Stewardship & Responsible Investment Analyst

at  Lloyds Banking Group

End Date
Sunday 11 August 2024
Salary Range
£38,295 - £42,550
We support flexible working – click here for more information on flexible working options
Flexible Working Options
Flexibility in when hours are worked, Hybrid Working, Job Share
Job Description Summary
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Job Description
Job title: Responsible Investment Analyst
Location: Edinburgh or London
Salary: Circa £40,000 + DOE
Hours: Full time
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our above offices.
About this opportunity:
As a leading pension provider in the UK with c.£200bn in pensions and investments, Scottish Widows is looking after the retirement savings of millions of hard-working people. Given the nature of the products we offer, our goal is to help secure financial futures for our customers and so it is imperative we understand the financial implications of ESG issues. Where we believe these factors pose downside risk to investments or offer potential upside opportunities, we incorporate them into our investment decision making.
This supports our ambition to be a leading UK pension provider that offers our customers and colleagues sustainable investment choices and challenges companies we invest in to behave more sustainably and responsibly. We have a bold Net Zero strategy covering all our investments and our active stewardship is showcased in our annual RI & Stewardship reports.
You’ll play a strong supporting role in developing a leading RI and stewardship proposition in line with our RI policies and will assist in all areas of responsible investment activities of Scottish Widows as required.

What you’ll be doing:

• Research - Production of research across priority themes as required, including company and sector research, assessing internal holdings data (knowledge of company codes, asset classes crucial) to build coherent portfolio analysis and engagement priorities.
• Data analysis - Performs complex RI & stewardship data analysis & processing using established procedures and testing new procedures. Supports and enables others to use and benefit from existing RI data management systems.
• Active Ownership - Supports Scottish Widows on collaborative engagement programs, in line with Scottish Widows established stewardship priorities as well as direct corporate engagement and voting analysis.
• Reporting – Supports reporting on our activities, in line with SW standards, customer requirements, and regulatory and industry practice. Leads/supports on the development of MI and Reporting for key internal/external partners and customer queries. Produces related materials as required.
• Record keeping - Maintains and leads engagement and voting records, contributing to the development and maintenance of an efficient and effective record keeping system.
• Asset manager engagement - Support regular engagement with asset managers; including organisation and recording of meeting notes.
• Collaboration - Engages, with key people in SW to ensure that their views are taken into account in the development of initiatives and that appropriate governance processes are being adhered to.
• Development - Stay up to date with external research and publications, producing summaries for use within the team. Develops personal capabilities using existing formal and informal training opportunities.

Why Lloyds Banking Group
Like the modern Britain we serve, we’re evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We’re growing with purpose. Join us on our journey and you will too!

What you’ll need:

• Industry knowledge - Understanding of responsible investment, sustainable finance and ESG regulatory space with a particular focus on investments. Pension knowledge desirable.
• Collaboration – ability to bring together all parties and ensure successful partnership on things mandate developments.
• Data Analysis - able to structure and complete complex data.
• Pro-activity– Ability to take initiative, plan based on priorities and take action to deliver goals in an organised & effective manner.
• Commerciality – Delivering with the end customer in mind and an understanding of industry expectations and competitors.
• Dealing with complexity – ability to quickly gain awareness of a large and complex organisational structure and products. Able to use internal network to quickly make change happen.

About working for us
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares!
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!
At Lloyds Banking Group, we’re driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you’ll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you’ll have many opportunities to learn, grow and develop.
We keep your data safe. So, we’ll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We’ll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We’re focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference

• Research - Production of research across priority themes as required, including company and sector research, assessing internal holdings data (knowledge of company codes, asset classes crucial) to build coherent portfolio analysis and engagement priorities.
• Data analysis - Performs complex RI & stewardship data analysis & processing using established procedures and testing new procedures. Supports and enables others to use and benefit from existing RI data management systems.
• Active Ownership - Supports Scottish Widows on collaborative engagement programs, in line with Scottish Widows established stewardship priorities as well as direct corporate engagement and voting analysis.
• Reporting – Supports reporting on our activities, in line with SW standards, customer requirements, and regulatory and industry practice. Leads/supports on the development of MI and Reporting for key internal/external partners and customer queries. Produces related materials as required.
• Record keeping - Maintains and leads engagement and voting records, contributing to the development and maintenance of an efficient and effective record keeping system.
• Asset manager engagement - Support regular engagement with asset managers; including organisation and recording of meeting notes.
• Collaboration - Engages, with key people in SW to ensure that their views are taken into account in the development of initiatives and that appropriate governance processes are being adhered to.
• Development - Stay up to date with external research and publications, producing summaries for use within the team. Develops personal capabilities using existing formal and informal training opportunities