Senior Associate, Client Relations, Advisory

About Sustainalytics

Sustainalytics, a Morningstar company since July 2020, has been a leading independent provider of Environmental, Social and Governance (ESG) research for the last 30 years. Our research and insights are used by clients to make better informed investment decisions, engage with companies in relation to their business activities, and drive change.

We foster a flexible and supportive working culture and empower our employees to progress and develop in an entrepreneurial environment.

For more information, visit www.sustainalytics.com

The role

This role is an exciting opportunity for someone who wants to be part of Sustainalytics’ growth story, focusing on the French, Swiss, Spanish and Italian markets. Responsibilities will principally involve taking a key role in managing a portfolio of clients (including asset owners, asset managers, banks and insurance companies), maintaining, building and developing long-term relationships with these clients. We expect you to have strong communication skills and a can-do attitude. You will be an ambassador for Sustainalytics from early on. Your clear understanding of our clients and their business drivers will be the key to success.

Responsibilities

• Manage and take the lead in maintaining your own portfolio of clients
• Act as the main point of contact for clients and proactively support clients in accessing and understanding Sustainalytics’ suite of research products and ESG data for the purpose of incorporation into their investment, banking and insurance processes and ESG strategies.
• In collaboration with sales colleagues, maintain and develop client relationships by encouraging the use and adoption of Sustainalytics research and services, as well as Morningstar solutions
• Maintain and improve client retention and client satisfaction.
• Ensure that clients’ research needs are met, including content and delivery. Maintain high service quality through internal processes/tools management and collaborations.
• Develop expert knowledge of Sustainalytics research and services, learn about Morningstar’s services.
• Take ownership in building knowledge on market developments and evaluate client feedback to share with product teams internally.
• Work together with the local team to drive the French, Swiss, Spanish and Italian client relations strategy as well as closely collaborate with sales colleagues to further build Sustainalytics’ presence in the region.
• Build a network within the investment and responsible investment space and represent the company at industry events, conferences, and networking groups

This position will allow you to obtain a broad understanding of how sustainable finance strategies can be implemented by investors, banks and insurance; and observe how market trends and regulation drive meaningful changes in the industry. Be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and have the opportunity to quickly assume new responsibilities.

We work on a daily basis with colleagues in our other European offices as well as in North America and Asia, so the desire to work very closely with a diverse team from many different cultures is critical to working at Sustainalytics.

Qualifications

The ideal candidate will be a genuine team player who is a quick learner, enjoys taking on new challenges and responsibilities, and thrives in a dynamic and fast-paced growth environment. The candidate can reach objectives individually, as well as through close collaboration and coordination with other team members, based on Sustainalytics’ relationship-focused philosophy. The ideal candidate will have the following qualifications:

• 2 - 4 years of experience in a client-facing role in financial services, responsible investment, or sustainability-related consulting
• Demonstrated knowledge and understanding of financial services and sustainable finance
• Excellent interpersonal, communication and writing skills
• Demonstrated ability to take initiative and think creatively
• Demonstrated ability to find solutions proactively to meet client needs
• Demonstrated ability to understand and present complex products
• Fluency in English and French is a must, proficiency in Italian and/or Spanish is an asset
• Efficient, well-organized team-player with a high level of integrity
• Alignment with Sustainalytics’ mission, vision and values
• Degree in related discipline (business, finance, environment and/or social sciences)

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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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