OverviewThe Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.
The Opportunity:As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG's RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm's institutional ESG offerings are best positioned to meet current and future client demands.
The Day-to-Day: - Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
- Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
- Create external product positioning, value-propositions, and key answers for FI's ESG & Investment process
- Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training
- Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices
- Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences
Your Qualifications:- 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm
- Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
- Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
- Passionate about both Responsible Investments & asset management
- Experience using tools from services such as FactSet, Morningstar, and ESG data providers
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
