Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- ESG stewardship expert shaping Beneva’s sustainable investment strategy, proxy voting, and shareholder engagement. Influencing institutional managers and portfolio companies to advance responsible investment.
Responsibilities
- 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 collaborative 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
Benefits
- Beneva is an equal opportunity employer
- Purpose: Beneva places people at the heart of its actions and contributes to the well-being of the community
- Regular full-time employment
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