Data Solutions - ESG Analytics and Portfolio Insights Associate

Job Description

Team Background The ESG Analytics and Portfolio Insights team is a part of the Data Solutions organization within the Corporate and Investment Bank (CIB)s Securities Services group, a newly formed business offering best-in-class data solutions for our institutional clients. Our mission is to deliver a next generation cloud-native data and analytics ecosystem, supporting client needs across the investment lifecycle. Stakeholder engagement Collaborate with internal stakeholders, including product development, product, middle office and the Ops teamsEngage with external stakeholders, including market data vendors, to gather information and insightsResponsibilities: This is an exciting position for a client-focused and solution-driven individual who thrives on new challenges, possesses intellectual curiosity and entrepreneurial spirit, and enjoys working in a fast-paced yet flexible environment. Strong candidates will have a track record of entrepreneurial thinking, analytical background, and an ability to work closely with technology teams on driving product enhancement and client deliverables. The candidate is responsible for conducting research, analysis, and due diligence on ESG factors. You will possess a passion for creative and critical thinking, a sound understanding of financial markets, experience with managing the regulatory agenda around ESG issues, and a desire to be part of a fast-growing businessThe candidate must have a proven track record of client excellence accurate and timely delivery of reportsThe candidate will be responsible for the day-to-day communication with clients and for the monitoring and reporting of all deliverables. The successful candidate will be able to review, interpret and communicate the analytics (exposure and scoring) reporting information to clients and internal partners and be able to work independently on complex projects and analyses, manage large client implementations.The candidate will generate and review any custom reporting as/when required, as well as interfacing with clients on any queries regarding day-to-day reporting results. The candidate will relay all requests for testing or reporting changes to the relevant team and be responsible for reviewing all work conducted before it is released to clients.Job Responsibilities:
• Works independently as well as in a team, to produce data analytics
• Analyst will support the on-going development of the analytical products by assisting with research, contributing towards business requirements and supporting business testing
• Maintain a thorough understanding of industry, market and regulatory developments related to ESG reporting, engagement and disclosure requirements for asset owners and asset managers
• Work collaboratively across the firms sustainability initiatives and teams, ensuring you report back with measurable progress and continuous improvement
• Interpreting investment mandates to identify rules impacting the ESG regulations on clients investments
• Assist in developing and maintaining ESG reporting frameworks, metrics, and scorecards.
• Respond to client inquiries regarding ESG / PI reporting
• Resolve issues relating to daily/monthly reporting
• Establish and maintain relationships with key internal operations
• Partner with Client Service to help change client behavior where required
• Understand and be able to source/calculate underlying analytics
• Collect, analyze, and interpret ESG data and key performance indicators (KPIs) to monitor portfolio performance
• Be able to Interpret and write commentary on results
• Handle client reporting and prepare custom reports, ensuring accuracy and quality
• Participate in the development and testing of product enhancements
• Develop strong contextual awareness of client, regulatory and firm-wide sustainability topics and trends
• Develop an understanding of financial models, sustainability models and scenario analysis based models.
• Recommending a course of action based on the investigation to assist the fund managers to take corrective action
• Actively engage in client service review meetings and calls
• Support the on-boarding of new clients and maintain the set-up of existing clients
• Ensure 100% adherence to operational controls and risk mitigation
Required Qualifications, Skills and Capabilities:
• 10-12 years of related industry experience, either in Investment Analytics or related field
• Bachelors Degree in Mathematics, Finance, Accounting, or related field or equal experience
• MBA, CFA, CIPM, FRM or equivalent candidates preferred
• Understanding of and enthusiasm towards ESG : Genesis, Future State, Scoring Mechanisms
• Strong written and oral communications skills to effectively communicate with clients
• Positive attitude with a willingness to work as part of a team
• Attention to detail with demonstrable problem-solving ability
• Strategic thinker looking outside to bring new approaches to continually improve internal
Effectiveness
• Practical understanding of ESG data and methodologies
• Relevant experience in a mix of financial markets and sustainability roles
• Must have a willingness to work on and learn new software applications
• Must be comfortable working in a matrix team setup
• Awareness towards related regulations, government policies and market trends
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Keyskills :
key performance indicatorsmarket datadue diligencemiddle officedata solutionscustom reportsproblem solvingclient reportingfinancial marketscritical thinkingscenario analysisproduct developmentbusiness requirementsfinancial justificationclien