ESG Investment Portfolio Manager

1 day ago


Vancouver, British Columbia, Canada Vancity Full time
About Vancity

Vancity is a member-owned credit union built on the principles of inclusion and social justice. With a relentless commitment to their values, they have challenged the status quo and broken down barriers since 1946.

Their bold commitments include becoming net-zero by 2040 across all mortgages and loans, as well as pursuing strategies for Indigenous banking and improving the financial resilience of their members.

Why Vancity?

This is a permanent, full-time role with hybrid working arrangements that can be fulfilled primarily from the Vancity head office location and your Lower Mainland-based home office.

If you are an expert in responsible investing (RI) with extensive experience relating to environmental social governance (ESG) analysis, this could be the opportunity for you.

Job Description

We are seeking an ESG Investment Portfolio Manager who will maintain our position as a leader in sustainable investing and all aspects of our RI program. As Head of ESG, Vancity Investment Management (VCIM), your job will be to ensure an optimized investment portfolio for our members consistent with RI criteria.

  • Provide portfolio management and Environmental, Social, and Governance (ESG) screening for investment portfolios to enable long-term competitive performance in accordance with VCIM investment policy guidelines and strategic objectives.
  • Propose potential investments to the Investment Committee for portfolios that optimize performance and comply with ESG criteria.
  • Provide regulatory reporting and commentaries to clients for mutual funds and portfolios consistent with regulatory requirements.
  • Execute shareholder engagement activities (e.g. filing shareholder resolutions, meeting with companies/investors) to mitigate potential ESG risks.
  • Advise and coach leaders in the application of Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) concerns to inform decision-making and reporting and enable the achievement of business objectives.
  • Manage a team of ESG-focused analysts in the application of ESG and SRI principles across a suite of investment products for VCIM.
Requirements

To be successful in this role, you will need:

  • A post-secondary degree, preferably in Finance, Economics, Business Administration or a related field.
  • At least 10 years of professional investing experience, with at least 5 years in relevant responsible investing work experience.
  • A strong understanding of financial markets, investment strategies, and portfolio management.
  • Experience in leading, managing, and motivating a team of investment professionals.
  • Experience in public speaking and delivering presentations.
  • Technical writing and editing experience.
  • Recent securities registration (IIROC, BCSC/Provincial ICPM) experience or ability to be registered as an Advising Representative with the BSSC.
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience. Our permanent employees also qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.

In addition to the 10 statutory holidays in British Columbia, we provide an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.

We understand that retirement means different things to different people, and we offer a defined pension plan that pays you a retirement income for life.



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