Purpose of the role:
- To support the PIC in the implementation of its Responsible Investment Strategy. Through ensuring that Environment, Social, Governance and Transformation / Diversity, Equity and Inclusion (ESGT) Research, and Engagement principles, plans and issues are implemented and complied with in the investment decision-making process in line with the approved ESGT governance framework.
Requirements:
Minimum Entry Requirements and Qualifications:
- B Degree in Commerce, Social, Developmental studies, Economics and any other relevant degree
- At least 2 years’ experience in an ESG role
- Understanding of Investments/ Investment policy and active ownership will be advantageous
- Passion for sustainability and ESG principles
Preferred Qualifications:
Preferred Body / Association:
- Chartered Financial Analyst (CFA)
- Institute of Directors South Africa (IoDSA)
Minimum Technical/Core Skill Requirement
- Relevant ESGT experience and knowledge of ESG issues and topics is a requirement.
- Working knowledge and Understanding of ESGT legislation, principles and reporting frameworks.
- Working knowledge of Transformation / Diversity, Equity and Inclusion issues
- Research Skills – ability to source, analyse, interpret and report ESGT-related data from various sources.
- ESG due diligence experience.
- MS Office proficiency.
Duties:
- Conducting Research and Analysis of Listed Companies, State Owned Entities/ Fixed Income and External Asset Managers on their ESGT disclosure, performance, and the management of their respective ESGT risks and opportunities.
- Conducting proxy voting analysis and engagements with companies on ESGT issues and report writing thereof.
- Supporting and developing tools and frameworks for the effective integration of ESGT analysis into the investment process.
- Contributing to PIC ESGT thought leadership research, analysis and integration.
- Compile quarterly client and public managers' funds’ performance reports
- Monitor industry trends, regulations, and best practices
- ESGT due diligence on transactions, including pre- and post-investment monitoring
- Portfolio monitoring of ESGT plans and issues
- Collaborate with internal stakeholders to improve ESGT performance
Competencies and skills:
- Problem solver with ability to meet tight deadlines
- Works well under pressure
- Proven analytical and valuation skills
- Effective communication skills – written and oral
- Good Writing and verbal communication skills
- Numerate and analytical thinker
- Ability to conduct research and analysis
- Self-starter and ability to take initiative
- Good presentation skills