Company: Marsh
Description:
We are seeking a talented individual to join our Marsh Investments team, part of our business at Marsh. This role will be based in London. This is a hybrid role that has a requirement of working at least three days a week in the office.
This role will focus on the oversight and monitoring of asset managers' stewardship activities across our externally managed portfolios. You will help ensure that managers' voting, engagement and wider sustainability investment practices are understood, assessed. and communicated effectively to clients and stakeholders. You will establish processes to evaluate asset managers' voting and engagement activity and engage directly with managers to communicate clear stewardship expectations, and support continuous improvement in line with Marsh's, clients' and regulatory expectations.
The role is well suited to someone who combines a strong interest in sustainable investment and stewardship with strong analytical, influencing, reporting and stakeholder-management skills.
What can you expect?
- A role in shaping Marsh Investments' expectations of external asset managers stewardship activities and practices.
- Exposure to a broad range of manager oversight activities, including voting analysis, engagement monitoring, manager surveys, due diligence, and client reporting.
- The opportunity to engage directly with external managers, communicate expectations, and use monitoring insights to support continuous improvement.
- Exposure to the development of stewardship frameworks and manager assessment criteria.
- Collaboration with colleagues across investment, client, product, research, integration, and policy teams.
- The ability to develop specialist expertise in stewardship, sustainability investment, and external-manager oversight.
We will count on you to:
- Help develop, maintain and communicate Marsh's stewardship and sustainability investment expectations to external asset managers across pooled and segregated portfolios.
- Develop and maintain manager-assessment criteria, questionnaires, and reporting templates to support consistent stewardship oversight, including on global norms, climate, nature and other priority topics.
- Define clear expectations for managers' voting, engagement, and reporting practices, assessing their responses to identify gaps, and track agreed actions, and progress over time.
- Support the design and operation of a proxy voting monitoring process for external managers, using recognised market practices.
- Conduct external-manager stewardship and sustainability surveys, analyse responses and identify areas requiring further clarification or follow-up.
- Produce clear, high-quality reporting for clients, consultants and stakeholders.
- Work with client and investment teams to ensure manager oversight reflects portfolio changes, investment strategy updates and specific client stewardship requirements.
- Respond to internal and client-team requests for voting, engagement and stewardship information, providing timely and clear analysis.
What you need to have:
- Experience in sustainable investment, stewardship, investment management, manager research, investment consulting, asset-owner oversight or a related field.
- A strong understanding of stewardship practices, including proxy voting, company and policy engagement, and related reporting activities.
- Strong analytical skills and confidence working with voting, engagement, holdings, fund, manager and sustainability data.
- Excellent written and verbal communication skills, including the ability to translate detailed information into clear findings and recommendations.
- Strong attention to detail, sound judgement, and the ability to identify inconsistencies or gaps in complex information.
- Experience preparing accurate, well-structured written reports and presentation materials for clients or senior stakeholders.
- Effective stakeholder-management skills and confidence engaging constructively with external managers and internal colleagues.
- The ability to manage multiple reporting cycles, requests and deadlines.
- Strong Excel and PowerPoint skills.
What makes you stand out?
- Experience with manager research and engagement
- Familiarity with proxy-voting data, voting platforms or stewardship-reporting tools
- Experience interpreting sustainability research or data sets from providers such as MSCI, ISS, Sustainalytics or Glass Lewis.
- Familiarity with the UK Stewardship Code, implementation statements, Taskforce on Climate-related Financial Disclosures and other institutional-investor reporting requirements.
- Knowledge of international standards relevant to stewardship and responsible investment, including the UN Global Compact, OECD Guidelines for Multinational Enterprises, ILO standards and the UN Guiding Principles on Business and Human Rights.
- Experience working with institutional clients or multi-manager investment structures.
- Progress toward, or completion of, a relevant professional qualification such as CFA, CAIA, E
Stewardship Specialist in City of London employer: Marsh
Marsh is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation thrives and employees are empowered to make impactful contributions. With a strong focus on professional development, team members have access to numerous growth opportunities while working in a hybrid environment that balances flexibility with in-person collaboration across various UK locations. Joining Marsh means being part of a forward-thinking team dedicated to delivering cutting-edge AI solutions in a supportive and inclusive atmosphere.
