Responsible Investment Program Manager

Fisher Investments • Plano, TX

2d • Onsite

About The Position

The 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees