Undergraduate degree, preferably in business or sustainability.
Experience in the investment industry, familiar with various investment strategies.
Strong interest in sustainability and responsible investment practices.
Knowledge of sustainability-related regulatory requirements is preferred.
Proficient in MS Word, Excel, and PowerPoint, with demonstrated ability to create presentations and manage data.
Excellent technical and professional writing skills.
Strong research and analytical capabilities.
Responsibilities
Assist in managing multiple client deliverables and projects.
Support client communications and lead client calls as needed.
Oversee junior team members on collaborative projects.
Draft and update SRS policy and procedural documents for clients.
Manage due diligence reviews for potential investments.
Prepare training materials and present to clients on SRS-related topics.
Contribute to research projects and present findings to the team.
Benefits
Opportunity to work directly with senior team members and clients.
Exposure to a variety of investment strategies and sustainability practices.
Professional development through participation in industry events and webinars.
Collaborative team environment focused on high standards of consulting.
Access to AI tools to enhance efficiency in client deliverables.
Full Job Description
Who You Are
The Associate and Senior Associate roles report directly to the senior members of the SRS Team and collaborate with all SRS and Silver team members to ensure that Silver's SRS services are provided to clients, consistent with the firm's high standard of consulting.
Eligibility for Associate or Senior Associate role will be determined based on candidate qualifications and level of experience.
What You'll Do
Client Management
Assist SRS Team to manage multiple client deliverables on an ongoing basis; independently manage aspects of multiple client projects as a component of each final deliverable
Support SRS Team to meet client deadlines and manage client communications, including participating on client calls, and leading client calls
proactively review progress on client projects and demonstrate ability to complete work product in a timely manner
manage client deliverables, including internal follow ups or external client communication when additional input or sign off from senior team member is required
Support and oversee junior members of SRS Team when working on collaborative projects, including management of junior member's time and work priorities
Report to senior members of SRS Team and Silver on a routine basis
SRS: Program Development and Maintenance
Support SRS Team to develop and manage each client's SRS program, including:
Demonstrate understanding of each client's investment strategy as part of the team's initial analysis of each client engagement
Independently draft and/or update SRS policy and procedural documents, and provide drafts to senior members of SRS Team for final approval
Develop and/or amend customized SRS questionnaires and data collection tools based on each client's unique investment strategy
Support team to manage, organize and complete due diligence reviews for a client's potential investments
Prepare SRS-related training materials for clients to focus on specific aspects of their program, regulatory update, market trend, or other area of focus relevant to client's team; present some or all aspects of training to client
SRS Reporting
Support SRS Team members in responding to reporting requirements on behalf of clients, including to independently or collaboratively:
Draft client specific responsible investment or sustainability report(s)
Assist in researching and analyzing regulatory reporting requirements for U.S., E.U. and U.K.; participate in presenting findings to senior members of Silver, when relevant
Demonstrate ability to manage reporting obligations for organizations of which clients are members (e.g., PRI, GRESB, TCFD, UK Stewardship Code), and serve as lead on reporting-based engagements
Draft client responses to investor due diligence questionnaires and other requests for sustainability-related information
Prepare all reporting-based work products for final approval by senior members of SRS Team in a clear and consistent manner
SRS: Research
Participate in Silver's SRS research projects by managing and at times, leading internal research efforts, organizing research findings and contributing to final work product
Maintain exposure and develop ongoing expertise with standard setter organizations and industry organizations that provide widely used frameworks and scoring (e.g., Principles for Responsible Investment, Climate Action 100+, Ceres, Value Reporting Foundation, Global Reporting Initiative, TCFD, ISSB, IFRS, SASB, etc.)
Attend industry events and webinars on behalf of Silver; present key takeaways at SRS Team and Silver's firm-wide meetings
Proactively identify areas of focus that the SRS Team may need to be familiar with as part of ongoing industry research
Contribution to SRS Team
Team member is expected to:
Present ideas and information in a clear and concise manner to both the SRS Team, and Silver's SRS clients
Demonstrate strong organizational skills, including ability to summarize takeaways from client calls and internal meetings in a succinct and accurate manner
Proactively and independently respond to requests for information from clients and team members
Demonstrate ongoing understanding of relevant news, regulations, and industry trends
Actively pursue and demonstrate understanding of client's regulatory obligations on its responsible investment (or similar) program, including on its internal and external communications
Demonstrate strong written and verbal communication skills, including ability to address client questions, and requests for information
Demonstrate intellectual curiosity for the intersection of responsible investment-related practices and regulations, including SEC and U.S. state-specific regulations, EU-based regulations, and UK-based regulations; pursue research efforts to contribute to SRS Team's overall thought leadership
Participate and own the team's weekly news review presentation, including reading, summarizing and presenting topical headlines, including distribution of summary to SRS Clients
Support SRS team to identify and deploy AI tools, including Claude Enterprise and MS Copilot to create efficiencies for the team and its clients
What You Bring
Requirements
Undergraduate degree; focus on business and/or sustainability, a plus
Working knowledge or background in investment industry, including familiarity with general investment strategies, including private equity, real estate, private credit, and others
Acute interest in sustainability and responsible investment
Working knowledge of common Sustainability-related regulatory requirements, preferred
Strong working knowledge of and professional experience using MS Word, Excel and PowerPoint, including building unique presentations and workbooks as part of each client's engagement
Proven ability to consolidate, manage and visually present data using MS Excel (please be prepared to demonstrate aptitude)
Proven ability to format, build and update PowerPoint presentations (please be prepared to demonstrate aptitude)
Proficiency in technical and professional writing
Comfort attending networking events and supporting or independently managing external presentations for clients or industry colleagues
Proven ability to work and problem solve independently
Strong written, editorial and verbal communication skills
Superior research and analytical skills
Ability and desire to work in a high-performance culture and to stay organized across a broad range of clients and deliverables
Differentiators:
Knowledge of standard setters and industry bodies (e.g., PRI, SASB, GRI, GRESB, TCFD, SFDR etc.) and knowledge of common financial and sustainability-related data/news sources is a plus
General knowledge of SEC rules and regulations preferred
What We Offer
Compensation: $82,500 - $92,500 annually, depending on qualifications and experience.
