Responsible Investment Program Manager (DALLAS)

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. The Opportunity:
As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIGs RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firms institutional ESG offerings are best positioned to meet current and future client demands.
The Day-to-Day:
Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
Create external product positioning, value-propositions, and key answers for FIs ESG & Investment process
Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training
Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices
Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences
Your Qualifications:
5+ years experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm
Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
Passionate about both Responsible Investments & asset management
Experience using tools from services such as FactSet, Morningstar, and ESG data providers
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. Its the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. xevrcyc This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER