Manager, Esg Client Advisory

1 week ago

Sydney, New South Wales, Australia Morningstar, Inc. Full time

About the role:


Morningstar Sustainalytics' mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.

The Client Advisory team is central to this mission - we support the world's leading asset managers, asset owners, wealth managers, banks and other financial institutions in meeting their responsible investment and ESG objectives.


Through this position you will obtain a thorough understanding of how investors implement ESG factors while working in an entrepreneurial and cross-cultural environment.

We expect you to demonstrate leadership skills and a can-do attitude.

Your clear understanding of Sustainalytics' research & data, our clients, and the broader responsible investment industry will be key to success.

We work daily with colleagues in other countries across Asia-Pacific, Europe and North America.

Enjoying working closely and collaborating with a diverse team from across the globe is critical to working at Morningstar Sustainalytics.


Job responsibilities:

  • Support clients' ESG strategy development by providing advice and guidance on market best practices & trends, and by developing a deep understanding of different approaches to integrating ESG data into the investment process
  • Develop and communicate expert knowledge of Sustainalytics research and services
  • Ensure clients' research needs are met, including appropriate content and delivery
  • Ensure that the client receives excellent client service including overseeing timely responses to client queries, issue resolution, change management, and the maintenance of accurate data records to support efficient processes
  • Proactively strengthen and grow client relationships by encouraging the use and expansion of Sustainalytics' research and services, including identifying new leads and opportunities
  • Stay on top of market developments and understand your clients' current and future needs
  • Proactively build trust with clients and mitigate retention risks
  • Provide critical client feedback to internal teams to shape our future product development and enhance our services

Qualifications:

  • 510 years' experience in a client servicing, ESG and/or financial services roles
  • Experience in working with asset managers, wealth managers, asset owners or banks
  • Demonstrated knowledge of financial services and environmental/social topics
  • Ability to understand and present complex products and methodologies
  • Excellent communication and presentation skills
  • Analytical skills, attention to detail and drive to improve
  • Commitment to sustainability and alignment with Morningstar Sustainalytics' mission, vision, and values
  • Bachelor degree in related discipline (business, finance, environment and/or social sciences)

Nice to have:

  • Desired, not required: Master degree in related discipline or qualification such as CFA

About Us
Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings.

With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.


As Morningstar's ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.

While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week.

A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

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