Job Description
Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for various clients. The Analyst will support the VP of Responsible Investing in implementing and evolving responsible investment initiatives, corporate engagement, and reporting obligations. Responsibilities Work across portfolio management and client service business units playing a key role in BG’s stewardship activities - corporate engagement, proxy voting, and collaborative activities Create and update RI Review tear sheets for all holdings Assist in creation and update of RI marketing content such as annual and quarterly responsible investing reports, slides for client presentations Manage proxy voting execution, voting statistics, records and rationales Maintain the RI Engagement Tracker including portfolio company RI updates, engagement progress, controversies, engagement notes and proxy voting rationales and voting results Monitor and maintain database for climate-related and other sustainability-related company specific information and assist with climate scenario analysis and other reporting metrics Prepare quarterly RI presentation slides for client and prospect requests Utilize MSCI ESG Manager to create quarterly reports for funds and client portfolios, run screens and analyze underlying data Support PRI and climate-related reporting obligations Skills Undergraduate degree (business or finance preferred) and knowledge of capital markets and value investing landscape Capital markets experience High level of proficiency in MS Office Suite is essential (Outlook, Excel, Word, PowerPoint) Exposure and familiarity with an investment platform (e.g. Bloomberg or FactSet) and proxy voting platforms Strong data skills are required Attention to detail and critical thinking is vital Ability to multi-task and remain organized Strong prioritization skills Demonstrated interest and knowledge in responsible investing Strong understanding of responsible investing concepts, reporting and frameworks (PRI, SFDR) Ability to work independently, take initiative and participate in capturing the evolving nature of responsible investing, while in a collaborative, team environment Strong communication skills (written, verbal, email, etc.) Experience with database management, visualization tools and/or programming is an asset Bilingual in French, is an asset Interested in or currently pursuing the CFA designation, is an asset Company Overview Beutel Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. It was founded in 1967, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is