Stewardship Analyst

Stewardship Analyst (Ref. 2550) Job Summary Business unit AM&IC / SUST Location Zurich, CH Activity rate 100% Publication date 08.05.2024 Reference 2550 APPLY About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 27 locations worldwide and offer our employees the chance to be a part of our success. Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit and the positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group. 

Your role

As Stewardship Analyst at Bank J. Safra Sarasin you are joining our leading Sustainability team to develop and deliver Stewardship activities (analysis, engagement and proxy voting). Reporting into the Head of Stewardship, you will be working with equity and fixed income portfolio managers and fundamental analysts in a stimulating, international and collaborative environment and provide key ESG analysis and support to the asset management division of the Bank.

Your responsibilities

• Supportthe ongoing ESG governance of existing flagship funds and conduct new ESG sector analysis
• Lead and support engagements (both directly and collaboratively) with corporate issuers on strategic ESG issues
• Responsible for developing thematic engagement topics such as, strategic metals, human rights, etc.
• Participate in proxy voting activities, through identification and analysis of critical general meetings in support of fundamental equity analysts and in line with BJSS AM voting policy and ESG sector analysis
• Identify emerging topics and best practices in proxy voting and corporate governance and communicate to colleagues
• Support fundamental analysts, ESG analysts and portfolio managers as they engage with company management teams and board members on material issues
• Maintain engagement records and contribute to RfPs, proxy voting reports for clients and annual reviews
• Support in all administrative and operations aspects of proxy voting activities (including analysis, research, presentation, etc.

Your profile

• Higher education (university / FH) IT or equivalent relevant experience
  
• 3 to 5 years of practical experience in proxy voting, corporate governance and engagement
• Self-motivated individual who works well independently and is successful in working collaboratively with senior stakeholders
• Effective writing skills to support recording of voting and engagement activity on internal systems as well as identification of meaningful and relevant examples for inclusion in reporting materials
• Communicating effectively and demonstrating strong interpersonal skills, with an ability to collaborate with users at all levels of the business will be important to succeed
• Exceptional organisational skills, with the ability to multi-task under pressure and delivering within expected deadlines
• Fluency in English and German (please note only applicants who are fluent in German may be considered), French considered an additional asset
• Completion of ESG-focused credential or certificate program is preferred (e.g., SASB FSA, CFA ESG Certificate, PRI Academy, etc.)

 

Agencies, please note that only direct applications will be considered.

 

Please note that if you submit your application, Bank J. Safra Sarasin Ltd will process your personal data for the purpose of the hiring and employment process. For further information, please read the Data Privacy Statement for applicants available on the Bank’s website here. By submitting your application, you then confirm your understanding and acceptance of the above.

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