Job Description
Job Summary
As an Investment Stewardship Specialist in Sustainable Investing and Stewardship, you will lead regional efforts in corporate engagement, proxy voting, and reporting. You’ll work closely with research analysts, portfolio managers, and company representatives to coordinate engagement activities and voting proxies. In this front office role, you will contribute to the development and execution of stewardship policies, support client reporting, and help shape the firm’s approach to sustainability. Your work will drive positive change and support the long-term objectives of our global stewardship team.
Job responsibilities
* Conduct proxy voting and governance research of investee companies, ensuring alignment with global proxy voting guidelines.
* Collaborate with investment teams and stewardship specialists to exercise and document proxy voting, and support audit and compliance reporting.
* Contribute to initiatives enhancing the proxy voting process, including policy screening and reporting capabilities.
* Compile presentation materials and minutes for proxy voting committees and engagement working groups.
* Assist in preparing regulatory filings and surveys on stewardship activities.
* Support client reporting on stewardship activities, ensuring presentations and responses meet client expectations.
* Coordinate corporate engagement activities, including research, materials preparation, and documentation of meetings.
* Contribute to the ongoing development of stewardship policies, priorities, and implementation strategies.
* Build key working relationships across investment, business, and corporate teams.
* Support the writing and production of annual stewardship reports and thought leadership pieces.
Required qualifications, capabilities, and skills
* Bachelor’s degree in finance, economics, law, accounting, public policy, or related field preferred.
* Strong English language skills (written and spoken); [insert additional language skills required for region].
* 3 years of financial services experience or relevant specialist background, ideally in asset management or investment stewardship.
* High-level specialist knowledge of sustainability-related issues.
* Excellent problem-solving and critical thinking skills with sound judgement.
* Proven presentation, communication, and influencing skills; strong report writing ability.
* Ability to drive change in a high-volume, deadline-oriented global investment environment.
* Team player with strong self-motivation and analytical skills.
* Willingness to work with key internal groups including portfolio managers, analysts, product specialists, RFP teams, and corporate actions teams.
Preferred qualifications, capabilities, and skills
* Experience in asset management, investment stewardship, or sustainability-focused organizations.
* Additional language proficiency relevant to the EMEA region.
* Experience supporting client reporting and regulatory filings.
* Background in writing thought leadership or stewardship reports.
* Ability to build relationships across diverse internal teams.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.