ESG Associate: Fixed Income
Remote /
ESG /
Full-time
/ Remote
OpenInvest, a J.P. Morgan Chase company, is a values-based financial services leader with a mission to align capital with social and environmental values. Founded in 2015 by FinTech and ESG veterans, OpenInvest’s platform unlocks a personalized and engaging end-to-end client experience, including dynamic custom indexing, impact reporting, proxy voting, and more.
Formerly a Public Benefit Corporation and supported in our mission by some of the biggest names in Silicon Valley like YCombinator, Andreessen Horowitz, and QED, OpenInvest was acquired by JPMC in June of 2021. JPMC services are used in half of all American households: join us to help design and offer sustainable finance solutions on the greatest scale, nationwide and across the world.
Visas: OpenInvest is unable to apply for new visas for candidates, but existing visas can be transferred
Note to candidates: You will be hired as an employee of J.P. Morgan Chase
Location: Anywhere in the US
We are looking for a Fixed Income Specialist to help us build and execute our ESG investing and research strategy. We are a leading provider of ESG-optimized investment solutions and are looking for a committed team member to build and grow our suite of personalized, sustainable investing products across Fixed Income Investments. Using your knowledge of Fixed Income sub-asset classes and OpenInvest’s unique Cause-focused lens, you will help to design novel sustainable investing solutions that address an existing gap in the industry.
What You’ll Do:
- Support the design and implementation of novel Fixed Income investing ESG products across the OpenInvest platform
- Develop Cause-aligned scoring methodologies across investment sub-asset classes, primarily with a focus on Sovereign debt
- Conduct ongoing research into the competitive, regulatory, and market landscape of Fixed Income ESG products for continued enhancements of OpenInvest’s ESG products and to inform existing Cause prioritization and new Cause development
- Identify, screen, and recommend 3rd party data from for-profit, NGO, governmental, academic, or other sources for Fixed Income methodologies
- Generate new ideas/approaches for reporting tangible impact metrics to advisors and investors
- Write research and methodology documentation for new and updated Fixed Income investing ESG products
- Support Fixed Income investing ESG products from the creation to implementation stages, coordinating with Engineering, Marketing, and other teams to ensure successful execution
- Manage, document, and engage with necessary JPM and OI stakeholders across functions to support OI Cause scoring throughout the product life-cycle
- As needed, support content generation around our differentiated ESG approach and relevant sustainability themes/trends for educational and marketing purposes, particularly as they pertain to Fixed Income
- Alongside team members, serve as subject matter expert on OpenInvest data sources and methodology across all ESG products
Who You Are:
- 2-4 years of experience in Sovereign policy research, Fixed Income investment management, and/or Credit analysis
- 1-2 years of experience in ESG, Sustainability, or SRI-related investing
- Critical thinker with a quantitative, inquiry-driven approach to solving problems
- Experience presenting complex ESG data and solutions to clients and non-experts in compelling and relatable terms
- Exceptional written and verbal communication skills
- Excellent project management and organizational skills
- Strong sense of ownership and responsibility to colleagues and clients
- High degree of comfort with both approaching new challenges independently and close collaboration with colleagues as the situation requires
Ideal Candidate:
- Passion for ESG issues and interest in a values-led approach to sustainable investing
- Profound intellectual curiosity and adaptability
- Strong initiative, entrepreneurial spirit and ability to think creatively
- Strong interpersonal skills, including the ability to work collaboratively with others
- Ability to excel in a high-performance environment while managing multiple projects under tight deadlines
Nice to Haves:
- Experience assessing Sovereign bond alignment with ESG/sustainability considerations
- Experience designing/maintaining ESG assessment models and frameworks
- Research specialization in an area applicable to Sustainable Investing
- Experience in ESG-focused education or communication efforts
- Experience with SQL and/or Python
$123,500 - $160,000 a year
San Francisco,CA $123,500 - $160,000
*base not total compensation
Compensation varies based on location
Company Culture
OpenInvest’s core values are:
· Pursuing a challenging mission
· Thriving on transparency
· Maintaining high standards of integrity
· Guaranteeing the right to be heard
· Prioritizing personal growth
· Prioritizing diversity and inclusion
We aim to build a culture just as open and accountable as our products. We hold ourselves and our colleagues to high standards in how we treat each other, our communities, and our clients. As part of our team, you are willing to work hard, handle various responsibilities as necessary, and be passionate about long-term, company-wide goals. OpenInvest is an Equal Opportunity Employer. We value a diversity of perspectives and backgrounds in our team and culture.
OpenInvest is committed to supporting the needs of its candidates and employees. Please don’t hesitate to ask if there are any accommodations we can make for you either during the hiring process or upon joining the company.
Additional Information
· We also encourage you to apply for this opportunity on the JPMorgan Chase Careers page.
