Responsible Investment Standards Lead, Health Team

ShareAction London United Kingdom Finance

Company Description

ShareAction

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.


Team

Following a year of scoping and design work, we are now one year into our new Long-term Investors in People’s Health (LIPH) programme. ShareAction’s LIPH initiative supports investors to consider population health – and the factors that influence it – within their investment decision-making, their voting and their company engagement practices. It seeks to drive up investment standards to narrow the health inequalities that we see today. LIPH brings additionality to the plethora of existing health-related initiatives by focussing on population health holistically, as well as building support and advocating for health to rise up the agenda and sit alongside climate change as a systemic risk for the investment system. The programme will make the business case to investors and seek to harness their influence to build better population health, addressing the health impacts that companies have on their workforce, consumers and on the communities they operate within.

Position

This post will develop and lead the Investor Standards workstream of the Health programme at ShareAction, engaging many of the world’s largest asset managers. Good health is heavily influenced by the world around us – the quality of work we do, the products and services we consume, the quality of air that we breathe. Companies and their investors have an outsized influence on our health but for too long the investment system has overlooked this theme as an ESG factor. This post will play a critical role in establishing health within the responsible investment landscape.


This post will define ‘good practice’ for investors’ health impacts and work with our alliance of 39 investors representing £5.9tr in assets under management to help them reach a good standard. This will involve: consultation with investors to understand their needs and develop solutions and resources, deepening our understanding of the leaders and laggards in the investment sector in relation to health, critically assessing investors’ approaches to health and suggesting improvements, as well as supporting our investor signatories to learn from one another. It is anticipated that this work may involve partnering with others to improve the health data landscape, making it easier for investors to understand and access the data they need.


Key objectives include:

  1. Establish a robust process for assessing progress of investor signatories’ health-related policies and practice year-on-year, carry-out these assessments, critically analyse responses and provide investors with clear feedback for where they could improve
  2. Consult with investors to better understand what they need to improve practice in relation to health, and develop or commission the development of a suit of practical tools, templates, case studies and other resources to meet these needs
  3. Integrate health into broader ShareAction research such as our Leading Practice and Voting Matters reports
  4. Understand investors’ data needs and the role ShareAction should play in relation to health data. This may involve partnering with external data providers and / or facilitating dialogue to build consensus around the most important metrics to develop or measure.

Key Responsibilities

  • Develop and deliver a new Investor Standards workstream within the Health programme (Long-term Investors in People’s Health).
  • Consult investors to understand their needs and develop a set of solutions which help the sector to improve their practice in relation to health. This may involve writing reports and guidance to help investors better integrate health into their investment approach, or commissioning others to develop resources.
  • Be the health team link to ShareAction’s Financial Sector Research team, supporting the integration of health into their research, supporting analysis of this data and advising on key recommendations for the investor community from a health perspective.
  • Build on our initial Investor Guide to set out what good looks like for investors, and commission and develop practical tools, templates and case studies to support investors to further integrate health into their work.
  • Develop a robust process for measuring and assessing the progress of investor signatories, build capacity across the team to critically assess investor approaches and strategies, and provide feedback to investors to help them improve.
  • Develop partnerships with other NGOs and possibly data providers to improve the health data landscape. This may involve building consensus on a set of key health metrics and influencing others to embed these into their work.
  • Organise and facilitate meetings, roundtables and other events in support of the above.
  • Work with the Senior Engagement Manager to build a programme of learning and development for investor signatories, including opportunities for them to share learnings in-person or virtually
  • Provide general support to the Health and Financial Sector Research team in raising the bar for responsible investment in relation to health outcomes, carrying out ad hoc tasks, as required Informing ShareAction’s policy influencing agenda for health and responsible investment
  • Keep up to date on developments relevant to the area of work, sharing information with the team and ensuring their own continued development

Requirements

Essential criteria required:

  • A clear strategic thinker, able to critically assess a set of options and prioritise these to develop a plan which can be implemented
  • Strong analytical skills and ability to conduct a critical assessment of investor approaches
  • An understanding of the wider determinants of health and/or wider topics relating to social impact, responsible investment or ESG factors. This may relate to past experience in areas such as the finance sector, research, corporate campaigning or policy making.
  • An interest in driving social impact through influencing commercial actors, including investors and companies
  • Experience of working with others to understand and define a problem and identify a set of solutions
  • Experience of developing high-quality written outputs to improve practice
  • Ability to build constructive partnerships and represent ShareAction externally
  • Ability to influence a range of stakeholders toward our goals, using persuasive arguments, tailored communication and negotiating skills
  • Great written and verbal communication skills, able to present clearly to groups of senior stakeholders and to distil complex information into easily understood language
  • An interest in supporting investors to learn from one another, and willingness to facilitate dialogues and events in support of this.
  • Good team player with ability to join dots across teams and a keenness to help others to learn.
  • Excellent organisational skills, proven ability to manage competing demands while still meeting deadlines

Desirable criteria:

  • Strong quantitative and qualitative analysis skills
  • Experience of how decisions are made within institutional investment companies and how investors use data to inform their approaches i.e. as an investment analyst
  • Experience of working with metrics and/or delivering research around health, or wider environmental, social, governance (ESG) topics
  • Experience commissioning or outsourcing work, developing specifications, and contracting with providers

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 Health

Salary: £40,000 - £44,530 + 8% pension contribution

Deadline for applications: 2nd May 2023, 9 a.m. Applications are being reviewed on a rolling basis and the vacancy may close earlier than advertised if a suitable candidate is found. Please apply when you can. Candidates will be notified of the outcome of their application as soon as possible after applying.

Interview dates: TBC


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.


(was Senior Manager – Investor Standards, support and accountability)

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This policy tells you how Fairshare Educational Foundation trading as ShareAction (registered charity number 1117244) processes and protects your personal data. We aim to be clear when we collect your data, let you know what we will use it for and keep it secure.

When providing us with your details you accept this privacy policy and authorise ShareAction to collect, store and process your personal data in the ways mentioned in this policy and for the purposes you have given it to us. If you would like more information or have any questions, please email us at info@shareaction.org or call us on 0207 403 7800.


What Personal data is collected?

We may collect personal information about you when:

  • You sign up to our mailing list(s),
  • You make a one-off donation or sign up to donate regularly,
  • You sign up to attend one of our events,
  • You become involved in one of our campaigns,
  • You fill out a survey or quiz we send you,
  • You apply for a paid or volunteering role with us.

The information we collect may include, among other details, your name, address, email address, telephone number, pension provider, Responsible Investment issues of particular interest to you, your involvement in ShareAction campaigns or activities, information as to whether you are a taxpayer, your employer or organisations in our network that you are affiliated to.

We may also collect information about you from publicly available sources from places like Companies House or information published in newspapers.

If you make a donation, we will collect the details necessary to process this payment e.g. bank account details to set up a Direct Debit and ask for consent to use your contact details to send you updates on our campaigns and occasional appeals. We do not store credit or debit card details and when making an online donation your payment details are processed by a third-party secure server payment gateway provided by PayPal.

We will not collect sensitive personal information or information classed as special category unless there is a clear reason as to why we need it. We will only collect this with your consent, and we will give clear notices so that you know why we need this data and how long we will keep it for.


Profiling

We might use profiling or screening methods to ensure that communications are relevant to you and we do this by using data that you provide us with, data from publicly available sources, and data that is processed automatically through the systems we use (for example, whether you have previously opened emails from us). Profiling also allows us to understand more about people that support us which helps us to make appropriate requests for involvement in our campaigns and fundraising appeals. We may use geographic and demographic information to build a profile. Under the General Data Protection Regulation you have the right to obtain an explanation of any profiling decisions we have made and challenge these decisions.


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Why is this data collected?

How we use your personal data will depend on the reason you are providing it and we will aim to make the reason clear when we collect the data. We will mainly use your data to:

  • Provide you with services or information that you have asked for, such as sending you a newsletter, inviting you to training, or sending you more information about our campaigns.
  • Keep you informed about our campaigns and movement and respond to questions you may have.
  • Process your donation, including processing any Gift Aid declaration.
  • Invite you to events we think might be of interest to you.
  • Invite you to participate in our campaigns.
  • Keep a record of how you prefer to be contacted.
  • Keep a record of your relationship with us.
  • Understand how we can improve our services, products and the information we provide.
  • Develop a better understanding of our supporters to help us make better decisions in order to deliver our mission.
  • Aggregate information for confidential reporting to project partners (see the Third Parties section below for more information on how your data is shared with project partners).


Our legal basis for processing personal data

The legal basis for processing your data depends on the reasons and circumstances we are collecting it.

Our legal basis for processing most personal data is because you have given us your consent to do so. You have the right to withdraw your consent for holding and processing your data and can do so by emailing us at info@shareaction.org or calling us on 020 7403 7800.

In some circumstances, the processing is necessary for the performance of a contract with you or necessary for us to comply with a legal obligation.


Legitimate Interests

Sometimes the legal basis for processing your data may be because it is in our legitimate interests to perform our operations. Before doing this, we will always carefully consider and balance any potential impact on you and your rights and we will not process any data if there is any risk of harm or potential conflict with your interests. Some examples of where we have a legitimate interest to process data are:

  • Managing our ongoing relationships with our professional contacts.
  • Researching new professional contacts at companies, investors and other NGOs that may be interested in our campaigns.
  • Using networking sites like LinkedIn to reach out to professional contacts who we think may be interested in our work.
  • Managing our financial transactions and preventing fraud.


How is my data protected?

We take good care to ensure that the information we store on our database is kept secure in order to prevent unauthorised access and comply with the General Data Protection Regulation. Our devices are encrypted and staff that work with data have received appropriate training.


Third parties

We will not sell, rent or swap your information with other organisations for them to use in their own marketing activities.


Service providers

Like most organisations, we use trusted service providers to help our operations to be more efficient. These include systems and software providers like EventBrite, Microsoft programmes and Salesforce. We may use third party providers that are located outside of Europe. For example, the database we use to store your data and some email platforms we use have servers located in the USA. We have taken steps to ensure that the services we use that are located outside of the EU have appropriate security measures in order to protect your information. All providers we use are well renowned for their data security and have the appropriate technical controls and policies in place to protect your personal details.


Legal Requirements

We may disclose your personal information when required to do so by law.


Project Partners

We work with other charities and NGOs on some of our campaigns to share knowledge and resources. We will never share personal information with them without your explicit and informed permission but we may aggregate information in order to share statistical information needed for analysis. We will not include any details that could identify a specific individual.


How can I access, update or ask ShareAction to stop using my personal information?

If your details change, please let us know and we will update them on our system.

You can also change your mind at any time about the ways in which we contact you or withdraw your consent for us to process your data. You can do this by emailing info@shareaction.org or calling us on 0207 4037 800. Most emails we send you will include a link you can click on to unsubscribe from that particular type of communication.


Removing data

If you tell us that you no longer would like us to contact you, we will keep limited amounts of information (usually just your name and email address) and add this to our suppression lists to ensure you do not receive communications from us in the future – we will not use it for any other purpose. In certain circumstances you also have the right to have your personal data erased from our databases completely and you can ask us to do this at any time.

We regularly monitor your engagement with our communications and will periodically send emails to ask if you still wish to receive updates about ShareActions work. We will continue to hold your personal data while you are actively engaged with us until you ask us not to. If you have not engaged (either opened, replied, taken the requested action, or clicked through) with any of our emails then we will remove your personal details from our database after three years.

Legally, we are required to hold some types of information to fulfil our statutory obligations. Details needed to claim Gift Aid is one example of this.


Subject access reports

To request a subject access report which details all of the information we hold about you, please make this request in writing to ShareAction, 163/66 Hatton Garden, Fifth Floor, Suite 23, London UK, EC1N 8LE. We will not charge you for this request and will provide this information within one month of receipt, if the request is reasonable.


Making a complaint

If you are unhappy with this privacy policy, or the way in which we process your personal data you can make a complaint via our complaints policy.

You can also complain to the Information Commissioner’s Office via their website.


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