Senior Project and Engagement Officer (Asset Owner Networks)

ShareAction London United Kingdom Asset Owner Initiatives Hybrid

Company Description

ShareAction is an independent charity and an expert on responsible investment. We work to build a world where the financial system serves our planet and its people. We set ambitious standards for how financial institutions, through their investment decisions, can protect our planet and its people and campaign for this approach to become the norm. We convene shareholders to collectively push companies to tackle climate crisis, protect nature, improve workers’ rights and shape healthier societies. In the UK and EU, we advocate for financial regulation that has society’s best interests at its core.

Position

What you’ll do

This role is part of a small team who form the secretariat for two vibrant, dynamic networks of mission-driven asset owners: the Charities Responsible Investment Network (CRIN) and Responsible Investment Network - Universities (RINU). We support members to align their investments with their social and environmental missions and values, through a tailored programme of networking, advocacy and educational activities. The networks are unique spaces, enabling members to collaborate, share best practice and to be leaders at the cutting edge of thinking around what it means to be a responsible investor.


You will make a significant contribution to our team by supporting the design and delivery of our annual workplan for CRIN and RINU and engaging members to participate in network activities. You will be key to ensuring the smooth running of the secretariat, including monitoring and evaluation to ensure that our work is as impactful as possible.


The secretariat sits in ShareAction’s Investor Engagement team, which engages with a range of actors to develop and drive up standards of responsible investment. You will work closely with the Senior Engagement Manager (Asset Owner Networks), who manages the work of the networks, and with the Senior Research Manager (Investors), who supports members to leverage research and analysis, and engage with their financial service providers, such as asset managers and consultants.


In this fast-paced role, on a day-to-day basis you might be:

  • Designing new projects (such as an educational workshop or advocacy initiative) for our annual workplan of activities;
  • Responding to enquiries from, and holding meetings with, members or prospective members (foundations, trusts, operational charities, universities and colleges);
  • Organising quarterly member meetings, as well as other workshops on topics such as participatory decision-making in investment, artificial intelligence and responsible investment, or divestment and the arms trade (scheduling, agenda drafting, note-taking, facilitating discussions and coordinating follow-up actions);
  • Writing case studies or articles to showcase the cutting-edge work of members;
  • Conducting small research tasks and drafting discussion papers to inform members of responsible investment approaches and best practice;
  • Sending emails to members informing them of relevant events, news and research;
  • Designing and sending surveys to collect data on members and their impacts;
  • Updating records, including information on members and their investments, their participation in network activities, and their payment of invoices.

If this role sounds like something that would build on your current skill set and engage you, we’d love to hear from you!

Requirements

What you’ll bring to the team

We’re looking for someone with excellent organisational, communication and interpersonal skills. You’ll be confident with managing projects and events, and comfortable in a fast-paced work environment, working across multiple different projects. You’ll be enthusiastic about movement building and working collaboratively as part of a network, and able to develop good relationships with a range of internal and external stakeholders. You’ll have a proven ability to communicate well with a variety of different audiences.


While we hope we’ll find someone with the majority of the skills and experience on the person specification, we’re really keen to hear from you, even if you don’t have them all. This is a varied role, and we’re looking for someone willing to get stuck in and learn: you’ll have the opportunity to develop and hone skills in network building, relationship management, project management and research.


We’re not looking for someone from a specific sector: you may have some experience in the charity or university sector, in environmental and/or social justice campaigning, or working on corporate or financial sector standards. You may be at an early stage in your career, or someone with more experience who is looking for a change. Most importantly, you’ll have a real passion to make a positive difference for people and planet, and be excited to shape the work of two networks at the cutting edge of thinking around what it means to be a responsible investor.


We are currently formalising our hybrid working policy, however, there is an expectation that you will be able to attend the London office or meetings at least 4 times a month. This role will require close collaboration with colleagues and network members, so it is important that the successful candidate can join us in-person when required.


What we will do for you

We are a fast-paced organisation that has grown substantially over the past few years. We recognise that our people work hard to advocate for responsible investment and drive meaningful engagement with those who have the power to create a brighter future. Every day they bring their expertise, passion and persistence to build a world where the financial system serves our people and planet. We want to ensure we provide the right environment for our colleagues to thrive and we are committed to improving our employee offer where possible.


Currently we are pleased to offer:

  • Commitment to flexible working; over 60% of our employees have some sort of flexible working arrangement in place
  • Hybrid working; we are committed to supporting our staff to work in a way that suits their lifestyle and meets the requirements of their role
  • Internal promotion and development opportunities; we offer a range of ways to improve your skills and focus on what you love, including promotion, secondment, or sideways development opportunities. For some levels of roles, we also offer direct progression.
  • Opportunity to help make a difference; we tackle some of the world’s biggest social and environmental challenges. We offer opportunities for you to develop your skills and experience in a friendly, flexible and supportive working environment.
  • Unionised work environment; our staff have the opportunity to join the union, and are supported by our recognised union, Unite. We regularly consult and negotiate with our employees on workplace matters ranging from working conditions to pay.
  • Regular in-person meetings; including all-staff away days, retreats and directorate strategy days to create connected teams.
  • 8% non-contributory pension; invested with NEST and their green funds.
  • Healthcare cash plan; with Westfield that gives you money back on your healthcare costs.
  • Employee assistance programme; advice and support, lifestyle discounts and short-term counselling.
  • 25 days’ annual leave (increasing with length of service) plus office closure at the end of the year; ensuring everyone gets time to switch off together.
  • Enhanced family leave pay; up to 18 weeks’ paid at 90% for either parent.
  • Enhanced sick pay; starting at 5 weeks’ full pay from day 1.
  • Season ticket loan and cycle to work scheme.

Other information

Contract type: 12 months, fixed term; full time, or would consider part time of 0.8 FTE (4 days per week).

Who it reports to: Senior Engagement Manager (Asset Owner Networks)

Salary: £33,900 - £37,653 + 8% pension contribution

(We normally offer a starting salary at the start of the range)

Deadline for applications: Monday 7th October at 9 a.m.

Interview dates: First round online interviews will take place on 16th and 17th October. Second round interviews will take place on 22nd October, and these will be in person at our London office.


ShareAction values and respects all differences in people (seen and unseen) and welcomes 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 we are working hard to provide an environment where all can bring their authentic selves to work. We know that some people won’t apply for a role unless they meet all the requirements listed in the job description. If this is the case for you, but you think you would excel in this role, we want to hear from you!


Our hiring process is anonymised, we won’t ask for a cover letter and we don’t look at CVs until the interview stage. We do this so that we reduce the opportunity for unconscious biases to affect our decision making and so we prioritise skills and expertise over how well you can write a CV.


We also actively encourage incoming staff to consider flexible working arrangements; recognising that a better work-life balance can improve employee motivation, performance and reduce stress. 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.


While we embrace hybrid working at ShareAction, we also think there is a lot of value in spending time together in person. We run all-staff away days, a yearly retreat and more regular team and directorate meet-ups so that we can develop our ideas and plans together. As part of the induction process, we’ll invite you to our office in Aldgate so you can meet and get to know your line manager, team and others from across the organisation.


To be considered for this post you must be legally eligible to work in the UK, unfortunately we are unable to provide visa sponsorship.


Please be aware that when shortlisting we are really keen to get a sense of your unique voice and individual experience, especially if you are using generative AI tools as part of your drafting process.

Application Form: Senior Project and Engagement Officer

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ShareAction is committed to creating an inclusive environment of people who together encompass the whole range of human difference and experience. We ask candidates to provide their diversity information so that we can aggregate the data, and see where our recruitment processes are supporting diversity and inclusion, and where we may need to make changes. This data will not form part of your application, and will be kept strictly confidential. For more information on how we use and protect your data, please see our Privacy Policy on our website (https://shareaction.org/privacy-policy). If you do not feel comfortable giving us this information for monitoring and evaluation purposes, please just choose the 'prefer not to disclose' option.

We use these questions to help short list applicants as part of our blind screening process instead of requesting a covering letter. THIS IS YOUR OPPORTUNITY TO STAND OUT FROM OTHER APPLICANTS, AND IS WHAT WE USE TO ASSESS YOUR COMPETENCY AGAINST THE REQUIREMENTS OF THE ROLE. Please do take the time to answer the questions as fully as you can - we will NOT consider your application if your answers are incomplete. Please be careful not to include information such as your name, university attended, age or gender in the boxes as we will need to manually remove it. NOTE THAT YOUR CV WILL ONLY BE MADE AVAILABLE TO THE RECRUITING MANAGER IF YOU HAVE PASSED THE INITIAL SHORTLISTING PROCESS. Please complete the following questions, ensuring not to exceed 250 words per answer.

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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 [email protected] 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.


Cookies

Like lots of other websites, we also use cookies which are tiny files that are downloaded to your computer to improve your experience. By using our website you agree to our use of cookies and you can read more about how we use cookies here.


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 [email protected] 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 [email protected] 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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We may request that you consent to a DBS check as you may be required to work with children or vulnerable adults.




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You agree to us contacting you if a similar or suitable role comes up that you might be interested in.


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