Socially Responsible Investment Analyst

Vintti specializes in providing US companies with a financial edge through smart staffing solutions. We bridge the gap between American businesses and Latin American talent, offering access to a vast pool of skilled professionals at competitive rates. This approach enables our clients to scale their operations more efficiently, reduce hiring costs, and invest in growth opportunities without compromising on quality.

A Socially Responsible Investment Analyst is a professional specializing in evaluating investment opportunities that align with ethical, social, and environmental standards. They conduct rigorous analyses of companies and projects to ensure they meet socially responsible criteria, such as sustainability, corporate governance, and social impact. By integrating financial performance with environmental, social, and governance (ESG) factors, these analysts help investors make informed decisions that support long-term, positive societal outcomes. Their expertise is crucial in steering capital towards ventures that promote ethical practices and contribute to broader social good.

- Bachelor’s degree in Finance, Economics, Environmental Science, or a related field.
- Minimum of 3-5 years of experience in investment analysis, financial research, or a related field.
- Strong understanding of ESG principles and frameworks, such as PRI or GRI.
- Proficiency in financial modeling and analysis.
- Experience with ESG data providers and tools (e.g., MSCI, Sustainalytics, Bloomberg).
- Excellent quantitative and qualitative research skills.
- Strong analytical and critical thinking abilities.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Knowledge of financial markets, investment vehicles, and portfolio management.
- Strong written and verbal communication skills.
- Ability to synthesize complex information and present it clearly.
- Detail-oriented with high standards for accuracy and completeness.
- Ability to work independently and collaboratively in a team-oriented environment.
- Strong interpersonal skills for engaging with stakeholders and company management.
- High level of integrity and adherence to ethical standards.
- Certification such as CFA, CAIA, or equivalent (preferred but not required).
- Familiarity with proxy voting and shareholder advocacy processes (preferred but not required).

- Conduct research and analysis on ESG performance of companies and industries.
- Monitor and report on ESG trends, news, and regulatory changes.
- Evaluate investment opportunities using financial and industry data with an ESG perspective.
- Maintain and ensure accuracy of ESG databases.
- Prepare ESG reports and presentations.
- Collaborate with portfolio managers to integrate ESG factors into investment strategies.
- Engage with company management and stakeholders to gather information on ESG practices.
- Assess and score companies using proprietary ESG methodologies.
- Monitor and manage ESG risks within investment portfolios.
- Stay informed about responsible investment best practices and frameworks.
- Participate in ESG-related events, conferences, and webinars.
- Support development and implementation of responsible investment policies.
- Communicate ESG research findings to clients and stakeholders.
- Contribute to proxy voting and shareholder advocacy on ESG issues.
- Assist in preparation of marketing materials and client reports on ESG initiatives.

The ideal candidate for the Socially Responsible Investment Analyst role is a dedicated professional with a Bachelor’s degree in Finance, Economics, Environmental Science, or a related field, and a robust background of 3-5 years in investment analysis, financial research, or a similar domain. They possess an unwavering passion for environmental, social, and governance issues, coupled with a profound understanding of ESG principles and frameworks, such as PRI or GRI. Their expertise in financial modeling, analysis, and proficiency with ESG data providers and tools, including MSCI, Sustainalytics, and Bloomberg, set them apart. They demonstrate exceptional analytical and problem-solving skills, with the ability to synthesize and present complex information clearly. Meticulously detail-oriented, they maintain high standards for accuracy and completeness in their work. Adept in Microsoft Office Suite, particularly Excel and PowerPoint, they exhibit strong written and verbal communication abilities, enabling them to engage effectively with stakeholders and company management. Known for their high level of integrity and adherence to ethical standards, they work well both independently and collaboratively within a team-oriented environment. They are proactive, self-motivated, and committed to continuous learning and staying informed about ESG trends and best practices. Possessing strong organizational and time-management skills, they also bring a demonstrated ability to engage effectively in proxy voting and shareholder advocacy when required, continuously driving positive social and environmental impact through their work.

- Conduct detailed research and analysis on companies and industries to assess their environmental, social, and governance (ESG) performance.
- Monitor and report on ESG trends, news, and regulations that could impact investment decisions.
- Analyze financial statements and industry data to evaluate investment opportunities in socially responsible sectors.
- Develop and maintain ESG databases and ensure data accuracy.
- Prepare comprehensive ESG reports and presentations for internal teams and clients.
- Collaborate with portfolio managers to integrate ESG factors into investment strategies.
- Engage with company management, stakeholders, and industry experts to gather information and insights on ESG practices.
- Assess and score companies using proprietary ESG scoring methodologies.
- Monitor and manage ESG risks within investment portfolios.
- Stay up-to-date with responsible investment best practices and frameworks, such as the Principles for Responsible Investment (PRI).
- Participate in ESG-related events, conferences, and webinars to enhance industry knowledge.
- Support the development and implementation of responsible investment policies and strategies.
- Communicate ESG research findings and recommendations to clients and stakeholders.
- Contribute to proxy voting and shareholder advocacy efforts on ESG issues.
- Assist in the preparation of marketing materials and client reports that highlight ESG initiatives and performance.

- Passionate about environmental, social, and governance issues.
- High level of integrity and ethical standards.
- Strong analytical and problem-solving skills.
- Exceptional attention to detail.
- Ability to synthesize complex information.
- Proficient in financial modeling and analysis.
- Experienced with ESG data providers and tools.
- Excellent verbal and written communication.
- Team player with strong interpersonal skills.
- Self-motivated with the ability to work independently.
- Adaptable and open to continuous learning.
- Strong organizational and time-management skills.
- Proactive in staying informed about ESG trends and best practices.
- Demonstrated ability to engage effectively with stakeholders.
- Committed to driving positive social and environmental impact.

- Competitive salary range based on experience and qualifications.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off (PTO) and holidays.
- Flexible work schedule and remote work options.
- Professional development opportunities and continuous learning support.
- Tuition reimbursement for further education.
- Employee wellness programs.
- Life and disability insurance.
- Paid parental leave.
- Employee assistance program (EAP).
- Access to industry conferences, seminars, and webinars.
- Performance-based bonuses and incentives.
- Opportunities for career advancement and internal promotions.
- Collaborative and inclusive work environment.
- Company-sponsored volunteer opportunities and community involvement programs.
- Support for certifications and professional memberships (e.g., CFA, CAIA).
- Access to state-of-the-art technology and analytical tools.