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Equity Analyst, Research Director, Portfolio Manager

London

ABOUT THE ORGANISATION

Climate change is one of the world’s most pressing challenges; one that requires technology, policy, markets, finance, and investment to work in concert. In recent years, technological progress has been remarkably positive, while policy has been more stagnant. But energy market design and financial innovation are sometimes overlooked or underdeveloped keys to harnessing technology, encouraging effective policy, accelerating innovation, driving investment, rebalancing incentives, and managing global transition risks.    

Climate Policy Initiative’s Energy Finance practice is a multidisciplinary team of economists, analysts, and finance and energy professionals focused on developing innovative finance and energy market solutions that accelerate local, national, and global transitions to low-carbon economies.  

CPI was founded in 2009, and has offices in Europe, Brazil, Indonesia, India, and the United States. Although the Energy Finance team is based primarily in London, our programmatic scope is global, with projects looking at markets in Asia, Africa, Europe, the US and Latin America.  

As the urgency for action on climate change intensifies, the demand for our work is evolving and increasing. We are therefore scaling up the team to develop innovative investment portfolios while helping companies and governments understand the strategic implications of climate change.

 

POSITION SUMMARY

CPI Energy Finance is working with a combination of asset managers, investment banks, and foundations to develop a new series of investment products to help investors hedge and invest in climate change risk. These products will use CPI’s in-house asset by asset climate transition impact models to quantify the impact that a climate transition would have on the valuation of publicly traded securities. 

CPI is looking for an experienced, quantitatively driven, equity analyst/portfolio manager to manage a small team of analysts that is building valuation models, constructing investment portfolios, and developing new investment products. The role requires experience in quantitative equity analysis across a range of sectors and team management skills. The candidate will work with the CPI-EF team to develop and refine concepts for scaling the analysis and modelling climate impact on various sectors and companies. The candidate will also be expected to represent CPI externally, working with investors and partners to meet their investment needs. 

CPI offers a challenging environment that requires independent thinking, effective client and stakeholder management, purposeful collaboration and pragmatic problem-solving skills. A track record of successful project and team management in professional services is a core requirement. 

 

PRIMARY DUTIES AND RESPONSIBILITIES

Includes the following and others as assigned: 

  • Design and deliver qualitative and quantitative research and analysis to an exceptionally high standard of intellectual rigour;
  • Generate research outputs and create materials that support analytical insights for clients and the executive director to short deadlines;
  • Use quantitative and sector research to construct investment portfolios of publicly listed equities adjusted for climate risk;
  • Develop, maintain and facilitate strong relationships with clients, strategic partners, funders and key stakeholders;
  • Lead outreach to maximise the impact of our findings with our evolving network of policymakers, investors and industry stakeholders;
  • Communicate research findings and insights to our key stakeholders in a way that maximises influence and impact;
  • Commission and create impactful materials with a keen eye for visual representation of complex and striking data and findings;
  • Manage, commission and guide project-assigned analysts;
  • Support the Executive Director for ad-hoc research efforts in line with the mission of CPI Energy Finance;
  • Travel as required and be an ambassador for CPI Energy Finance at internal and external events.

PROFESSIONAL QUALIFICATIONS AND PERSONAL ATTRIBUTES

The successful applicant will be able to demonstrate the following characteristics:

  •  An insightful, independent, analytical mind with a strong track record of best-in-class analysis and critical thinking that has had a measurable impact;
  • Proven ability to successfully manage projects and inspire teams to excel;
  • Demonstrable ability to influence key stakeholders at the highest level;
  • Excellent verbal and written communication skills to articulate methods, insights and recommendations from complex qualitative and quantitative analysis in a compelling and influential way both internally and to expert and non-technical audiences;
  • Experience of influential engagement with executive-level engagement, comfort working alongside high-ranking government officials, leaders in finance and industry, as well as academic experts and research organisations; 
  • Professionalism and enthusiasm for working with a diverse team in a collegiate and productive manner;
  • Respect for your fellow colleagues and a deep commitment to the mission and values of CPI.

 Language

  • Fluency in English is required.
  • Fluency in other languages would be highly desirable.

 Experience

  • Master’s degree or PhD in Economics, Finance, Public Policy, Engineering or recognised professional finance qualification (e.g. ACA, CFA).
  • We would expect 6+ years of experience in equity analysis or related fields. Additional related   government or private sector experience (leading consulting firm, think tank, financial institution,   utility, large industrial) would be helpful.
  • Proven project management track record.

 

COMPENSATION AND BENEFITS

The position is available for immediate appointment. The position will be based in London. Travel will be required. CPI offers an excellent benefits package and a competitive salary that is commensurate with experience.

 TO APPLY

Visit https://climatepolicy.bamboohr.com/jobs/view.php?id=90 to apply. With your application, attach two documents: (1) CV/resume, (2) a cover letter, followed by a writing sample of 5 pages or less that has not been edited by anyone other than yourself. 

Only short-listed applicants will be contacted – and proof of the right to live and work in the UK will be required. Climate Policy Initiative is an equal opportunities employer.