Overview

Fidelity believes that high standards of corporate responsibility make good business sense and protect and enhance investment returns. Our investment process takes environmental, social and governance (“ESG”) issues into account when, in our view, these have a material impact on either investment risk or return.

ESG analysis is being carried out by analysts across asset classes and our portfolio managers are active in analysing the potential effects of these factors when making investment decisions. The Sustainable Investing team works closely with the investment teams and is responsible for consolidating Fidelity’s approach to stewardship, engagement, ESG integration and the exercise of our votes at general meetings. The team also works closely with policymakers, industry groups and non-governmental organisations to improve sustainable behaviours by businesses across the world, as well as external and collaborative sustainability related initiatives that seek to improve the way industries and regulated and companies are managed.

About Your Role

You will work collaboratively across the business to deliver our nature roadmap and its integration with our climate strategy, supporting the delivery of our nature thematic engagement programme as well as delivering related reporting. You will work collaboratively with our investment professionals to integrate sustainability considerations into our investment process, including engaging with our investee companies on ESG issues as required. In this capacity you will work across the IM platform globally, with primary focus on our UK and European-based investment teams.

You will contribute to the development of Fidelity’s sustainable investment policies, and work collaboratively with our stakeholders across the business to integrate nature-related data and tools into our processes and systems to support Fidelity’s ambitions. You will also work with client-facing teams to evidence the ESG integration process to our clients and consultants, particularly those based in the UK and Europe, acting as a spokesperson both internally and externally.

Key Responsibilities

Stewardship, Sustainability Research & ESG Integration

Collaborate with Fidelity analysts and portfolio managers to implement sustainability practices into our investment process including:

  • Contribute to the development of Fidelity’s sustainable investment policies
  • Work with client-facing teams to communicate and evidence Fidelity’s approach to stewardship
  • Lead engagements with investee companies on ESG issues in conjunction with the investment team

Corporate reporting

  • Contribute nature subject matter expertise to Fidelity’s corporate sustainability reporting
  • Benchmark and enhance Fidelity’s approach to corporate sustainability reporting by reference to peers, industry best practice and reference to emerging impact measurement methodologies

Client interaction

  • Clearly articulate Fidelity’s ESG strategy and investment-relevant sustainability issues to clients, prospects and consultants
  • Prepare written presentations, material and analysis as required in order to demonstrate our integration approach
  • Produce sustainability-related reports and other materials for client consumption as required by client-facing teams

External representation

  • Maintain thorough understanding of current ESG themes and trends, including policy developments
  • Use market knowledge to deliver thought leadership and thematic articles for an external audience
  • Engage stakeholders as required, ensuring consistent messaging across questionnaires and surveys and proactively liaising with industry initiatives, civil society, academia to inform standard setting and internal developments
  • Represent Fidelity on various ESG-related associations, shareholder meetings, industry conferences, events and panel discussions as required

Internal development

  • Build a thorough understanding of Fidelity’s overall strategies and objectives and manage relationships with internal stakeholders on all aspects of ESG and sustainability
  • Develop mutually productive relationships with individuals from various parts of the Fidelity complex, including investment management teams, legal and compliance, product development, investment directors, institutional, sales & marketing and operations
  • Provide effective ESG training internally
  • Participate in firmwide ESG initiatives including any potential ESG product offerings as required

Behaviours

  • Operate collaboratively with confidence and credibility to influence outcomes with stakeholders, both internally and externally
  • Maintain a constructive, supportive and collaborative working environment, and participate in overall team building activities
  • Think strategically to develop best-in-class solutions, facilitate and streamline the team’s processes and propose solutions to enhance impact and efficiency
  • Contribute where required to the essential workflow of the team to ensure that all key deliverables are met in a timely and efficient manner

About You

You are a subject matter expert in nature with ability to articulate investment-relevant insights and research. You will have:

  • Experience in research and corporate engagement on environmental, social and corporate governance themes, including experience in data analysis
  • Understanding of key sustainability-related regulations and standards including SFDR, EU Taxonomy, TCFD, TNFD, UK Stewardship Code, UNPRI, CSRD, SASB, GRI, etc.
  • Strong stakeholder management skills, with proven ability to influence internal and external stakeholders
  • Excellent writing and drafting skills, communication and presentation skills, including translating data into visuals and graphs (experience with PowerBI and/or other modern data visualisation platforms will be viewed favourably)
  • Proactive approach to work across multiple projects, with strong project management skills and a creative and innovative mindset
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