Careers in Responsible Investment

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Current RI Job Postings

New Market Funds: Director, Community Lending

About New Market Funds

New Market Funds Inc. is an investment firm that focuses on investments with long-term community benefit. Our strategy is to combine a rigorous investment process with our sector knowledge and relationships to bring investment capital forward to meet community need. New Market Funds Inc. supports the work of the Community Forward Fund Assistance Corporation as well as New Commons Development, a non-profit real estate development corporation. New Market Funds is owned by a registered Canadian charity (New Market Funds Society).

Community Forward Fund Assistance Corporation (CFFAC) is a registered investment fund manager, distributor and portfolio manager (restricted) that invests in loans to community-based and social- purpose organizations. CFFAC is also responsible for providing fund management services to the Canadian Co-operative Investment Fund (CCIF), a new start-up fund that invests in loans, quasi-equity and equity in Canadian co-operative enterprises and organizations.

As our business grows, we are looking for a Director, Community Lending. This a key new role that will focus on identifying investment opportunities and executing transactions for CFFAC and CCIF. Working with an experienced senior underwriter and the New Market Funds team, the Director has responsibility for building and managing the investment portfolios and achieving the objectives and targets the funds. The Director will also help to inform new community lending work taken on by New Market Funds.

To support the breadth and depth of responsibilities, the successful candidate must have strong leadership skills, excellent communication skills, a proactive and “hands-on” approach and must be comfortable in a growing, dynamic business environment. If interested, you should:

  • Be excited to be part of an innovative organization that is growing and evolving,
  • Join a growing dynamic team of highly motivated individuals who enjoy working together at a firm that is making a difference, and
  • Want to work hard, but are also able to laugh and enjoy time with your colleagues.
  • Role Responsibilities
  • We seek an individual who can build on the achievements of Community Forward Fund and find new markets for Fund investments, working in conjunction with the CFFAC lead on lending. Key responsibilities for CFFAC and CCIF include: Identifying investment opportunities
  • Development of an investment portfolio growth strategy • Work with key partners and stakeholders of CFFAC and CCIF in identifying investment opportunities
  • Promote CFF and CCIF through the development of community and organizational networks Collaborate on deal underwriting
  • Provide a preliminary review of potential investments
  • Work with team members to develop deal terms
  • Support the work of the CCIF Investment advisory committee in the review of transactions
  • Support the work of the investment committee in the review and approval of transactions
  • Provide overall investment portfolio management
  • Monitor investment performance
  • Develop strategies for under-performing investments
  • Assess overall portfolio risk and develop risk mitigation strategies as required
  • Assist I the preparation of investment reports (internal and external)
The Director, Community Lending will work with the New Market Funds Inc. team in the development of organizational strategies and the origination, underwriting, and management of other firm investments as required.

 

Qualifications

Required Experience
  • Undergraduate degree in Business, Finance, Accounting, Economics, Engineering, with strong GPA; similar graduate degree desirable
  • 5 years of related experience including lending in real estate, private equity, co-operatives and other community organizations
  • CFA, CA and/or CPA designation desirable
  • Fluent in both English and French desirable
Required Skills
  • Strong Excel and Financial Modelling skills
  • Microsoft Office suite (Outlook, Word, PowerPoint)
  • Evidence of personal engagement in, or desire for, social and environmental change
  • Ability to work independently and engage with team members that may be dispersed in other locations
The Director, Community Lending can be based out of our Vancouver or Toronto office. New Market Funds Inc. is committed to equity in employment and encourages applications from all qualified applicants. If you are a candidate with a disability and require accommodation during the hiring process, please contact us.
 
If you think this describes you and the role you are looking for, please submit a cover letter and a resume to [email protected] with the subject line “Application: New Market Funds Director – Community Lending.” All qualified applicants are invited to apply. We thank all applicants; however, we will only contact those applicants selected for an interview.

Encasa: Senior Investment Advisor

About Encasa Financial

Encasa Financial Inc. is a registered Investment Fund Manager that manages the investment of pooled capital reserves of non-profit and co-operative housing providers and other value-aligned organizations. Encasa Financial operates the Social Housing Investment Funds (SHIF), consisting of three mutual funds targeted to the investment needs of non-profit and co-operative housing providers, and other not-for- profit organizations. We are a small, high-performing team in a fast-paced, collaborative and mutually respectful office environment.

We have an exciting opportunity for a Senior Investment Advisor! This is a new role for Encasa resulting from a change in the delivery model of our products and services. We are looking for someone with a keen interest in responsible investment products and shares our values of building and strengthening the non-profit and co-operative sector. The ideal candidate will be someone who is motivated by the challenge of building our business with us and providing direct and indirect value to our investors.

This role is located in Toronto, Ontario, working from our head office.

Responsibilities

As the Senior Investment Advisor, you will be a key member of our team and be integral in the delivery of superior, personalized advice-based service to current and prospective clients who are primarily non- profit and co-operative housing provider corporations.

You will need to:

  • Provide investment allocation advice and services to our clients by understanding their investment and cash flow needs and offering our Social Housing Investment Funds (SHIF)
  • Work with the Encasa team to look for market expansion opportunities in Ontario as well as other provinces with a non-profit and affordable housing sector perspective in mind
  • Work with clients to develop an appropriate, value focused investment portfolio using Encasa’s three SHIF mutual funds
  • Provide updates to over 800 existing clients, as well as new clients on their investment performance and work with them to rebalance their account as appropriate
  • Be responsible for the customer support systems, and assist in the further development. and implementation the highest standards of customer care and support
  • Ensure all client interaction and administration is compliant with Canadian securities regulations and the policies of Encasa Financial
  • Be involved in initiating, organizing and participating in investment forums, trade shows, seminars and webinars for client groups
  • Help to develop and execute marketing and communication strategies including creating investment focused articles, newsletters and social media posts.
  • Coach, mentor and supervise junior team members as required in Vancouver and Toronto

Qualifications

What we’re looking for in a candidate:

  • Holds a CFA and/or CFP designation
  • Minimum 5 years of experience in investment or financial planning
  • Minimum 3 years of experience in coaching and/or supervising a team
  • MFDA license or similar qualifications
  • A strategic self-starter who is a creative problem solver and is comfortable working with minimum level of supervision
  • Excellent communication and customer service skills
  • Successful at marketing investment programs and growing the investor base
  • Motivated in delivering value to the non-profit and co-operative sector
  • Actively interested in responsible investment
  • Has the flexibility to work off-hours and be willing to travel in and out of the province

Bonus points awarded for:

  • CIM designation
  • Bilingual in French and English

What We Offer:

  • A meaningful career helping to support the social housing sector
  • Competitive salary that aligns with experience and qualifications
  • A key role in shaping strategies and a definitive impact on the business

To Apply:

Please send your cover letter and resume to [email protected] on or before October 23, 2017. Encasa would like to thank all candidates for their interest in the position. However, only candidates selected for an interview will be contacted.

Encasa is committed to equity in employment and encourages applications from all qualified applicants. If you are a candidate with a disability and require accommodation during the hiring process, please contact us.

Ceres: Senior Manager, Investor Engagement, Water Program

 

About Ceres

Ceres is a sustainability nonprofit organization leading the most influential investors and companies to build leadership and drive solutions throughout the economy. Through our powerful networks and advocacy, we tackle the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and human rights abuses.
 
For more information about Ceres, please visit our web site (www.ceres.org).
 

Description & Responsibilities

The Senior Manager will report to the Director of the Investor Water Initiative and play a key role in engaging with Ceres’ Investor Water Hub, a working group of over 90 institutional investors around the globe with over $19 trillion collective assets under management. Members include state treasurers, pension funds, foundations, large asset managers, socially responsible asset managers, and religious institutional investors, among others.  This position will work closely on a tight team focused on encouraging investors to be more water aware and to more actively integrate the consideration of water into investment and portfolio management processes. By building greater investor capacity on water Ceres seeks to advance investor engagement with their portfolio companies on water risks, with the objective of ultimately mitigating impacts to freshwater resources. This position will play a key role in executing projects and research deemed a priority and requires financial markets expertise coupled with a strong interest in sustainability and water issues.
 
Primary responsibilities may include, but are not limited to:
 
·       Oversee and implement major projects related to water integration and the Investor Water Hub including, portfolio water footprinting, and building the business case for water integration by institutional investors and a number of other topic areas.  These projects require both financial modeling and market experience along with some understanding of sustainability and water issues.
·       Engage daily with institutional investors in the Investor Water Hub network as well as recruit new institutional investor members
·       Participate in team strategic planning and implementation related to Ceres investor water integration, water shareholder engagement and water infrastructure work
·       Represent Ceres with external partnerships and at strategic convenings/events regarding water and ESG disclosure
·       Develop the business case to mainstream ESG and water integration into the marketplace.  Includes but is not limited to designing evolving methods and catalyzing better water data and analytics working across a broad spectrum of stakeholders from consultants, sell-side, ESG data providers and NGO partners.
·       Coordinate and partner with the Ceres Water Program across all of its initiatives including agriculture, sustainable infrastructure and California water policy
·       Work with other Ceres teams and in particular the Capital Markets Systems, Company Network and Food teams
·       Develop media presence via contribution to social media, blogging and working with journalists and publications
·       Partner with Ceres Development Team to develop fundraising proposals.
·       Supervise consultants, staff and interns, including hiring, training, conducting reviews and supporting professional development
 

Qualifications

·       Minimum of seven years of work experience
·       Bachelor degree required and advanced degree or CFA preferred;
·       Knowledge of, and experience related to fund management or similar field
·       Fluent in financial modeling concepts and methods required
·       Understanding of the various roles, skill-sets and activities related to the institutional investor marketplace.
·       Understanding of risk management tools and models used in fund management preferred
·       Understanding of the trends in ESG integration and responsible investing beneficial
·       Experience using financial data platforms such as Bloomberg, Reuters and Factset is a bonus
·       Experience supervising staff, including ability to provide training and support staff professional development.
·       Sound judgment, sensitivity to diverse constituencies, excellent interpersonal skills, superior leadership ability, strong initiative and motivation;
·       Successful record of organizing and executing multiple projects and the ability to thrive in a fast-paced environment;
·       Excellent project management, research and writing skills;
·       Strong meeting facilitation and verbal communication skills;
·       Experience working with the media, a plus;
·       Knowledge of water themed investing and solutions, a plus
·       Interest in Sustainability
 

Visit Website to Apply.

MaRS: Coordinator, Cleantech Venture Services & Advanced Energy Centre

About the MaRS Venture Services team

As part of Canada’s largest innovation centre, the Ventures Services group at MaRS works with over 1200 innovation-driven science and technology startups in Health, Energy & Environment, Work & Learning and Finance & Commerce sectors. The goal of the Venture Services program is to assist entrepreneurs with the commercialization of high-calibre innovations that have business growth potential in Canada and globally. Focusing on investment-ready startups, the Venture Services team helps entrepreneurs access the funding, customer, talent, media and stakeholder connections required to successfully scale their business.

About your role

The Coordinator will split their time between providing administrative support to the Cleantech Venture Services team and the Advanced Energy Centre. You will provide support for administration, calendaring and meeting preparation, event planning and execution, stakeholder and client relations, internal and external communications, and other special projects.What you’ll be doing

  • Calendar management, meeting preparation, expense reporting, travel booking and other duties
  • Provide and manage logistical, operational and administrative support for the Cleantech Venture Services and Advanced Energy Centre teams
  • Participate in the development and implementation of events and projects
  • Meeting support including: contacting participants, preparing relevant documents, booking rooms, attending meetings, taking minutes and following up on decisions within scope of responsibility
  • Prepare and distribute newsletters and other communications materials; update relevant web content
  • Coordinate and facilitate events and workshops

Qualifications

You will have:                    

  • Bachelor’s degree
  • 1-3 years of experience providing administrative support in a fast-paced environment
  • Exceptional organizational and time management skills
  • Ability to pick up complex concepts quickly and work independently
  • Demonstrated interest in energy and the environment
  • Experience working with external vendors
  • Interest in, and knowledge of emerging technology, innovation and/or entrepreneurship sector
  • Strong capabilities in MS Outlook, Word, PowerPoint and Excel
  • Experience using InDesign and Photoshop would be an asset
  • Proven and very strong written and verbal communication skills
  • Experience using mail distribution software (i.e. MailChimp)
  • Attention to detail to handle fast-paced environment
  • Good relationship management skills, ability to work independently and collaboratively
  • Curiosity, and the ability to learn quickly and be proactive
  • Experience dealing with senior executives as clients and stakeholders and able to employ tact, diplomacy, and strong service orientation

What it’s like to work at MaRS

MaRS is a vibrant, architecturally inspiring innovation hub with 1.5 million square feet of laboratory, collaboration, and office space connected directly to the Queen’s Park subway stop at College and University. MaRS employees enjoy many perks such as:

  • Access to a wide array of fascinating conferences and lectures hosted by MaRS
  • A very active social committee that organizes potlucks, “serendipity coffee” dates, the annual MaRS Summer Games, team building outings, summer golf day, and more
  • The MaRS softball team, yoga at noon, and discounted gym memberships
  • Indoor bike parking and showers

Our mission-driven organization is filled with passionate, smart people who are finding and turning the levers that will move the economic needle of Canada’s technology-based future.

For more about what it’s like to work at MaRS and why you might want to be a part of something bigger than yourself, check out our profile on B Meaningful.

Internal contacts

  • MaRS Venture Services and Corporate (Partnerships, Finance, IT): for administration
  • Marketing and Communications: coordinating newsletters and social media
  • MaRS Entrepreneurship Education, Events and Collaboration Center staff: facilitating events and workshops
  • Other MaRS staff as required

External contacts

  • Business community, industry associations, government agencies and ministries, granting and funding organizations: coordinating events and send communications
  • Startup ventures: providing information regarding upcoming opportunities, events and programs

Working conditions

General office environment with operating business hours of 8:30am to 5pm Monday to Friday. This role will be fast-paced and will be located at MaRS Discovery District in an open plan office environment.

Applications are due by 6:59 PM Eastern Time on October 11, 2017. Applicants must be legally eligible to work in Canada.

MaRS Discovery District is committed to diversity and encourages applications from all qualified candidates, including aboriginal persons, francophones, members of sexual minority groups, persons with disabilities, visible minorities and women. We will provide any requested accommodation to candidates with disabilities throughout the recruitment process.

Visit Website.

UNEP FI: Network Coordinator for North America

Result of Service

The co-ordinator will help create a sustainable finance hub with members in Canada and the United States. The outcomes of services will be to strengthen the UNEP FI North American regional network, and help UNEP FI achieve its goals as set in its UNEP project documents. This will help member institutions to integrate sustainability into operations.

Work Location

Working Remotely.

Expected duration

The duration of the contract will be for the period 23 October 2017 to 28 April 2018.

Duties and Responsibilities

The United Nations Environment Programme Finance Initiative (UNEP FI) is a strategic public-private partnership between UNEP and the global financial sector. UNEP FI works with approximately 220 financial institutions, which are signatories to the UNEP FI Statement of Commitment by Financial Institutions on Sustainable Development, and a range of partners and organisations, to develop and promote linkages between the environment, sustainability and financial performance.

UNEP FI works with banking, insurance and investment members and a network of regional partners to accelerate market momentum towards a financial sector aligned with sustainable development in five geographical areas: Africa & the Middle East, Asia-Pacific, Europe, Latin America, North America. The objective is to disseminate, promote and communicate UNEP FI’s work across the different geographical regions by a variety of means, including consultations, research, workshops, and special meetings/events.

UNEP FI requires a Network Co-ordinator for the North America region. The role involves relationship management with financial institutions, communications, membership development, event management, project co-ordination and resource mobilisation.

The overall mandate is to help achieve UNEP FI’s mission to accelerate the development of financial institutions that integrate sustainability and contribute to the UN Sustainable Development Goals. The role supports priorities to:
• Globally facilitate and promote leadership on sustainability by financial institutions.
• Engage the broader membership in work programme implementation.
• Strengthen regional coordination.
• Strengthen financial sector commitment through growth in signatories to the Statement of Commitment on Sustainable Development.

Outreach to potential new members is a key part of the role, as is facilitating networking, information and best practice sharing between financial institutions and with key stakeholders.

The consultant will assist the implementation of the activities of the three Industry Committees in North America. The Consultant will work with UNEP FI members to identify their requirements, engage them in UNEP FI activities, and expand membership in the region.
• Assist in the development and implementation a UNEP FI’s governance and work programme in the North America region, taking account of regional priorities and needs.
• Assist in the coordination of activities of the Industry and Thematic work streams and the Regions. Agree and adhere to working practices with Secretariat and Regional Advisory Board to share information relevant to sustainable finance topics to inform planning and implementation.
• Provide a focal point for UNEP FI members and the wider finance community in the region. Held identify and respond to members’ needs for knowledge development, peer-to-peer learning, capacity building and requirements for an enabling environment for finance that supports the UN Sustainable Development Goals and Paris Climate Agreement (2015).
• Support two-way communications between members and the Secretariat.
• Develop institutional understanding of members’ business lines and sustainability strategies, raising awareness of leadership on sustainable finance where relevant.
• Build a network of supporting institutions to amplify UNEP FI’s network and cascade the sustainable finance agenda.
• Reinforce UNEP FI’s value proposition in the region and help secure resources to support project implementation and events.
• Undertake administrative tasks such as arranging meetings, taking minutes and providing briefings.
• Undertake interviews, surveys and consultants with members on plans and activities and inform the Secretariat of outcomes.
• Communicate clearly and accurately to disseminate information generated by the UNEP FI Secretariat to members, the wider financial community and relevant stakeholders.
• Liaise with UN agencies in the region to support two-way communications and co-ordination relevant to sustainable finance.

Specific tasks and responsibilities

Tasks:
• Assist with the advancement of the work streams of UNEP FI, especially in relation to the involvement of North American membership and the region.
• Support the development and implementation of UNEP FI’s work programme in North America.
• Develop pipeline of potential members and report regularly on progress in contributing organizational goals.
• Expand UNEP FI membership in the region.
• Regularly maintain North American web pages and follow up with individual member institutions to strengthen awareness raising and network engagement. Update UNEP FI website with members’ annual sustainability reports where available.
• Assist with the organization of communications with members including conference calls, webinars and events with North America members and discussion groups to advance global UNEP FI work plan. Communications channels include e-mails and in-person meetings;
• Write content for the website and social media to provide market intelligence and insights.
• Facilitate thought leadership pieces/blogs/articles by members.
• Liaise with UNEP FI Secretariat and Regional Advisory Board in North America to co-ordinate activities in the region.
• Assist in the liaising with the Communications Team to coordinate awareness raising and outreach activities in the Region.
• Actively participate in industry events to share information and expand network.
• Secure event partners and speaking opportunities for the Secretariat and members and networking to expand UNEP FI’s membership.
• Plan Regional Roundtable in consultation with members and identify partners for delivery in 2019.
• Identify 2-3 opportunities for projects or events aligned with global work programme and secure resources for delivery.
• Co-ordinate with Secretariat and regional coordinators, particularly in Latin & America and Caribbean to align activities.
• Supporting the collection of annual financial contributions.
• Assisting with both regional and global meetings.
• Develop sustainability profiles of members.
• Identify and promote key events for UNEP FI Secretariat and members to participate in to advance sustainable finance.
• Develop knowledge of UNEP FI outputs in order to disseminate effectively.
• Identify focal points for engagement within the membership and wider financial sector and stakeholder network.
• Amplify UNEP FI key messages through North America network and media/social media.

Deliverable/Output:
• Existing members in North America retained and members recruited.
• Members actively participate in work programme/events/uptake and dissemination of UNEP FI outputs.
• Work plan for activities in North America aligned with regional events and members’ priorities.
• Increased UNEP FI involvement in mainstream and sustainable finance events bringing attention to sustainability issues to a wider audience.
• Relationships developed with key stakeholders to accelerate the development of sustainable financial institutions with a set of joint activities.
• UNEP FI outputs disseminated and roadshows/events supported.
• Relationships fostered with members and partner organizations to support delivery on the work plan in the region.
• North American members’ conference calls and meetings undertaken and arranged successfully.
• Profile of members demonstrating leadership raised through media/speaking opportunities/website/webinars.
• Mission briefings, documents, including mission reports, minutes from conference calls and updated members list, are completed in a timely and accurate manner.
• Members are provided with information on latest developments of industry / thematic work streams and UNEP FI studies.
• Regional events with network and stakeholder engagement held to strengthen UNEP FI role in catalyzing sustainable finance among financial institutions in North America.
• Regular communications to members and 6-12 regional webinars, email updates, newsletters, calls and meetings delivered to share information including internal and external market leadership.
• Pipeline of potential members developed.

Qualifications/special skills

Skills: Excellent networking, relationship management and communications (verbal, writing, editing) skills. Proven knowledge in the field of sustainable finance; understanding of ESG integration in banking, insurance and/or investment; knowledge/experience of the North American finance community; ability to cope with and manage multiple stakeholders, projects and activities in an organised, timely and diplomatic manner; proven conceptual, analytical and evaluative skills; good attention to detail, ability to negotiate across competing priorities, in order to achieve consensus; strong listening skills. Excellent network in the financial community in the United States and/or Canada; and ability to work independently. Ability to remain self-motivated and excellent interpersonal skills are required.

Academic Qualifications: Postgraduate degree in economics, finance, sustainability, environmental studies, international relations, business administration or related fields.

Experience: At least 5 years of experience in sustainable finance or a related field, understanding of international organisations, the financial services sector, private sector or NGOs examining the intersection between sustainable development and finance. Desirable – Understanding of environmental risk management and/or green product development in the financial sector; academic or work experience in behavioural finance or business strategy, marketing/business development. Experience of presenting at public events.

Language: English is the working language of UNEP FI. Knowledge of other United Nations languages is an asset.

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MaRS: Intern, Community and Communications

ABOUT MaRS

MaRS Discovery District (@MaRSDD) in Toronto is the one of the world’s largest urban innovation hubs. MaRS supports promising young ventures tackling key societal challenges in the Health, Energy & Environment, Work & Learning and Finance & Commerce sectors. In addition to helping startups launch, grow and scale, the MaRS community is dedicated to cross-disciplinary collaboration, commercialization of discoveries and driving ideas to impact.

ABOUT SVX

SVX is an impact investing platform for ventures, funds, and investors seeking social and/or environmental impact alongside the potential for financial return. We provide a single access point through in-person and online events and opportunities for raising capital and making investments . We work with ventures and funds across sectors by preparing them for investor due diligence, providing advice for their capital raising strategy, providing the SVX platform to manage their investments, and connecting them to investors. We work with all investors, from foundations and family offices to everyday investors, to help them identify opportunities and to support their decision-making efforts so they can match their money with meaning. SVX is a not-for-profit entity, incubated by MaRS and incorporated in Canada. SVX is registered as an Exempt Market Dealer (EMD) with the Ontario Securities Commission (OSC) and securities regulators in Quebec, BC, and Alberta.

WHO ARE WE LOOKING FOR?

We are looking for a versatile individual who is looking to dive into Canada’s burgeoning social innovation and impact investing ecosystem. We are looking for a team member who is passionate about the ability for ventures to create outsized social and/ or environmental impact through both their product or service offerings, as well as how they run their business. You are interested in supporting scalable and high growth early stage impact ventures and funds at a fast-moving. You have a positive outlook and are smart, curious, energetic and engaged in the world around you. You are independent, but also collaborate well in a team. You’re an ideas person, always thinking of innovative, new ways to do things, but also possess the ability to execute well. Beyond this, there are specific knowledge and skill requirements for this role, as detailed below.

INTERN: COMMUNICATIONS + COMMUNITY

You will play a key role in helping to promote the SVX and our services, initiatives, ventures, funds and events to diverse external and client audiences during a key ramp up period. You will work with the SVX team, have strong exposure to the impact startup and investing community, and the expertise of the MaRS Communications team. You will learn from the front row about impact investing from an ecosystem and grassroots perspective. You will have exposure to the full cycle of online and offline stakeholder engagement. You understand how to engage and grow a community through well-crafted direct client communications, outbound marketing strategies and well-designed in-person events to meet the goals of the team. With strong writing skills, you communicate effectively across various platforms from newsletters to social media to thought pieces. You are conversant with the needs and interests of various audiences from fast moving entrepreneurs to corporate partners to tailor communication styles effectively. A creative marketer, you know how to get stakeholders to engage. At the end of the position, you will have concrete examples of published work and stats pointing to the effectiveness of each communications campaign you contributed to.

DESCRIPTION

Communications

Client and Corporate Communications

  • Write or edit clever, engaging copy for targeted audiences, tailored to specific media: website copy, email marketing campaigns, social media ads, Eventbrite pages, newsletter articles, blog posts, brochures, infographics etc.
  • Work with the team to edit or create effective marketing assets (brochures, 2-pagers, decks, etc.) using InDesign. This will require both writing/editing and some design skills.
  • Review internal and external communication materials, ensuring they adhere to a high level of quality and accuracy. Tasks include copy-editing and proofreading materials such as email marketing, research articles, reports and proposals.
  • If desired, the intern will have the ability to generate ideas and write blogs for a variety of topics in the impact investing universe (i.e. impact measurement, Sustainable Development Goals, big-tent impact investing etc)

Media and Marketing

  • Review, edit and compile content for venture and investor newsletters through MailChimp. Venture newsletters include a regular digest of relevant opportunities, competitions and resources.
  • Investor newsletters include a regular digest of resources, live venture/ fund deals, learning opportunities and events.
  • Manage and grow the SVX social media account on Twitter by creating and sharing relevant posts, and engaging community members and thought leaders.
  • Support social media and earned marketing needs if we have an equity crowdfunding campaign during the course of the internship.
  • Develop SEO and online advertising strategies for SVX.ca website

Community

  • Triage inquiries and inbound emails to the SVX.ca website Provide input and edits to new content areas on the SVX.ca website
  • Generate ideas for stories series that document entrepreneur journeys, our programs, thought leadership and so forth to a broad audience, and then execute these ideas.
  • Tasks could include pitching stories, interviewing subjects and creating a campaign around those stories Advise and support the team on the creation of effective consumable marketing assets for events as needed.
  • Advise on best practices related to content marketing and community engagement strategy Events Work with the team to support and coordinate events.

Events

  • to include: pitch fairs, webinars, investor breakfasts, networking events, and workshops, 10th Annual Social Finance Forum (especially venture specific sessions)
  • Generate ideas for regular event series to effectively engage with client segments. In addition to event marketing and client communications, tasks could include event design, logistics, set-up, registration, reviewing presentation materials among others.

Other

Attend weekly team meetings, meet bi-weekly with team leads, and attend quarterly MaRS-wide staff meetings Contribute to the strategy and vision for

MaRS SVX Requirements:

  • The ideal candidate is a recent graduate in marketing, digital media or a related field with:
  • Interest in social innovation, impact investing and the startup ecosystem
  • The ability to adopt writing style, tone and voice to suit various audiences
  • Excellent writing, editing and research skills
  • Excellent social media skills (particularly Twitter) and SEO/ SEM best practices
  • Knowledge of MailChimp, Photoshop, InDesign and the full suite of Office programs
  • The ability to work independently while managing several tasks
  • The ability to deal with ambiguity Excellent time management and organizational skills Excellent attention to detail
  • Resourcefulness and a quick learner
  • A positive attitude!

Bonus:

  • Community organizing and event management experience
  • Design abilities Photography, videography and image editing skills

The fine Print: The six (6) month internship runs October 2, 2017 – March 31, 2018 with the potential for renewal and full-time status at the end of the internship period. Interviews will be held during the week of September 18.

What’s it like to work at MaRS SVX? On top of working for a mission-driven organization with a passionate, smart and engaged team, you can expect to enjoy some of these perks:

  • Access to a wide array of fascinating conferences and lectures hosted by MaRS Free yoga and other wellness initiatives at MaRS and in the building A
  • very active social committee that organizes potlucks, “serendipity coffee” dates, the annual MaRS Summer Games, Trivia Nights, team building outings and more
  • Joining the MaRS softball team and knocking it out of the park Indoor bike parking and showers
  • You’ll be working at the MaRS Centre – a vibrant, architecturally inspiring complex connected to the subway. In early 2014, MaRS increased its innovation footprint to 1.5 million square feet with the opening of its 20-storey West Tower, making it one of the world’s largest innovation hubs.

For more about what it’s like to work at MaRS, check out our profile on B Meaningful.

Working Conditions General office environment with operating business hours of 8:30am to 5:00pm Monday to Friday. Applications are due by 6:59 PM Eastern Time on the Close Date indicated at the top of this job posting. Applicants must be legally eligible to work in Canada. MaRS Discovery District is committed to diversity and encourages applications from all qualified candidates, including aboriginal persons, francophones, members of sexual minority groups, persons with disabilities, visible minorities and women. We will provide any requested accommodation to candidates with disabilities throughout the recruitment process.

Visit Website.

CoPower: Administrative Coordinator | Coordonnateur(trice) administratif(ve)

Location: Toronto

Work with a purpose. 

About CoPower

CoPower empowers Canadians to participate in and profit from the transition to a low carbon economy. Our online investment platform makes it easy to invest in green bonds and funds that are supported by real renewable energy and energy efficiency projects. In turn, we offer streamlined access to project finance to enable engineering companies and project developers to build more green infrastructure across North America. 

We’re part of a new wave of tech companies that are rethinking finance: if fintech, impact investing, or clean energy are trends that excite you, this is the best place to be. CoPower is Canada’s leading impact investing platform, and a proud certified B-Corporation. 

Here’s what you’ll do:

We’re seeking an Administrative Coordinator to support operations and improve efficiency and productivity in our Toronto Office. The role will encompass a variety of functions, including:  

  • Managing our office space and environment
  • Event planning and coordination (external and internal)
  • Answering and directing client phone calls and general email inquiries
  • Supporting senior management with key tasks (scheduling, communications)
  • Maintaining and improving systems for information management
  • Assisting with content including document creation and translation
  • Working in collaboration with the Operation & Resources Manager in Montreal to support HR, bookkeeping/expense reporting, and other operations as needed. 

To be successful you should be:

  • Highly organized and process driven 
  • A strong communicator (written and verbal) 
  • Fluent in both French and English 
  • Professional, independent and a quick learner that can complete projects to high standards 
  • Comfortable working in the fast-paced environment of a startup 
  • Passionate (like us!) about creating positive social and environmental change 
  • Candidates should have at minimum 1-year experience working in an office environment. Highly capable candidates with summer or part-time experience will be considered.  

Also helpful: 

  • Experience working in PowerPoint and Excel 
  • Experience with cloud-based CRM systems and/or communications tools  

What you get:

  • A job where success leads to a positive impact in the world
  • A chance to be a core member of the team at a growing startup
  • Exposure to our team and advisors – leaders in their fields
  • Annual salary based on experience + stock ownership plan and comprehensive benefits
  • Flexible (and fun!) work environment

Other info:

  • We are an equal-opportunity employer.

How to apply:

Don’t delay! Applications will be considered on a rolling basis, and position will be filled when we find the right candidate. Only candidates selected for an interview will be contacted. Please include a cover letter in French.

Visit Website.

Purpose Capital: Senior Consultant

Purpose Capital is seeking a Senior Consultant to play a lead role in its Impact Investment Advisory practice. Reporting to the CEO, this individual will be deeply involved in leading this practice area, managing a portfolio of client projects, supporting business development where appropriate, and delivering on the strategic priorities of the firm.

About Purpose Capital

Purpose Capital is an impact investment advisory firm that mobilizes all forms of capital — financial, physical, human and social — to accelerate social progress. Through our Impact Investment Advisory practice, Purpose Capital guides and supports investors as they strive to integrate their goals for positive impact across their portfolios. Providing independent advice and market intelligence, we work with clients to understand their investment approach, clarify investment parameters, and determine impact themes. We examine a client’s overall portfolio and how impact investing is integrated into, and complements, its investment objectives. We currently advise some of the country’s leading foundations, private investors, financial institutions, and social finance intermediaries. With a clear public spirit, we continue to publish market-leading research for Canada, and contribute regularly to market-building activities.

Position Overview

We are seeking a highly entrepreneurial individual to join our team, with responsibility for contributing to and growing the Investment Advisory practice. Applicants should expect this role to include the following:

  • Leading and managing client engagements with public and private foundations and high net worth individuals including mandates for education, strategy and investment theory of change development, and investment search and due diligence. Such engagements will require accountability for client deliverables, processes, and budget management;
  • Leading and supporting client engagements for impact investment market research;
  • Identifying and securing prospective clients within the impact investing, financial and
  • philanthropic sectors in North America and globally;
  • Continuing to refine and improve our service offering and processes through the
  • ongoing capturing and retention of developed IP and best practices;
  • Communicating the firm’s service offerings and market leadership to new networks and
  • partners;
  • Supporting the ongoing development and maintenance of Open Impact, a public impact
  • investing inventory, in partnership with the Michael Lee-Chin Institute for Corporate
  • Citizenship and other partners; and,
  • Developing and implementing strategic priorities and collaborative projects with the
  • firm’s leadership.

The ideal candidate will have the following professional qualifications:

  • 5+ years of relevant work experience in impact investing, financial services, and philanthropy, with experience across more than one of these sectors welcomed;
  • Impact Investment Advisory practice Senior Consultant Job Posting – August 30th
  • Detailed understanding and/or experience in financial advisory and portfolio management is a strong asset, as is consulting experience;
  • Experience working with a range of investors such as foundations, families and high net worth individuals, and financial institutions;
  • Knowledge and awareness of the motivations, needs and practices of financial and/or philanthropic intermediaries such as fund managers, financial advisors, investment consultants, etc.;
  • Demonstrated ability to lead and/or manage client engagements, including accountability for client deliverables, budgeting and team direction;
  • Track record of business development and relationship management, including complementary networks;
  • Strong project management and organizational skills, including managing a team, and working with a range of clients and/or stakeholder groups;
  • Excellent communication and presentation skills, both written and verbal; and,
  • Undergraduate degree required; Relevant professional credentials (CFA, CFP, CPA, etc.) and/or a Masters level education strongly welcomed.
  • The ideal candidate will also have the following personal and professional characteristics:
  • A passion for using the capital markets, impact investing, and social enterprise to accelerate social progress;
  • Comfort in a fast-paced, evolving and self-directed working environment;
  • Capacity to work as part of small, dynamic and supportive team including ability to exercise good judgment with limited supervision, and to manage time effectively;
  • Ability to effectively and efficiently prioritize among competing demands;
  • Humility and a deep interest in continuous learning; and, Ability to integrate into a small, closely-knit team that strives to work together and support the development of all its members.

Additional Details

This is a full-time position based in Toronto. Applicants interested in a long-term, part- time role may also be considered based on their experience. The anticipated start date for this position is October 2nd, 2017. There is some negotiable flexibility regarding the start date as required.

This is a 12-month contract that may be renewed, or convert to a permanent position, after the initial contract. Compensation is commensurate with experience, combining base salary and performance-based incentives, and includes health and dental coverage.

Applications

Interested individuals should send a CV and cover letter in a single document to [email protected] by end of day Friday, September 15th, 2017. Please state “Senior Consultant Application” in the subject line of the email. Successful candidates will be contacted for interview. No phone calls please.

MaRS: Manager, Capital Advisory Services

Close Date: September 5th, 2017

About MaRS

MaRS Discovery District (@MaRSDD) in Toronto is the one of the world’s largest urban innovation hubs. MaRS supports promising young ventures tackling key societal challenges in the Health, Energy & Environment, Work & Learning and Finance & Commerce sectors. In addition to helping startups launch, grow and scale, the MaRS community is dedicated to cross-disciplinary collaboration, commercialization of discoveries and driving ideas to impact.

About the MaRS Centre for Impact Investing (MCII) team

The Centre for Impact Investing is a leading national intermediary focused on advancing a new model of impact investing in Canada. The Centre seeks to foster the effective application of social finance and build awareness by sharing knowledge and research through various platforms.

As the field of social finance continues to grow, so too does our team. The MaRS Centre for Impact Investing is currently searching for a variety of creative and progressively-minded professionals with an inclination towards social innovation and a new model of capitalism.

About your role

This is an opportunity to be part of something truly emerging. From persistent poverty to climate change, we face entrenched social and environmental problems. Fortunately, a growing number of charities, non-profits and for-profit companies are building business models to tackle these problems. They are turning to investors for the financing to launch and grow innovative new programs.

As a result, new investment opportunities are emerging to offer investors positive financial returns in addition to social and environmental impacts. The MaRS Centre for Impact Investing is looking to attract a bright professional who wants to lead in this exciting new field. 

As the Manager, Capital Advisory Services, you will lead capital advisory projects for the MaRS Centre for Impact Investing. In this newly created, full-time role, you will report to the Director and will be supported by other Centre colleagues. You will support our clients developing products and funds that blend social and/or environmental objectives with an expectation of financial return.  A significant portion of this work will be developing and structuring new Outcome-finance/Social Impact Bond models.

What you’ll be doing

You will be responsible for the following activities:

  • Working as part of a small team with clients to develop new impact investing products, including Social Impact Bonds
    • Leading research and analysis to build the ‘business case’ for new investment
    • Leading the modeling and structuring of a new financial mechanism to capitalize interventions/ventures in a range of issue areas (e.g. health, supportive housing, children and families, aboriginal social development, criminal justice, employment, etc.)
    • Advising social sector organizations on alternative financial solutions to fund and scale their impact
  • Contributing to the Centre’s Investor Relation functions with an aim to develop the pipeline of Social Impact Bond investors or philanthropic outcome funders
  • Providing thought leadership on new models and structures in the impact investment field (e.g., publications, presentations, media, and informal online channels)
  • Leading new business and partnership development efforts
  • Contributing to the strategic planning of the Advisory Services practice
  • Other duties as assigned

Qualifications

MaRS is searching for an exceptional, financially-oriented professional to lead consulting projects for our small, entrepreneurial team. You will have the following attributes and qualifications:

  • Minimum 5 years relevant experience, preferably in corporate finance, legal, investment banking, consulting, or private equity
  • An interest in, and the ability to design innovative financial models that have the potential to significantly influence social change
  • Strong analytical training and financial modeling skills
  • Experience in managing a transaction process from start to finish such as M&A, debt or equity financing
  • A driven, results-oriented individual who has the desire to harness a leadership opportunity in an emerging field
  • A tactile thinker who understands both the system levers and the practical mechanisms to drive the development of new partnerships models between government, the private and nonprofit sectors
  • Strong relationship management skills, and the ability to work with stakeholders across these sectors on financial and social matters 
  • Exposure to the healthcare sector is considered an asset

What it’s like to work at MaRS

MaRS is a vibrant, architecturally inspiring innovation hub with 1.5 million square feet of laboratory, collaboration, and office space connected directly to the Queen’s Park subway stop at College and University. MaRS employees enjoy many perks such as:

  • Access to a wide array of fascinating conferences and lectures hosted by MaRS
  • A very active social committee that organizes potlucks, “serendipity coffee” dates, the annual MaRS Summer Games, team building outings, summer golf day, and more
  • The MaRS softball team, yoga at noon, and discounted gym memberships
  • Indoor bike parking and showers

Our mission-driven organization is filled with passionate, smart people who are finding and turning the levers that will move the economic needle of Canada’s technology-based future.

For more about what it’s like to work at MaRS and why you might want to be a part of something bigger than yourself, check out our profile on B Meaningful. 

Working conditions

General office environment with operating business hours of 8:30am to 5pm Monday to Friday. This position is based at MaRS Discovery District in Toronto, Ontario, Canada. Although most of the work will be based in Toronto, there will be some travel required.

Applications are due by 6:59 PM Eastern Time on the Close Date indicated at the top of this job posting.

Applicants must be legally eligible to work in Canada.

MaRS Discovery District is committed to diversity and encourages applications from all qualified candidates, including aboriginal persons, francophones, members of sexual minority groups, persons with disabilities, visible minorities and women. We will provide any requested accommodation to candidates with disabilities throughout the recruitment process.

Apply here

TREC: Marketing Manager

LOCATION: Toronto

About TREC

TREC is non-profit social enterprise that has been working for almost 20 years to develop community owned renewable energy projects in Ontario. We have invested our time, effort & resources in a number of successful Community Power projects and related research programs. TREC founded a unique educational charity as well as SolarShare, North America’s largest solar co-operative.

One of our most successful programs is TREC Community Investor Management Services (CIMS), which provides guidance and support to our clients, to enable them to raise significant project capital through issuing Community Bonds. Over the past 8 years we have invested in creating a proprietary software platform and deployed a skilled client support team to help them manage all phases of their Community Bond campaigns.

Beginning in 2017, we are expanding this program to engage a whole new sector – non-profit organizations and co-operatives that are raising financing for social purpose projects. As we grow this line of business, we envision TREC developing and offering a full suite of customized CIMS services from business planning, to financial modelling, through to marketing communications support.

Our shared office is based out of a beautiful heritage building in downtown Toronto.

SUMMARY OF ROLE

TREC is looking for a creative and results-driven individual to lead our marketing and communications efforts. Working closely with our Business Development Manager and the other key members of our management team, the Marketing Manager will identify new markets, define new service opportunities and lay out the marketing strategies and tactical programs to support our client onboarding efforts. The successful candidate will spearhead our market outreach, highlighting the value of the community bond model and elevating our suite of services within the social finance sector. There will also be numerous opportunities to work on individual campaigns, supporting our clients’ community bond raises.

While developing new business is a constant priority, the Marketing Manager will also be responsible for expanding and enriching our presence within the renewable energy sector. These activities may include special partner projects and/or campaigns, writing content for social media and blogs, etc.

The successful candidate will be an independent worker who demonstrates polished collaborative skills paired with sound judgement. We will give preference to individuals who are both articulate and quick learners and have proven success in a marketing/communications role.

The Marketing Manager will be part of a passionate, hard-working team of social innovators that is committed to positive social and environmental change. Our organization encourages diversity, work-life balance, professional development opportunities, and flexible work hours.

RESPONSIBILITIES

  • Strategy Development – Create and execute an annual marketing plan and budget to achieve goals set by TREC senior management, including media and social media strategy, and leveraging networks and partners.
  • Marketing Materials – Ensure our marketing materials are engaging and up to date. Develop written and visual content for TREC website, blog, e-newsletter, and social media. Coordinate with third-party contractors as required.
  • Outreach – Organize and promote monthly seminars targeted at the non-profit, co-op and social enterprise sectors. Develop tactical programs to raise awareness of the community bond model and TREC’s Community Investor Management Services. Assist with delivering material at hands-on workshops, and other venues (e.g. conferences) as required. Other opportunities to be involved in special events may arise as we move forward with our marketing and communications efforts.
  • Media and Public Relations – Implement a consistently updated marketing calendar to ensure press releases and other media announcements are distributed on a regular basis.
  • Volunteer Management – Train and manage volunteers to assist with writing blog and social media content, events and special projects, as required.

QUALIFICATIONS & EXPERIENCE

  • Degree in Communications, Marketing or a related field
  • At least 3-5 years’ experience in marketing/communications role with increasing responsibilities
  • Skilled at identifying target audiences and developing creative and effective outreach campaigns
  • Up to date on latest trends and best practices in online marketing
  • Strong inter-personal skills; superior writing and verbal communication skills
  • Confident public speaking ability
  • Solid knowledge of website analytics, Google Ad words and Facebook advertising
  • Highly organized, flexible, self-motivated and independent worker
  • Graphic design (adobe suite) and website (navigation, wordpress, CSS, html) skills are an asset
  • Knowledge of financial investments / social finance is an asset
  • Knowledge of the renewable energy industry and policy environment in Ontario is an asset

TO APPLY

Deadline: All applications must be submitted by Monday August 28 at noon. Applicants are encouraged to send their application as soon as possible as interviews will begin before the posting deadline.

  • Please compile a cover letter and resume in PDF and send as a single attachment. Use your full name as the file name (i.e. MaryJones.pdf). Send by email to [email protected]
  • In your cover letter, please address how you would be successful in marketing our suite of social finance services to non-profit organizations and co-ops. You can find some information about our services at: http://www.trec.on.ca/services/
  • Please enclose a writing sample for a blog or similar piece you’ve written. Alternatively, compose a short post for our current blog: http://www.trec.on.ca/blog/

We thank you for your application but only those chosen for an interview will be contacted. TREC is fully committed to equal opportunity employment, and evaluating all applications equally.

TREC: Business Development Manager

LOCATION: Toronto

About TREC

TREC is non-profit social enterprise that has been working for almost 20 years to develop community owned renewable energy projects in Ontario. We have invested our time, effort & resources in a number of successful Community Power projects and related research programs. TREC founded a unique educational charity as well as SolarShare, North America’s largest solar co-operative.

One of our most successful programs is TREC Community Investor Management Services (CIMS), which provides guidance and support to our clients, to enable them to raise significant project capital through issuing Community Bonds. Over the past 8 years we have invested in creating a proprietary software platform and deployed a skilled client support team to help them manage all phases of their Community Bond campaigns.

Beginning in 2017, we are expanding this program to engage a whole new sector – non-profit organizations and co-operatives that are raising financing for social purpose projects. As we grow this line of business, we envision TREC developing and offering a full suite of customized CIMS services from business planning, to financial modelling, through to marketing communications support.

Our shared office is based out of a beautiful heritage building in downtown Toronto.

JOB DESCRIPTION

We are seeking a results-oriented individual to lead our expanding business development efforts. Working closely with the other key members of our management team, the Business Development Manager will be responsible for finding and engaging new clients for our Investor Management Services, and developing strong relationships in the social enterprise, non-profit and social finance sectors.

The Business Development Manager will guide clients through the initial stages of considering a community bond to finance a project, and may assist individual clients with their business planning and financial modelling. The successful candidate will work closely with the IMS team to adapt our platform and services offering to keep aligned with client expectations as new client needs are uncovered.

In addition, the Business Development Manager will be the primary contributor to an IESO-funded capacity-building initiative to identify, research and develop new business models and innovative partnership frameworks between Ontario renewable energy co-ops and municipalities. The successful candidate will investigate the business processes and financial implications of several business models, to evaluate the best options for future Community Power investments.

The successful candidate will be an excellent communicator, who enjoys building partnerships and brings an investigative approach to decision making, negotiation and problem-solving.

RESPONSIBILITIES

  • Strategy Development – Work together with the Marketing Manager to create and execute an annual sales and marketing strategy and budget to achieve goals set by TREC senior management.
  • Sales – Outreach to new markets and work closely with potential client prospects to introduce the concept of community bonds and highlight the value of our services.
  • Education – Work with our Services Manager to deliver introductory seminars and intensive workshops to organizations considering using community bonds to finance a project. Help to facilitate presentations and working group discussion sessions for our capacity building initiative. Other presentation opportunities (e.g. conferences) may arise.
  • Partnerships – Engage with key partners in sectors such as social finance, social enterprise, non-profit, co-op, etc. Collaborate on mutually beneficial strategies to advance our missions. Help to identify key municipal partners and facilitate initial discussions for our capacity building initiative.
  • Research – Conduct research into several potential business opportunities for renewable energy co-ops, including a literature review, interviews with key practitioners and a scan of previous economic modelling.
  • Business and Financial Planning – Conduct economic modelling for renewable energy co-op business opportunities. Assist clients through the initial stages of their community bond raise, including business plan development, financial modelling and bond set-up.

QUALIFICATIONS & SELECTION CRITERIA

  • Degree in Business Administration, Commerce or a related field
  • 5 years of experience working in sales, business development
  • Competent in MS Powerpoint, CRM software, MS Access, Excel
  • Excellent communication skills (written and verbal)
  • Adept in customer interfacing skills– project oversight, customer presentation
  • Strong business acumen with a solid understanding of financing models; understanding of community financing models is an asset
  • Experience in business planning, including background research, conducting interviews and feasibility analysis
  • Superior skills in problem-solving, and conflict resolution
  • Comfortable networking and enjoys building relationships
  • Excellent teamwork skills, ability to take initiative and be accountable for personal decisions
  • Knowledge about and passion for social enterprises is a definite asset
  • Experience in the co-operative sector and/or working on municipal energy projects is a definite asset

TO APPLY

Deadline: All applications must be submitted by Monday August 28 at noon. Applicants are encouraged to send their application as soon as possible as interviews will begin before the posting deadline.

  • Please compile a cover letter and resume in PDF and send as a single attachment. Use your full name as the file name (i.e. MaryJones.pdf). Send by email to [email protected]
  • In your cover letter, please address how you would be successful in selling our suite of social finance services to non-profit organizations and co-ops. You can find some information about our services at: http://www.trec.on.ca/services/

We thank you for your application but only those chosen for an interview will be contacted. TREC is fully committed to equal opportunity employment, and evaluating all applications equally.

ISS: Compensation Lead Research Analyst

LOCATION: Toronto

OVERVIEW

Join the Canadian proxy advisory research team through the dynamic proxy season period to provide research analysis in support of client corporate governance and proxy voting activities. Be part of a team of corporate governance experts responsible for covering Canadian annual and special meetings, interpreting public disclosure documents and applying policy guidelines that support corporate governance best practices and shareholder rights. This is a unique opportunity to join our leading Canadian Research team and can lead to a career growth at ISS.

RESPONSIBILITIES

  • Governance Analyst Responsibilities
  • Distill financial and corporate governance information to complete research reports and issue proxy voting recommendations based on ISS policy guidelines for venture and non-core level 1-3 agenda items including late adds;
  • Support PAS Research team by sourcing public disclosure documents (pills), updating analyst tracking sheets for workflow organization;
  • Attach materials in research database;
  • Realizable Pay data collection – searching SEDI and past circulars for option and share grants, etc.
  • Track voting results for high profile issues/meetings for client bulletin calls and other season updates;
  • Maintain pill and contest tracking lists;
  • Support draft report review process as needed;
  • Pull numbers for TSR/TC chart for all core meetings;
  • Source issue specific background information for shareholder proposals;
  • Liaison with procurement – locating and sending G&M meeting list weekly;
  • Help monitor regulatory websites, press articles on current high profile meetings/companies/issues, CCGG/SIO/SHARE website for updates.

QUALIFICATIONS

  • Bachelors degree in Finance, Economics, Accounting or related discipline and a minimum of two years experience in corporate governance or investment research and analysis;
  • Understanding of corporate governance issues, corporate transactions and capital markets;
  • Previous experience in Compensation Consulting or Securities Law would be an asset;
  • Good understanding of business technology; experience working with technology in an operational context strongly desired;
  • Client focused, reliable and able to work under deadline pressures, detail oriented, demonstrated commitment to quality and excellence.

TO APPLY

To apply, click here.

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Please send RI-related job information to Dustyn Lanz, RIA Senior Director, Communications and Member Affairs: [email protected].

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Our Sustaining Members

AGF
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Associate Members

Mackenzie Investments
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SHARE
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