SFDR Oversight Specialist
JPMorgan Chase
- Luxemburg
- Unbefristet
- Vollzeit
- Operate a robust governance and oversight framework across ESG (Environmental, Social and Governance) regulation, primarily focusing on Sustainable Financial Disclosure Regulation (SFDR).
- Develop an understanding of the key metrics within the sustainability investment methodology to support the enhancement of management reporting and KPIs.
- Support the development and maintenance of ESG reports and key documentation including the reporting and supporting material for Regulators, Boards, committees and other governance groups.
- Develop and maintaining a strong understanding of the requirements of SFDR regulations and their impact on JPMAME.
- Samplify portfolio data and marketing literature.
- Work with the JPMorgan Asset Management Sustainable Investing (SI) Team to enhance Engagement Statistics - review how delegates are engaging with companies in their portfolios and exercising their voting rights.
- Provide consideration of ESG metrics quarterly aligned to Asset Management Sustainable Risk Oversight.
- Review European ESG Template (EET) data.
- Work on Principal Adverse Impact (PAI) Indicator data analysis
- Review breaches of guidelines that correspond to consideration of PAIs
- Review periodic updates on engagement efforts related to PAIs
- Review instances where Article 9 funds have PAIs worse than the benchmark on a quarterly basis and overview of relevant Portfolio Manager commentary
- Assist the teams in reviewing periodic disclosures for funds under SFDR.
- Participate in strategic projects and regulatory requests related to SFDR.
- Understanding of SFDR regulation and related operating models, in a similar role or in audit firms.
- Good knowledge of investment management/strategies and motivation to expand and deepen this knowledge.
- Strong all-round IT skills including data handling and macros/programming
- Analytical skills and the ability to understand complex issues
- Prepared to undertake CFA or CAIA exams (including CFA Certificate in ESG investing)
- Ability to act on own initiative and fulfil objectives with minimum supervision, as well as ensure problems have appropriate prominence and urgency
- Excellent verbal, written communication and presentation skills
- Attention to detail
- Team working skills - listen and consider the views of others
- Good organizational skills - sense of urgency, meeting deadlines, push for decisions to be made