Banking Advisor

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .

The Opportunity:

We’re looking to fill an opening for a Responsible Investment Analyst to join our Asset Management team for 6 months.

Reporting to the Senior Director, Head of Responsible Investing, the Responsible Investment Analyst will focus on supporting our proprietary Evaluations, Corporate Engagement, Proxy Voting, and Policy work to help maintain and evolve our leading expertise in Responsible Investment (RI) solutions to Canadian investors.

As oneaviso:

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare – You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Conduct research on existing and emerging ESG risks and opportunities to support NEI’s strategic stewardship work
• Monitor news daily, assessing headline risk for companies in assigned sectors and tracking new sector-specific developments
• Identify material ESG risks and solutions for companies in our portfolios
• Actively participate in the engagement program by conducting company research, preparing briefing notes, organizing meetings with companies and other stakeholders, participating in company dialogues, taking meeting notes and providing input on measuring engagement impact
• Represent NEI in various external collaborations and working groups, developing relationships with peers and subject matter experts
• Support the policy program by tracking relevant policy developments, identifying submission opportunities, and providing supporting research for policy positions
• Support the proxy voting program by monitoring upcoming Annual Shareholder Meetings for assigned companies, providing input on key shareholder resolutions and depending on experience with proxy voting, executing timely votes according to NEI’s voting guidelines
• Conduct ESG evaluations to determine eligibility and monitor ongoing controversies for the publicly traded companies in our portfolio

Requirements

Your experience and skills:

• Bachelor’s Degree in a related field of study
• Minimum three years’ experience in a research function in business, government, academic or nongovernmental organizations
• Superior data management and analytical skills
• Excellent research and investigation skills
• Strong writing and communication skills
• Strong affinity for collaboration
• Deep understanding of ESG factors and their influence on company risk
• Understanding of how to integrate multiple data sources into a proprietary ESG evaluation framework
• Ability to turn data into meaningful ESG insights
• Experience as an asset manager and familiarity with the needs of investment advisors an asset
• Experience with oil and gas, transportation and/or industrials sectors an asset
• Experience with ESG, impact, proxy voting and/or shareholder advocacy an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social event