Responsible Investment Analyst

Quilter Cheviot Ltd; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Responsible Investment Analyst to join their dynamic team in London. This role involves leading ESG engagements and evaluating third-party funds from a responsible investment perspective. The ideal candidate will be passionate about climate transition and possess strong communication and organizational skills. You will collaborate with colleagues to enhance investment strategies and contribute to the firm's climate action plan. If you are ready to make a meaningful impact in the investment sector, this is an exciting opportunity to shape the future of responsible investing.

Benefits

182 hours holiday (26 days)

Quilter Incentive Scheme

Non-contributory pension scheme

Private Medical Insurance

Life Assurance (4x salary)

Income Protection (75% salary)

Flexible benefits

Qualifications

• Experience engaging with third-party funds from a responsible investment perspective.
• Strong communication skills and a solution-oriented mindset.

Responsibilities

• Lead ESG engagements with third-party managers and investment trusts.
• Enhance proprietary fund dashboards for responsible investment categorization.

Skills

Responsible Investment Analysis

ESG Engagement

Effective Communication

Organizational Skills

Team Collaboration

Education

Degree in Finance or related field

Job description

Join to apply for the Responsible Investment Analyst role at Quilter Cheviot.

About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland, Channel Islands and Dubai.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About The Role
Level: 5
Location: London
Department: Responsible Investment
Contract: Permanent
Regulated role
Quilter Cheviot has over 50% of its Assets under Management invested in third-party funds across equities, fixed income and alternatives asset classes. These holdings are an important element of our overall approach to responsible investment and how we identify and manage ESG factor risks and opportunities.

The remit of the role is focused on engagement with, and the evaluation (from a responsible investment perspective) of the third-party managers that we invest in and will involve working alongside our fund research team. The key elements include:

1. Leading ESG related engagements, both of a thematic and a one-off nature with the funds we invest in. The engagements will focus on:

• The firmwide approach to responsible investment
• Manager and strategy approach to responsible investment
• Engagement on ESG risk and exposure
• The firmwide approach to net zero
• Continuing our ongoing engagement with investment trusts which is focused on board composition, board effectiveness and responsible investment disclosures.
• Working with the wider team to enhance our proprietary fund dashboards which drive the responsible investment categorisation of our holdings.
• Contributing to the delivery of our investment climate action plan.
• Written reports for external audiences and presentations to our colleagues.

You will be passionate about responsible investment and climate transition and be able to engage with different audiences. You can take ownership and responsibility whilst working collaboratively with colleagues. Given the role includes leading engagements, and ultimately framing how we approach the third-party managers we invest in, you will have previous experience to evidence your ability to deliver.

About You

• You will have previous experience engaging with third-party funds or analysing these from a responsible investment perspective.
• We’re looking for someone with an effective communication style (both written and verbal), who is solution-oriented and has a flexible approach to helping others deliver on team tasks.
• You will also have strong organisational skills, good attention to detail and proactively collaborate with others.

Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales