Sr. Director, Stewardship and ESG Integration Lead – Public Equities

The Sr. Director, Stewardship and ESG Integration Lead – Public Equities manages a team that executes on various elements of the organization's investment stewardship strategy. In addition to the day-to-day stewardship activities of company engagement and proxy voting, the role also is the primary liaison between the Responsible Investing (RI) Engagement and Integration pillars in terms of development of Environmental, Social, and Governance (ESG) research and Thought Leadership. As a team manager, this job sets goals and objectives for team members and ensures that policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Manages a team dedicated to engagement with companies, including voting at shareholder meetings, ensuring sound analysis and professional judgment such that the organization achieves outcomes that best serve the economic interests of clients.

• Develops and oversees global proxy voting polices to meet regulatory requirements and market expectations.

• Leads high-profile engagements with company management and boards and advises on appropriate engagement escalation strategies.

• Conducts research, engagement and proxy voting for specific sectors/industries.

• Collaborates to develop and execute outcome-focused thematic engagement initiatives.

• Maintains and refines proprietary analytics to support internal/external stewardship reporting, evidence leadership in active ownership and demonstrate ESG conviction.

• Drafts executive-level documents for the organization's Boards and C-suite on the firm’s proxy voting activities and provide insights on market developments and stewardship best practices.

• Represents the firm as required in industry events and key trade associations as well as managing vendor relationships with proxy service providers.

• Supports investment process by monitoring ESG risks at a company and industry level and works with analysts to review specific ESG issues.

• Enhances the methodology for proprietary ESG ratings incorporating inputs learned from company engagement and understanding of emerging ESG issues.

• Supports production of content for client communications, reporting and thought leadership with emphasis on investment relevance.

• Oversees complex, firm-wide projects to advance stewardship objectives and measure engagement impact.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8PL

Required Experience:

• 5 years of relevant experience in investment management

Preferred Experience:

• 7 years of relevant experience in investment management, with significant exposure to public equity markets and fundamental research

• Deep understanding of corporate governance, stewardship practices, and ESG integration methodologies

• Strong knowledge of global stewardship codes, proxy voting guidelines, and ESG regulatory frameworks

• Familiarity with ESG data providers, rating methodologies, and analytical tools

• Excellent analytical skills with ability to assess complex business models and identify material ESG risks and opportunities

• Outstanding communication and interpersonal skills, with demonstrated ability to build credibility and influence stakeholders at all levels

• Direct experience as an equity analyst, portfolio manager, or corporate governance professional

• Established network within the responsible investment community

• Experience working with institutional clients on ESG-related matters

• Published thought leadership or speaking experience on stewardship or ESG topics

• Bachelor's degree in finance, economics, business, or related field

• Advanced degree (MBA, JD, Master's in Sustainability, or related field

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Related Skills

Adaptability, Capital Markets, Collaboration, Continuous Improvement Mindset, Data-Based Decision Making, Environmental/Sustainability Acumen, Executive Presence, Influence, Market/Industry Dynamics, Responsible Investing, Stakeholder Engagement, Story Telling

Anticipated Posting End Date:

2025-12-20

Base Pay Range: $168,800/yr - $230,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic locatio