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BMO Financial Group ESG & Proxy Voting Analyst in Toronto, Ontario

Address:

100 King Street West

Job Family Group:

Customer Solutions

BMO GAM’s Responsible Investment team oversees the firm’s ESG initiatives and supports all investment teams in integrating ESG considerations into the investment process. In addition to supporting investment processes, the team owns and executes on BMO GAM’s firm wide commitments to responsible investment, develops thought leadership on emerging ESG topics and employs a progressive approach to stewardship and active ownership activities. The team works with both internal and external stakeholders across all sales channels in both asset management and the wider wealth businesses.

The ESG & Proxy Voting Analyst, Responsible Investment conducts investment research to support stewardship and portfolio objectives including proxy voting activities, company dialogue, ESG research and analysis and thought leadership. They work closely with RI team members, investment teams and other internal stakeholders to ensure proxy voting and ESG research supports business needs.

Proxy Voting

  • Analyze and vote proxies in the Canadian market according to our corporate governance guidelines, in a timely and detailed-oriented manner

  • Contribute to escalating borderline or controversial votes according to internal procedures

  • Contribute to voting-related engagement with Canadian investee companies, prior to, during and after proxy voting season

  • Conduct research on governance and stewardship best practices in North America and stay abreast of evolving standards and regulatory changes

  • Support recommending amendments to our corporate governance guidelines informing proxy voting strategies and conduct research on the implication of guideline changes

  • Assist with periodic reporting on our voting activities and the writing of case-studies

ESG Research

  • Conduct quantitative and qualitative ESG research as instructed to support building internal sector-, market- and macro thematic expertise

  • Contribute to industry-leading thought leadership pieces and case-studies on emerging ESG topics and thematic Climate and Social Equality focus areas

  • Support RI team engagement with investee companies on macro ESG themes and support engagement dialogues conducted by investment teams.

  • Work to develop subject-matter expertise on an ESG topic in order to contribute to our internal knowledge hub

  • Contribute to internal presentations on ESG topics, research and industry developments

  • Assist the ESG Integration Manager to support the integration of ESG risks and opportunities in the investment analysis process across asset classes

    Customer Service Advisory

  • Implements responsible investment proxy voting requirements.

  • Identifies, recommends and implements solutions based on analysis of meetings, companies, the market and implications for the business.

  • Ensures alignment between stakeholders about business needs and stewardship practices

  • Develops solutions and makes recommendations based on an understanding of responsible investment strategy and stakeholder needs.

  • Provides advice and guidance to assigned investment sectors or coverage area.

  • Contributes to client-facing presentations

    Strategy / Strategic Initiatives

  • Conducts independent analysis and assessment to contribute to the Responsible Investment team priorities or strategies to resolve strategic issues

    Data Analytics

  • Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.

  • Designs and produces regular and ad-hoc reports, and dashboards.

  • Monitors and tracks tool performance, user acceptance testing, and addresses any issues.

  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

Other

  • Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.

  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined market research

Qualifications

  • At least 6 years of direct or relevant experience and post-secondary degree in related field of study or an equivalent combination of education, experience and advanced understanding of the functional area and the market, preferably in Asset Management

  • At least 3 years or 2 full voting seasons of experience with proxy voting and/or corporate governance, preferably in the North American market

  • Knowledge and experience with proxy voting data provider platforms and tools

  • Passionate about responsible investment and ESG issues, experience with ESG in the investment context is considered an asset

  • Experience using, preparing and analysing quantitative and qualitative data – In-depth

  • Excellent organizational skills; strong attention to detail – In-depth

  • Demonstrated written and data visualization communication skills – In-depth

  • Collaboration & team skills – In-depth

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

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