Define and evolve the ESG engagement strategy for external managers and investment portfolios

Develop the strategic direction of the proxy voting policy

Develop voting guidelines and institutional positions on governance, climate, social, and shareholder rights issues

Analyze shareholder resolutions and formulate recommendations on complex or high-risk matters

Establish escalation mechanisms and stewardship practices that promote responsible governance

Lead strategic dialogues with external managers to influence the advancement of their ESG practices

Produce ESG analyses and reports for external disclosures and accountability purposes

Represent the organization before associations, bodies, and cooperative sustainable investment initiatives

Develop performance indicators and monitoring mechanisms related to engagement, stewardship, and proxy voting activities

Monitor strategic developments in responsible investment trends, standards, and regulatory requirements

Requirements

Bachelor’s degree in finance, economics, public policy, law, sustainability, or a related discipline

Minimum of 10 years of relevant experience

CFA designation or a recognized certification in ESG or responsible investment

In-depth knowledge of shareholder engagement, proxy voting, and stewardship practices used by institutional investors





Strong command of ESG frameworks and standards, as well as regulatory requirements applicable to institutional investors

Demonstrated expertise in analyzing shareholder resolutions, formulating voting recommendations, and preparing related accountability reports

Fluency in French, both spoken and written

Advanced proficiency in English, both spoken and written

Core Competencies Demonstrates expertise in ESG engagement strategy, proxy voting policy development, and shareholder resolution analysis. Proficient in establishing stewardship practices and monitoring responsible investment trends and regulatory requirements.

Highest-signal resume keywords

ESG Engagement Strategy

Proxy Voting Policy Development

Shareholder Engagement

CFA Designation

Fluency in French

Hard Skills

Shareholder Resolution Analysis

Voting Recommendations

ESG Frameworks

Stewardship Practices

Performance Indicators Development

Soft Skills

Strategic Dialogue Leadership

Communication Skills

Certifications & Qualifications

CFA Designation

ESG Certification

Industry Keywords

Responsible Investment

Governance Issues

Climate Issues

Social Issues

Shareholder Rights

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📌 ESG Engagement and Stewardship Expert Advisor (Winnipeg)
🏢 Jobtailor
📍 Winnipeg