Full Job Description
Tortoise invests in assets and services that serve essential needs in society and can also serve essential needs in clients’ portfolios, such as diversification and income. Tortoise’s expertise spans traditional energy investing across the entire energy value chain, sustainable infrastructure including wind, solar and water infrastructure, credit investing, direct lending to social infrastructure projects and index construction. Through a variety of investment vehicles, Tortoise provides a wide range of client solutions, focused on their evolving needs. For more information, please visit www.tortoiseadvisors.com.
Tortoise is currently seeking a newly created position: Director – Head of Impact & Sustainability. This position can be located in our Leawood, KS, New York, NY or London, UK offices. The Director – Head of Impact & Sustainability will lead the research, development and implementation of Tortoise’s firm-wide commitment to sustainability, impact and ESG investing. The role requires developing a distinctive approach to making an impact that is woven into our culture, aligns with our values and validates our commitment to external stakeholders.
Strategy & Analysis
Design, develop and implement a plan for firm level sustainability integration into our culture, investment process, and general decision making
Maintain an in-depth understanding of Tortoise’s product offerings and investment processes; identify where sustainable practices already exist and where to enhance
Incorporate external data resources such as Sustainalytics, MSCI, etc. as part of a sustainability policy
Set impact goals, metrics and targets to track progress through hands-on engagement with business leads
Coordinate with internal and external resources to build best practices and establish Tortoise as a strong leader in ESG, sustainability and Impact. Resources may include third party providers and academia.
Engage Tortoise Portfolio Managers to integrate sustainable and ESG policies, communicating effectively what tools are available; drive for transparency and engagement with underlying companies
Closely partner with multiple teams across the firm (marketing, product development, portfolio managers) in the design and execution of ESG initiatives
Collaboratively design internal and external marketing plans and positioning with marketing department to communicate the firm’s commitment to sustainability; deliverables will include transparent impact measurement and reporting
Represent Tortoise externally on impact topics, communicating the firm’s impact and ESG platform to internal and external clients
Present at conferences, engage with the media, establish an online media presence and draft written materials
Proactively participate in industry initiatives and organizations that further sustainable goals
Stay abreast of relevant industry topics by attending conferences, communicating with internal stakeholders and external experts and staying well-informed of industry research/news
Carry on Tortoise’s commitment to field building in the ESG and impact investing markets through pro-active participation in industry initiatives and organizations that further sustainable goals
4 year undergraduate degree in Economics, Business or Finance preferred but not required
CFA designation and/or MBA is preferred, but not required
6-10+ years’ work experience in investment industry, preferably with an emphasis on sustainable and/or impact investing/advisory
Practical understanding of impact measurement and management methodologies
Strong strategic skills with experience being exposed to multiple areas of asset management, especially marketing and portfolio management
Strong background in project management and communication
Proven and effective internal and external presentation experience
Familiarity with UNPRI and other applicable standards
Insatiable desire to learn and inquire
Inherent strategic, innovative and independent thinker
Proactive problem solving, strong analytical skills and critical thinking abilities
Strong communication and interpersonal skills; experience in building relationships
Demonstrated confidence and ability to persuasively interact at the most senior levels of colleagues
Ability to manage multiple projects and meet associated deadlines
Ability to work in a dynamic, collaborative, team-oriented environment
Strong understanding of data available in the investment management industry and experience in managing and accessing such data to support research efforts.
We welcome your interest in being a part of the Tortoise team. We offer our employees an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.