Director, Investment Strategy

1 week ago

Toronto, Ontario, Canada Bank of Montreal Full time $95,200 - $176,400
Job Summary

We are seeking a highly skilled and experienced professional to join our Responsible Investment (RI) team as Director, Stewardship, Responsible Investment. This role will play a critical part in implementing and overseeing our strategy and activities related to proxy voting, corporate engagement, public policy engagement, and industry collaboration.

Key Responsibilities:
  • Implement and oversee strategy and activities related to proxy voting, corporate engagement, public policy engagement, and industry collaboration.
  • Directly manage RI team individuals with defined proxy voting and/or engagement responsibilities, as well as guide stewardship activities more broadly across the team.
  • Work closely with the Head of RI, RI team members, investment teams, and other internal stakeholders to ensure stewardship activities support business needs.
  • Support the Head of RI with the development and implementation of the GAM-wide RI program, specifically related to its Stewardship pillar, and corresponding team and business planning.
  • Monitor stewardship implementation strategy, including the effectiveness of internal and external resources on an annual basis.
  • Stay abreast of best practices related to industry standards, regulatory developments, and stewardship best practices to inform proxy voting guidelines, internal policy updates, and engagement planning.
  • Foster and grow relationships with key stakeholders within the RI and sustainability community to represent the team's expertise and position on ESG issues.
  • Develop and mentor talent across the team to empower individuals, facilitate cross-training, support succession planning, and career growth.
  • Oversee and guide the voting of proxies and voting-related engagement, mainly in the North American market, according to our corporate governance guidelines and other relevant policies and procedures.
  • Manage annual updates to our corporate governance guidelines, informing proxy voting strategies, including ensuring internal approvals and close communication with external service providers.
  • Oversee and manage internal and external proxy voting stakeholder relationships according to internal governance structures, including decision-making with portfolio managers, leading internal relevant committees, and managing touchpoints with external proxy voting and engagement service providers.
  • Oversee and manage the overarching engagement program, including setting targets, engagement record-keeping, tracking progress, and guiding the team to meet their annual goals.
  • Provide guidance related to thematic engagement project campaigns on Climate Action, Social Equality, and Good Governance, and advise subject-matter experts on engagement best practices.
  • Assess and oversee BMO GAM's participation in collaborative investor initiatives and manage the relationship with external proxy voting and engagement service providers.
  • Speak frequently at industry events on topics related to ESG themes and stewardship approaches, including policy developments, and participate in leadership positions within industry committees and roundtables on behalf of GAM.
  • Closely follow relevant public policy developments and updates to inform formal consultation responses and approvals.
Requirements:
  • At least 10 years of direct or relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education, experience, and advanced understanding of the functional area and the market, preferably in Asset Management.
  • ~5+ years of oversight and team management related to ESG and/or sustainability.
  • ~ Strategic thinker that is able to adapt to the fast-changing environment of responsible investment.
  • Strong experience with sustainability/ESG regulation, policy, and standards in North America and globally.
  • Direct experience with proxy voting and/or corporate governance, preferably in the North American market – in-depth.
  • Knowledge and experience with proxy voting data provider platforms and tools.
  • Detailed understanding of investment management processes and portfolio management decision-making to collaborate effectively with investment teams.
  • Passionate about responsible investment and thematic ESG issues.
  • Experience using, preparing, and analyzing quantitative and qualitative data.
  • Collaboration & relationship management skills – In-depth.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

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