Associate / Senior Associate – SRS

ExtensisHR•New York, NY

About The Position

Silver Regulatory Associates LLC provides regulatory compliance, sustainability risk and strategy, and cybersecurity services to investment firms. Its Sustainability Risk & Strategy (SRS) Team helps clients develop, enhance, and implement SRS programs and manage related regulatory obligations. The Associate or Senior Associate collaborates with SRS and other Silver team members to deliver consulting services to clients. The role reports directly to senior members of the SRS Team; placement at the Associate or Senior Associate level depends on the candidate’s qualifications and experience. The position supports client project management, SRS program development and maintenance, sustainability-related reporting, and research. Responsibilities include managing workstreams and deliverables, preparing client policies, procedures, questionnaires, reports, training materials, and presentations, researching regulatory and industry developments, and contributing to internal and client-facing communications. The role also supports junior team members on collaborative projects and helps identify and deploy AI tools to improve efficiency. Compensation is $82,500–$92,500 annually, depending on qualifications and experience.

Requirements

Undergraduate degree.
Working knowledge or background in the investment industry, including familiarity with investment strategies such as private equity, real estate, and private credit.
Acute interest in sustainability and responsible investment.
Strong working knowledge and professional experience using Microsoft Word, Excel, and PowerPoint, including creating client-specific presentations and workbooks.
Ability to consolidate, manage, and visually present data using Microsoft Excel; candidates should be prepared to demonstrate aptitude.
Ability to format, build, and update PowerPoint presentations; candidates should 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.
Ability to work and solve problems independently.
Strong written, editorial, and verbal communication skills.
Superior research and analytical skills.
Ability and desire to work in a high-performance culture and stay organized across a broad range of clients and deliverables.

Nice To Haves

A degree focus in business and/or sustainability.
Working knowledge of common sustainability-related regulatory requirements.
Knowledge of standard setters and industry organizations such as PRI, SASB, GRI, GRESB, TCFD, and SFDR, as well as common financial and sustainability-related data and news sources.
General knowledge of SEC rules and regulations.

Responsibilities

Assist with managing multiple client deliverables and independently manage aspects of multiple client projects.
Support client deadlines and communications, participate in client calls, and lead client calls when appropriate.
Review project progress and complete work product in a timely manner; manage internal follow-ups and client communications when additional input or approval is needed.
Support and oversee junior SRS Team members on collaborative projects, including managing their time and work priorities.
Report routinely to senior members of the SRS Team and Silver.
Help develop and manage client SRS programs, including understanding clients’ investment strategies during initial engagement analysis.
Draft and update SRS policies and procedures for senior team review and approval.
Develop or amend customized SRS questionnaires and data collection tools based on each client’s investment strategy.
Help organize and complete due diligence reviews for clients’ potential investments.
Prepare client training materials on program topics, regulatory updates, market trends, or other relevant areas, and present some or all of the training.
Support client reporting requirements, including drafting responsible investment or sustainability reports.
Research and analyze U.S., E.U., and U.K. regulatory reporting requirements and present findings to senior Silver members when relevant.
Manage reporting obligations for organizations of which clients are members, such as PRI, GRESB, TCFD, and the UK Stewardship Code, and lead reporting engagements when assigned.
Draft client responses to investor due diligence questionnaires and other sustainability-related information requests.
Prepare reporting work products clearly and consistently for final approval by senior SRS Team members.
Manage or lead internal SRS research efforts, organize findings, and contribute to final research products.
Maintain knowledge of standard setters and industry organizations that provide frameworks and scoring, and develop ongoing expertise in their work.
Attend industry events and webinars on Silver’s behalf and present key takeaways at SRS Team and firm-wide meetings.
Identify topics the SRS Team should monitor through ongoing industry research.
Communicate ideas and information clearly to the SRS Team and clients, and summarize client calls and internal meetings accurately and concisely.
Respond proactively and independently to information requests from clients and team members.
Stay informed about relevant news, regulations, industry trends, and clients’ responsible investment program obligations, including internal and external communications.
Research the intersection of responsible investment practices and regulations, including SEC, U.S. state, E.U., and U.K. regulations, and contribute to SRS Team thought leadership.
Own and present the team’s weekly news review, including reading, summarizing, and presenting topical headlines and distributing summaries to SRS clients.
Help identify and deploy AI tools, including Claude Enterprise and MS Copilot, to create efficiencies for the team and clients.