ESG Engagement and Stewardship Expert Advisor

• 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

• 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

Demonstrates expertise in ESG engagement strategy, proxy voting policy development, and shareholder resolution analysis. Proficient in establishing stewardship practices and monitoring responsible investment trends and regulatory requirements.

• ESG Engagement Strategy
• Proxy Voting Policy Development
• Shareholder Engagement
• CFA Designation
• Fluency in French

• Shareholder Resolution Analysis
• Voting Recommendations
• ESG Frameworks
• Stewardship Practices
• Performance Indicators Development

• Strategic Dialogue Leadership
• Communication Skills

• CFA Designation
• ESG Certification

• Responsible Investment
• Governance Issues
• Climate Issues
• Social Issues
• Shareholder Rights