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Senior Advisor, Responsible Investment

  • Montreal, QC, Canada
  • Complexe Desjardins Montréal, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Desjardins Global Asset Management (DGAM) is looking for a Senior Advisor, Responsible Investment (RI) to join the Responsible Investment Department. The team specializes in incorporating environmental, social and governance (ESG) criteria into the investment process from a perspective of sound risk management and value creation. More specifically, you will be required to:

  • Analyze the ESG practices of companies within the investment universe and in the sectors under your responsibility, including dialogue and proxy voting, in line with DGAM’s approach and policies
  • Track key RI trends related to the sectors under your responsibility and link them to DGAM’s portfolio management activities
  • Actively participate in the reporting process for internal and external clients
  • Write and present various analysis reports on ESG issues
  • Help continually improve the processes, tools and data used by the team
  • Support the team with various responsible investment projects at DGAM and across Desjardins
  • Analyze, conduct research and manage data
  • Demonstrate a passion for responsible investing and portfolio management, and an understanding of the key issues involved.

What we offer* 

  • Competitive salary and annual bonus 
  • 4 weeks of flexible vacation starting in the first year  
  • Defined benefit pension plan that provides predictable, stable income throughout retirement 
  • Group insurance including telemedicine 
  • Reimbursement of health and wellness expenses and telework equipment 

What you bring to the table  

  • Bachelor of business administration, finance, economics, engineering or an investment-related field
  • A minimum of six years of relevant experience, ideally in investment research/analysis
  • Please note that other combinations of qualifications and relevant experience may be considered  
  • Academic specialization in finance or an appropriate field related to sustainability
  • Experience in analysis and investments to establish links between companies’ financial and ESG performance
  • Experience writing and presenting
  • Possess or be in the process of earning the Chartered Financial Analyst designation
  • Knowledge of French is required
  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients 
  • Knowledge of IT tools such as Microsoft office, Power BI and SQL
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Strategic mindset


Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

General finance and accounting (FG)

Unposting Date

2026-10-24
More about this job

Responsibilities

Analyze companies’ ESG practices and trends in assigned sectors, including engagement and proxy voting, and connect responsible investment developments to portfolio management activities. Prepare and present ESG analysis and reports, support client reporting, improve team processes and data, and contribute to responsible investment projects.

Requirements

Requires a bachelor’s degree in business administration, finance, economics, engineering, or a related investment field, plus at least six years of relevant experience, ideally in investment research or analysis. Candidates should have finance or sustainability specialization, experience linking financial and ESG performance, strong writing and presentation skills, CFA designation or progress toward it, French knowledge, advanced English proficiency, and familiarity with Microsoft Office, Power BI, and SQL.

Skills

  • Responsible Investment
  • ESG Analysis
  • Investment Research
  • Financial Analysis
  • Portfolio Management
  • Company Engagement
  • Proxy Voting
  • Reporting
  • Research
  • Data Management
  • Microsoft Office
  • Power BI
  • SQL
  • Communication
  • Strategic Thinking
  • French

Benefits

  • Annual Bonus
  • Flexible Vacation
  • Defined Benefit Pension Plan
  • Group Insurance
  • Telemedicine
  • Health and Wellness Expense Reimbursement
  • Telework Equipment Reimbursement

Visa sponsorship

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Categories

  • Finance & Accounting
  • Environmental & Sustainability
  • Data & Analytics

Keywords

  • Responsible Investment
  • Environmental, Social, and Governance (ESG)
  • Investment Research
  • Investment Analysis
  • Portfolio Management
  • Risk Management
  • Value Creation
  • ESG Performance
  • Financial Performance
  • Company Engagement
  • Proxy Voting
  • Sector Analysis
  • Client Reporting
  • ESG Reporting
  • Data Management
  • Process Improvement
  • Microsoft Office
  • Power BI
  • SQL
  • Chartered Financial Analyst (CFA)
  • Sustainability
  • French
  • English

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