Senior Engagement Manager – Investor Standards

ShareAction London United Kingdom Finance
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Company Description


We are at a pivotal moment: the climate and biodiversity crises are deepening, and inequalities are even more marked in the wake of the Covid-19 pandemic. The global investment system has an oversized impact on many of these global challenges We want to make sure that impact is positive. At ShareAction we work with investors, policymakers and individuals to unleash the positive potential of the investment system. We aim to build a world where our financial system serves our planet and its people.


Within ShareAction, the Financial Sector Standards (FSS) Directorate is responsible for analysis and research on global responsible investment (RI) practices, and engagement with a range of actors to support implementation of higher RI standards. This includes working closely and supportively with networks of asset owners. It also includes benchmarking of international asset managers, banks and insurers followed by direct engagement with firms in those sectors to help drive adoption of more ambitious responsible investment, financing and underwriting practices.

The Senior Engagement Manager role will sit within the Investor Standards (IS) team, which is part of the FSS Directorate. The IS team is responsible for challenging asset managers and insurers on their RI practices, socialising ShareAction research relevant to advancing RI standards well as coordinating investor engagement and outreach across the organisation.


What you’ll do (key responsibilities) – most important responsibilities in bold

  • Develop high-calibre relationships with 25 of the world’s leading asset managers, including through 3-4 detailed meetings/call per annum with each asset manager.
  • Prepare and update an overview of each of the 25 asset managers, covering their business model, their approach to RI and their relationship with ShareAction.
  • Schedule, prepare for and lead follow-up calls with each of the 25 asset managers on their performance in our biennial asset manager benchmark and promote tailored and impactful recommendations for positive change.
  • Assist the Head of Investor Standards and IS Research to develop research papers (for internal and/or external consumption) addressing thematically important subjects where RI standards should be strengthened, with practical recommendations that asset managers can implement.
  • Schedule, prepare for and lead calls to present these research papers and practical recommendations with each of the 25 asset managers.
  • Feed learnings from these calls into the drafting of ShareAction’s “real” RI standards work targeted at asset owners, assisting as required with the preparation of material to present our guidance papers, recommendations and findings on the subject to Asset Owners
  • Provide engagement support to ShareAction campaign teams with the 25 asset managers, supporting on the organisation and hosting of calls (with campaign teams), circulating ShareAction research and advocating for our campaigns and coalitions.
  • Provide periodic updates to the organisation of interactions with the 25 asset managers, outlining predominant themes, in particular issues of relevance to our campaign, policy and/or research teams.
  • Ensure detailed notes of calls with the 25 asset managers are captured in our CRM system, SalesForce.


What you’ll bring to the team


  • Relationship-building skills: able to build and sustain relationships with industry-leading asset managers that are constructive but incorporating challenge
  • Strong communication skills: being able to confidently and credibly represent ShareAction’s work and values across a variety of stakeholders
  • A strategic thinker: with the ability to understand complex Responsible Investing topics and to evolve strategies to advance their adoption with impact.
  • Collaborative: able to contribute to and build on research and relationships to support ShareAction’s broader mission
  • Passion: for the responsibility of finance to protect the planet and its people
  • Strong team-working aptitude: experience of working within a team based on mutual trust, respect and inclusion


  • Experience of working within the financial industry
  • Knowledge of responsible investment industry and/or environmental and social themes
  • Experience of working with Microsoft Office 365, particularly SharePoint
  • Experience of working with CRM systems, ideally Salesforce
  • Basic knowledge of data protection regulations / GDPR

What we will do for you

Working with ShareAction will offer you the opportunity to achieve significant personal impact in one of the most respected and exciting organisations in the responsible investment space.

ShareAction seeks to offer all its employees an exceptional working experience with opportunities to develop existing and new skills, applying them in ways that help change the world for the better. You will be challenged but also supported very actively to succeed within a friendly, high performing and highly motivated team.

We commit to:

  • Supporting you to be able to continue to grow your experience and give you space to try new and innovative ideas and approaches;
  • Offering you formal training to build up your skill-set (as identified with your manager) and time to conduct informal training;
  • Providing a flexible working environment – including options to work from home and compressed hours;
  • Providing opportunities to attend, and play a key role in, meetings with high profile stakeholders from across the public health, corporate and investment sectors.

Other information

Contract type: Permanent

Who it reports to: Head of Investor Standards

Salary Band: £40,000 – £49,060 + 8% pension contribution

Deadline for applications: Monday 6th March 2023, 9 a.m.

Interview dates: w/c 6th March 2023

ShareAction values and respects all differences in people (seen and unseen) and welcome applications from all backgrounds, communities and industries. We are committed to having a team that is made up of diverse skills, experiences and abilities and so if you are not 100 per cent sure that you meet all the requirements but believe you could excel in this role, we encourage you to apply and use the application questions to tell us about your experience and what you hope to bring to this role.

We also actively encourage staff to work in ways that best suit their needs and our flexible working policy outlines many of the options available- such as part-time and term-time working, job sharing, home working and working compressed hours. Please talk to us at the interview about the flexibility you need. We can’t promise to give you exactly what you want, but we do promise not to judge you for asking.

Please note that to be considered for this post you must be legally eligible to work in the UK. Due to current restrictions we are unable to hire anyone that isn’t already living in the UK.

Due to our size we are unable to sponsor visas.