About the Opportunity

Job Type: Permanent

Application Deadline: 31 August 2024

Title: Associate Director, Sustainable Investing

Department: Sustainable Investing Team



Location:
UK (London)

Reports To: Head of Sustainable Investing Strategy

About Fidelity International

Fidelity International (“FIL”) offers world-class investment solutions and retirement expertise. As a privately-owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future for our clients.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

Find out more about what we do, our history, and how you could be a part of our future at www.fidelityrecruitment.com/about-us

Our Values

Integrity - Doing the right thing, every time and putting the client first

Trust - Empowering each other to take the initiative and make good decision

Our Behaviours

Our employees should be:

Brave - Challenge the status quo, be accountable and speak up

Bold - Act with conviction, encourage diverse thinking and keep things simple

Curious - Learn to do new things in better ways and encourage fresh thinking

Compassionate - Have empathy, care for colleagues, clients and the community

About the Sustainable Investing team

Fidelity believes that high standards of corporate responsibility make good business sense and protect and enhance investment returns. Our investment process takes environmental, social and governance (“ESG”) issues into account when, in our view, these have a material impact on either investment risk or return. We gain an understanding of the relevant ESG issues applicable to our investments through our internal research process and in collaboration with a highly technical in-house Sustainable Investing team to identify those issues which may potentially threaten the value of our investment.

ESG analysis is being carried out at an analyst level within the equity, fixed income, multi-asset and real estate teams and our portfolio managers are active in analysing the potential effects of these factors when making investment decisions. Our Sustainable Investing team works closely with the investment teams and is responsible for consolidating Fidelity’s approach to stewardship, engagement, ESG integration and the exercise of our votes at general meetings.

As one of the largest investment managers globally, our team works closely with policymakers, industry groups and non-governmental organisations to improve sustainable behaviours by businesses across the world. We are a signatory to the Task Force on Climate-related Financial Disclosures (TCFD) and the UN-backed Principles for Responsible Investing (PRI) to ensure companies have a consistent set of standards with which to work towards.

Fidelity’s Sustainable Investing team also works closely with external and collaborative ESG related bodies that seek to improve the way industries and regulated and companies are managed as well as to promote sustainable investing and social development.

Purpose of your role

You will work collaboratively with our stakeholders across the business to integrate sustainability data and tools into our processes and systems to support Fidelity’s ambitions. In this capacity you will work with teams globally and contribute to the execution of Fidelity’s sustainable investment policies. You will also work with technology teams to integrate data and act as an ESG data spokesperson both internally and externally.

Key Responsibilities

• Data Governance: Streamline ESG data integration and documentation. Collaborate on regulatory reporting and enhance our ESG framework. Be the voice of Fidelity for ESG data matters.
• Tool Implementation: Craft and oversee ESG assessment tools. Manage project timelines and stakeholder relations.
• Product Management: Guide the development of sustainability solutions and ensure seamless operational integration. Enhance product quality and methodologies.
• Data Analysis: Utilize quantitative analysis for ESG research. Lead vendor selection and due diligence.
• Internal Development: Align with Fidelity's strategies and build strong cross-departmental relationships. Provide comprehensive ESG training.
• Behavioural Expectations: Lead with confidence and foster a collaborative culture. Strategize for excellence in ESG solutions and process efficiency. Deliver on key team deliverables promptly.

Experience and Qualifications Required

• Proficiency in data analysis with a focus on financial and securities data.
• Familiarity with ESG data is a plus.
• Strong background in quantitative analysis and data management tools like SQL.
• Knowledge of Python, Snowflake, and MS Power Suite is advantageous.
• Experience in database development or architecture is beneficial.
• Involvement in enterprise data migration and transformation projects is highly valued.
• Understanding of key sustainability-related regulations and standards.
• Proficient in Microsoft Excel, PowerPoint, and Word; Colibra and Confluence experience preferred.
• Skilled in translating data into visuals using PowerBI or similar platforms.

Skills:

• Independent, capable of managing multiple projects.
• Strong analytical and problem-solving abilities.
• Excellent communication, writing, and presentation skills.
• Detail-oriented with a strong analytical foundation.
• Ability to build relationships and influence senior management.
• Team player with a creative and innovative mindset.
• Adaptable, proactive, and comfortable with ambiguity

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.