Asset Management - Investment Stewardship Specialist - Associate

Job Description
At J.P. Morgan Asset Management, we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide investment strategies across regions, sectors, styles and the market cap spectrum.
Job Summary
As an Investment Stewardship Specialist within the Sustainable Investing and Stewardship team, you will support the delivery of the annual and long-term objectives of JPMAM's investment stewardship program and contribute to carrying out governance analysis, stewardship engagement, and proxy voting. You will be supporting and implementing our efforts in advancing independent data gathering and analysis and conducting research and due diligence on shareholders' meetings. The role is in a front office environment which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets Solutions. It will involve engaging with senior representatives of the companies in which we invest on their business and sustainability practices with a focus on promoting best outcomes for our clients. You should possess a passion for independent, creative and critical thinking and a desire to be a part of a fast-moving and fast-growing team that is making pioneering changes. This role will report to the Head of Investment Stewardship, North America.
Job Responsibilities

• Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologies
• Support voting related audit program and compliance reporting. Conduct communication with client teams on proxy voting related matters, including preparation of voting case-studies and client level voting statistics.
• Help identify and target companies for specific investment risks; support in delivering theme-specific engagements with representatives of companies to manage identified risks and deliver outcomes for our clients.
• Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability themes; research and develop the engagement agenda and pipeline; coordinate between different investment teams to ensure alignment on key engagement issues.
• Develop and take ownership of reporting of theme-specific corporate engagement and proxy voting activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM's client servicing teams to ensure client reporting and client presentations meet expectations, and that client queries on our stewardship activities are responded to promptly and to the satisfaction of the client.
• Build key working relationships across internal constituents from investment teams, business teams and corporate teams.

Required qualifications, capabilities and skills

• Minimum undergraduate with a degree in finance, economics, law, accounting or public policy.
• 3+ years of experience
• Experience in Financial services
• Experience with sustainability related issues and its overlaps with investment management. Desire to continue to learn and upgrade domain knowledge in ESG.
• Proven presentation, communication and influencing skills; strong report writing skills; ability to engage with clients / corporates / industry bodies.
• Ability / willingness to work with key internal groups - portfolio managers, analysts, product specialists, RFP teams, corporate actions teams;
• Ability to work and drive change effectively in a global, high volume, rapid pace, deadline-oriented environment.
• Team player.
• Strong self-motivation and analytical skills.

Preferred qualifications, capabilities and skills

• Previous buy-side experience on relevant investment approaches an advantage.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.