.
• Organize information for reporting purposes on platforms used by the team.

Skills

Research & analysis

Strategic thinking

Priority setting

Problem solving

Education

Bachelor's degree in social sciences/humanities

Tools

Project management

Record-keeping

Job description

DRIVE CHANGE THROUGH RESPOSIBLE INVESTMENT ADVISORY SERVICES

ABOUT YOU

You are:

• Passionate about supporting asset owners to improve sustainability and human rights practices through research, education, and effective governance tools.
• A skilled analyst, adept at defining problems and understanding need in order to design practical research tools.
• A skilled communicator, able to break down complex and technical subject matter for a variety of audiences, through presentations, formal memos and briefing notes, and general audience formats such as blog posts and newsletters.
• Self-motivated, with the desire to support a growing advisory consulting program and a broad range of asset owner clients.

ABOUT SHARE

SHARE is an award-winning Canadian non-profit in the responsible investment field. SHARE is dedicated to mobilizing investor leadership to build a sustainable, inclusive, and productive economy. We combine a deep passion for real change with sound strategy, analysis and skills. Our team leads shareholder engagement, education and training, policy advocacy, and practical research with a network of values-driven investors who are driving meaningful changes within global businesses, governments and regulators. SHARE is the only non-profit, unionized, living-wage-certified shareholder advocacy organization in Canada.

Please note that SHARE operates in a hybrid workplace, with employees required in office approximately 2 days each week. This position is open to applicants in either the Vancouver or Toronto area.

GOOD WORK

At SHARE, you will:

• Work in a collaborative and supportive environment, with a team of values-driven professionals.
• Enjoy a comprehensive benefits package, including: Employer-paid pharmaceutical, dental, optical, paramedical health benefits, and basic life insurance; An annual fitness allowance; and an annual professional development allowance and employer-paid education days.
• Financial support to set up a home-office workspace.
• Generous time off provisions, including an office closure from December 24-January 2, and flex days.
• A hybrid in-office/work-from-home environment, offering the flexibility to work from home and the benefits of having office space with colleagues in either Vancouver or Toronto. If you are an Indigenous job seeker, this job may be open to remote work within Canada.
• Retirement security with employer-matched contributions to a defined benefit pension plan through DbPlus.

SHARE does not use artificial intelligence tools in its recruitment process.

POSITION SUMMARY

Reporting to the Associate Director Advisory Services, the Responsible Investment Advisor plays a key role in preparing research and implementation support to institutional investors seeking to integrate ESG into their responsible investment policies or practices. The Advisor will be tasked to translate complex information into practical recommendations for asset owner decision-makers including pension trustees, foundation/endowment board members, and/or fund staff to help them advance their responsible investment strategies.

The role involves conducting clear, timely, and insightful research and analysis on emerging ESG issues or peer practices to support our lead advisors in their work with SHARE’s Advisory Services clients. The Advisor will prepare client-facing reports, presentations, strategies, and other deliverables that communicate technical investment and sustainability concepts to diverse audiences.

KEY RESPONSIBILITIES

The key responsibilities outlined below are descriptive in nature and are not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties.

Working with independence and exercising sound judgement within the context of a collaborative, inter-connected team, the Responsible Investment Advisor will:

• Support and/or design research frameworks and conduct research related to environmental, social, governance and financial issues relevant to investor portfolios and/or targeted asset classes, including public equities, fixed income, infrastructure, private equity, private debt and others.
• Contribute to internal, public, and client-facing communications, including briefs, blog posts and research reports.
• Provide strategic recommendations to the Associate Director regarding relevant to advisory and consulting products and services and current and prospective client need;
• Research and draft briefing notes, slide decks, reports, and other materials that help investor boards to understand environmental, social and governance issues and opportunities for action;
• Review and analyze client policies and approaches and compare against best practices;
• Keep up to date on current issues, relevant industry standards, relevant legislation, public policy trends and critical developments in subjects central to program activities;
• Support planning, coordination, scheduling, and implementation, including providing administrative support as appropriate with minimal supervision.
• Organize information on existing platforms (e.g., Monday.co., Salesforce) so that it is readily available for internal and external reporting purposes.
• Contribute to the development of team learning, systems and culture to support a dynamic and growing program.
• Work collaboratively with research staff across SHARE’s program to coordinate and maximize our effectiveness;
• Other duties as assigned.

MORE ABOUT YOU:

SKILLS

To be successful, the following skills are required at an intermediate professional level.

Research and Analytical

• Qualitative and quantitative research and analysis
• Strategic thinking
• Priority setting
• Breaking-down problems and problem solving

Administrative and Technica l

• Project management
• Record-keeping

Communication

• Narrative writing
• Technical writing
• Professional correspondence
• Presenting
• Facilitation

ATTRIBUTES

To be successful, the incumbent will possess the following attributes:

• Ability to generalize feedback from specific instances.
• Creativity
• Flexibility
• Integrity
• Judgement
• Motivational regulation
• Multi-tasking and priority setting
• Political acuity
• Problem solving
• Reliability
• Resilience
• Tolerance of ambiguity

KNOWLEDGE

To be successful, the incumbent will possess professional working knowledge of most or all of the following:

• Climate policy
• Climate frameworks
• Corporate governance
• Macro and micro economic concepts
• Government and regulatory bodies
• Fiduciary duty
• Human rights frameworks
• Labour rights frameworks
• Indigenous rights frameworks and policy
• Investment concepts
• Investment value chain stakeholders and actors
• Pension fund governance
• Pension funds in Canada

QUALIFICATIONS

• Minimum three-to-five years’ of experience in a related role.
• Bachelor’s degree in a social science or humanities field, or equivalent experience.
• Fluency in English is required. French language skills are a strong asset.
• Authentic commitment to working in a social purpose organization .

EMPLOYMENT EQUITY

• SHARE’s Vancouver office is located on the unceded territory of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.
• SHARE’s Toronto office is located in the territories of the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples.
• SHARE strives to embody its values of fairness, inclusion and justice in its hiring and employment practices and has a strong commitment to employment equity. SHARE’s commitment to reconciliation with Indigenous people is set out in our Commitment.
• SHARE seeks qualified candidates who share our mission and vision. We particularly welcome applications from Indigenous people, women and gender-diverse people, persons with disabilities, Black people and people of colour and LGBTQ+ candidates.
• SHARE will provide reasonable disability-related accommodations to job applicants on request.
• If you are an Indigenous job seeker, this job may be open to remote work within Canada.