VP – Social Equality – Global Asset Management

VP – Social Equality – Global Asset Management

Requirements

• At least 10 years of direct or relevant experience and post-secondary degree in related field of study or an equivalent combination of education, experience and advanced understanding of the functional area and the market, preferably in Asset Management
• At least 5 years of experience working on social equality issues applied in a sustainability, investment or active ownership context
• Experience using quantitative and qualitative data and the ability to translate complexities into concrete recommendations for investment decision-makers
• Experience with stakeholder engagement, preferably in a North American context
• In-depth and demonstrated verbal & written communication skills – Expert
• In-depth organizational skills; strong attention to detail and risk – Expert
• In-depth collaboration & team skills, with a focus on cross-group collaboration – Expert
• Analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information
• Analytical and problem solving skills
• Influence skills
• Able to manage ambiguity

Responsibilities

• Conduct investment research to support stewardship, portfolio and business objectives including the development of new investment, corporate engagement and thought leadership strategies
• Research and write industry-leading thought leadership pieces on emerging social equality themes relevant to institutional investor audiences
• Represent BMO GAM on social-related collaborative investor initiatives by leading engagement dialogues with investee companies represented in our client portfolios, and support engagement dialogues conducted by investment teams
• Support public policy submissions on social themes on behalf of the asset management business
• Build and maintain partnerships with external organizations working on social themes for the purpose of collaborative research, engagement or industry efforts
• Work with portfolio managers and ESG Integration Manager to support the integration of material and salient social risks and opportunities in the investment analysis process across asset classes
• Support sector-based ESG research and due diligence to inform investor decision making (not limited to social)
• Recommend and help coordinate transparent reporting on social impact metrics across relevant funds
• Contribute to product development by conducting research and working with investment teams to create social equality-related investment parameters where relevant
• Coordinate and align with BMO Financial Group on public commitments related to social themes to ensure consistent and cohesive external messaging
• Represent BMO GAM in the public domain on macro social issues including at industry conferences, media interviews and public articles and blogs
• Provides strategic input into business decisions as a subject matter expert
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the thematic area, portfolio or investment sector
• Acts as a subject matter expert on relevant regulations and policies
• Network with industry contacts to gain competitive insights and best practices
• Presents results of group studies to a broad audience, both internally and externally as needed
• May generally, interact with large and complex clients, territories, issues and relationships
• Acts as the prime subject matter expert for internal/external stakeholders
• Monitors and tracks performance and addresses any issues
• Designs and produces regular and ad-hoc reports
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Preferred Qualifications

No preferred qualifications provided.