Responsible Investing Stewardship Specialist
Barclays
Join us as a Responsible Investing Stewardship Specialist, where you will primarily support the development of how Barclays integrates Responsible Investing across our discretionary portfolio management strategies. At Barclays Private Bank, Responsible Investing means incorporating material ESG factors into investment decisions and carrying out our stewardship responsibilities through thoughtful engagement and voting. We recognise that ESG considerations can influence long‑term outcomes, helping us understand how businesses operate today and how resilient they are for the future.
In this role, you will help deliver and evidence the outcomes of our stewardship activity across engagement and voting, including communicating clearly how these activities support investment decision -making and client priorities. You will act as an engagement specialist, contributing to targeted dialogue with companies and supporting the oversight of voting and engagement activity. A key focus of the role is producing high quality written materials and disclosures, including drafting content for the Stewardship code reporting, PRI submissions and voting and engagement reporting and developing clear, client ready narratives and case studies that articulate progress, outcomes, and client benefits.
This position suits someone with practical, face to face engagement experience who is comfortable navigating a variety of internal stakeholders. The work is collaborative, often involving detailed preparation and alignment across different parts of the organisation as regulators and industry expectations continue to evolve. It is a full-time hybrid role with valuable exposure to senior stakeholders and the opportunity to help shape how our stewardship approach progresses.
To be successful as a Responsible Investing Stewardship Specialist, you should have experience with:
- Proven experience leading senior level company engagement to drive change on material ESG issues, preferably with US listed companies.
- Ability to influence investment teams, articulating why stewardship matters and translating ESG issues into investment and client relevant insights.
- Excellent written communication, with a track record of producing stewardship code reporting, PRI submissions, voting guidelines engagement case studies and client ready narratives that clearly articulate outcomes and benefits.
- Strong familiarity with the UK Stewardship code and PRI Principles are essential and ideally wider ESG regulatory / market frameworks.
- Experience overseeing external / third party managers stewardship, including reviewing voting and engagement alignment with the firm’s stewardship expectations.
- Strong voting stewardship expertise, including interpretation of proxy research and application of stewardship judgement to company specific situations.
Some other highly valued skills may include:
- Confident communicator with the ability to influence senior stakeholders and portfolio managers on stewardship priorities.
- Organised and dependable, able to manage competing demands and meet deadlines without compromising quality.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in London.
Purpose of the role
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Accountabilities
- Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
- Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
- Response to customer inquiries, resolution of issues, and provision of guidance on product usage. .
- Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
- Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
- Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
- Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Vice President Expectations
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.