Stewardship Specialist at Mercer | GB | Rezi

Stewardship Specialist at Mercer

Stewardship Specialist

Mercer · GB

Today

Stewardship Specialist

Mercer · GB

21 hours ago
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About the Role

This role focuses on overseeing and monitoring asset managers’ stewardship activities across externally managed portfolios, ensuring their voting, engagement, and sustainability investment practices are understood, assessed, and communicated effectively to clients and stakeholders.

Responsibilities

  • Develop, maintain, and communicate Marsh’s stewardship and sustainability investment expectations to external asset managers.
  • Develop and maintain manager-assessment criteria, questionnaires, and reporting templates for consistent stewardship oversight.
  • Define expectations for managers’ voting, engagement, and reporting practices, assessing responses to identify gaps and track progress.
  • Support the design and operation of a proxy voting monitoring process for external managers.
  • Conduct external-manager stewardship and sustainability surveys, analyze responses, and identify areas for follow-up.
  • Produce clear, high-quality reporting for clients, consultants, and stakeholders.
  • Ensure manager oversight reflects portfolio changes, investment strategy updates, and specific client stewardship requirements.
  • Respond to internal and client-team requests for voting, engagement, and stewardship information.
  • Establish processes to evaluate asset managers’ voting and engagement activity.
  • Engage directly with managers to communicate stewardship expectations and support continuous improvement.

Requirements

  • Experience in sustainable investment, stewardship, investment management, manager research, investment consulting, asset-owner oversight, or a related field.
  • Strong understanding of stewardship practices, including proxy voting, company and policy engagement, and related reporting activities.
  • Strong analytical skills and confidence working with voting, engagement, holdings, fund, manager, and sustainability data.
  • Excellent written and verbal communication skills, with the ability to translate detailed information into clear findings and recommendations.
  • Strong attention to detail, sound judgement, and the ability to identify inconsistencies or gaps in complex information.
  • Experience preparing accurate, well-structured written reports and presentation materials for clients or senior stakeholders.
  • Effective stakeholder-management skills and confidence engaging constructively with external managers and internal colleagues.
  • Ability to manage multiple reporting cycles, requests, and deadlines.
  • Strong Excel and PowerPoint skills.

Skills

  • Sustainable investment
  • Stewardship
  • Investment management
  • Manager research
  • Investment consulting
  • Asset-owner oversight
  • Proxy voting
  • Company engagement
  • Policy engagement
  • Reporting
  • Analytical skills
  • Data analysis
  • Written communication
  • Verbal communication
  • Attention to detail
  • Stakeholder management
  • Excel
  • PowerPoint
  • Manager research and engagement
  • Proxy-voting data
  • Voting platforms
  • Stewardship-reporting tools
  • Sustainability research interpretation
  • UK Stewardship Code
  • Taskforce on Climate-related Financial Disclosures
  • Institutional-investor reporting
  • UN Global Compact
  • OECD Guidelines for Multinational Enterprises
  • ILO standards
  • UN Guiding Principles on Business and Human Rights
  • Institutional client management
  • Multi-manager investment structures
  • CFA
  • CAIA
  • ESG investing certification

Location

  • London

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Professional experience in relevant fields

Education Level

  • Progress toward, or completion of, a relevant professional qualification such as CFA, CAIA, ESG investing certification or equivalent.

Benefits

  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Talented colleagues
  • New solutions creation
  • Impact for colleagues, clients, and communities
  • Range of career opportunities
  • Benefits and rewards to enhance well-being

About the Company

  • Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
  • With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
  • Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
  • All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week.
  • Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Equal Opportunity

  • Marsh is committed to providing an inclusive work environment.
  • We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
  • We are an equal opportunities employer.
  • We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
  • If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.