Senior Officer - Banking Standards

ShareAction London United Kingdom Banks

Company Description

ShareAction and the global system of finance

It is said that “money makes the world go around” but the global financial system in its current form is in danger of making our world a very inhospitable place indeed for future generations.

Though it has lifted many out of poverty, today the global financial system has an oversized impact on many of the existential challenges we face. Biodiversity loss is such an example, as is climate change and the growing gap between rich and poor in terms of both income and health. Investment, lending and insuring decisions can enable destructive and exploitative industries or they can support a transition to a more sustainable way of living and use of precious resources. The latter approach is known as responsible or ESG (Environmental, Social and Governance) investment.

ShareAction’s vision is of a world where the financial system serves our planet and its people. Our mission is to define the highest standards of responsible investment and to drive change until these standards are adopted worldwide. We work towards our mission by:

  • advocating for change in the investment industry using our research and rankings
  • campaigning with allies to strengthen investor stewardship and change corporate behaviour
  • pushing for public policy reform to transform the financial system

Position

You will be joining us at an exciting time, when there is rising interest in how banks are addressing climate change risks and fostering the transition to a fairer, cleaner and safer world. This is a rapidly evolving field and we are looking for someone with excellent organisational, research, and interpersonal skills and a passion to make a difference to join our team. ShareAction’s Banking Standards team seeks to work with banks, investors, and savers to make sure to the banking industry take responsibility for their impact on people and planet.

You will be responsible for developing and implementing the AGM strategy of ShareAction’s Banking Standards team, supporting the filing of shareholder resolutions at banks, contributing to research briefings, helping the team respond quickly to external events and press queries, supporting external engagement activities, and providing project management support.

Key responsibilities

Together with our Senior Campaign Manager, responsible for developing the AGM strategy of the Banking Standards team and for its implementation

  • Responsible for undertaking research for and drafting AGM questions and briefing packs for AGM activists & other stakeholders;

  • Provides support and liaises with AGM activists, together with our AGM Coordinator, and other external stakeholders;

  • Responsible for planning and co-ordinating AGM actions;

  • Support AGM Coordinator to deliver AGM activists trainings on Banking topics; present on topics and company asks;

  • Share campaign updates on relevant channels;

  • Write blog articles, social media posts, and opeds.

Responsible for coordinating resolution logistics

  • Helping the Networks and Campaign teams promote the shareholder proposal(s) to our existing supporter base and other individuals and secure the necessary co-filers to ensure our shareholder proposal(s) are successfully filed;

  • Assisting with operational tasks, including, but not limited to, reviewing resolution paperwork submitted by supporters to ensure compliance;

  • Maintaining centralised record-keeping, using our Salesforce database;

  • Providing content input to content being produced about the shareholder resolution(s) being filed;

  • Building relationships with any new individual supporters to engage them in ShareAction’s wider campaign work.

Supporting the team with research

  • Support the Financial Sector Research (in charge of ShareAction’s survey work) & the Banking Standards teams in the delivery of its biannual banking survey through conducting research, supporting with questionnaire design, data auditing, analysis and report writing;

  • Contribute to investor briefings, reports, blog articles that support the successful delivery of the Banking Standards programme.

Helping the team respond quickly to external events and press queries

  • Working with others in the team, responsible for responding to external events which might require a quick turnaround. This can include writing a short briefing, blog article, press release, template emails or sample tweets;

  • Help draft quotes in response to ad hoc press queries;

  • Help the Communications team amplify the work of the Banking Standards team.

Supporting external engagement activities

  • Support external engagement activities with banks, investors and other stakeholders, such as by writing pre-meeting briefings, taking notes, conducting expert ad-hoc verbal briefings, webinars and presentations;

  • Manage the logistics for events, including room bookings, catering, liaison with external speakers and attendees.

Providing project management support

  • Lead on improvements to our network operational systems (Salesforce, Sharepoint), to ensure that we have strong systems underpinning project delivery;

  • Overall responsibility for campaign monitoring and reporting, including reviewing monitoring and evaluation reports and processes on Salesforce, running reports and logging progress, and coordinating trimonthly internal newsletters.

Developing self and team's knowledge and skills

  • Keeping abreast of latest developments and leading practice relating to the banking sector and use the information to inform the continuous improvement of banks’ climate and responsible investment practices;

  • Responsible for collecting and archiving relevant news stories and reports as a bank of resources for the Banking Standards team;

  • Takes the initiative in identifying personal development opportunities.

Please note that this list is not exhaustive and the role might change slightly from time to time.

Requirements

Essential

  • Excellent organisational, project and time management skills with the ability to work under pressure, plan and prioritise work effectively and meet deadlines;

  • Experience campaigning for change, ideally on climate change and/or banks;

  • Excellent research skills and a keen attention to detail;

  • Experience using social media to further campaign goals and contributing to press releases;

  • Willingness to handle multiple tasks, changing priorities, and an ability to meet deadlines in a fast-paced environment;

  • Strong interpersonal skills with ability to work as part of a team and across teams;

  • Ability to communicate and build good relationships with external stakeholders with a high level of professionalism;

  • Excellent written and oral communication skills;

  • Excellent analytical skills – the ability to quickly get to grips with new and complex subject areas, assimilate information, pull out the relevant points and communicate them to internal and external audiences;

  • Great team player, who is happy to take advice and direction from colleagues working in other work programmes, such as supporter network/grassroots organising;

  • Experience of working with CRM systems, ideally Salesforce.

Desirable

  • Experience of working with Microsoft Office 365, particularly SharePoint;

  • Knowledge and interest in biodiversity and/or other ESG topics that are relevant to banks;

  • Basic knowledge of data protection regulations / GDPR.

Other information

Hours: Full-time, but with some flexibility possible

Contract type: Permanent

Salary: £27,000- £33,000 + 8% pension (non-contributory) and benefits including a healthcare scheme

Deadline for applications: Wednesday 4 August 2021 (9am)

ShareAction values and respects all differences in people (seen and unseen). One of the ways we do this is by actively encouraging 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..

Due to Covid-19 all interviews will take place online, you will also be expected to work from home for the foreseeable future.

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.

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Application Form - Senior Officer

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ShareAction is committed to creating an inclusive environment of people who together encompass the whole range of human difference, such as gender and gender identity, ‘race’ and ethnicity, faith, sexual orientation, disability classification, and class. The following diversity monitoring questions are intended to help us maintain equal opportunities best practice and identify barriers to workforce equality and diversity. All questions are mandatory with a ‘prefer not to disclose’ option but the more information you supply, the more effective our monitoring will be. This information is not used as part of the recruitment process and will not be viewed with your application.

We use these questions to help short list applications as part of our blind screening process instead of requesting a covering letter. 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. Your CV will only be made available to the recruiting manager after the initial shortlisting has been completed. Please complete each question ensuring to not exceed 250 words. ShareAction's core values are Independence, Courage and Persistence. Please keep these in mind when answering the following questions, as we hope to see these demonstrated in your work

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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.


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 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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