JPMorgan Asset Management - Investment Stewardship Specialist Associate 

United States, New York, New York 

145108538

Job Responsibilities

• Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologies
• Support voting related audit program and compliance reporting. Conduct communication with client teams on proxy voting related matters, including preparation of voting case-studies and client level voting statistics.
• Help identify and target companies for specific investment risks; support in delivering theme-specific engagements with representatives of companies to manage identified risks and deliver outcomes for our clients.
• Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability themes; research and develop the engagement agenda and pipeline; coordinate between different investment teams to ensure alignment on key engagement issues.
• Develop and take ownership of reporting of theme-specific corporate engagement and proxy voting activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM’s client servicing teams to ensure client reporting and client presentations meet expectations, and that client queries on our stewardship activities are responded to promptly and to the satisfaction of the client.
• Build key working relationships across internal constituents from investment teams, business teams and corporate teams.

Required qualifications, capabilities and skills

• Minimum undergraduate with a degree in finance, economics, law, accounting or public policy.
• 3+ years of experience
• Experience in Financial services
• Experience with sustainability related issues and its overlaps with investment management. Desire to continue to learn and upgrade domain knowledge in ESG.
• Proven presentation, communication and influencing skills; strong report writing skills; ability to engage with clients / corporates / industry bodies.
• Ability / willingness to work with key internal groups – portfolio managers, analysts, product specialists, RFP teams, corporate actions teams;
• Ability to work and drive change effectively in a global, high volume, rapid pace, deadline-oriented environment.
• Team player.
• Strong self-motivation and analytical skills.

Preferred qualifications, capabilities and skills

• Previous buy-side experience on relevant investment approaches an advantage.