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Competitive ESG Investment Strategies

We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.

Our ESG-Integrated Investment Approach >

We Believe Impact is Active

Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.

Shareholder Advocacy: Engaging with Companies for Positive Impact

For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.

As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.

Dedicated to Sustainable and Responsible Investing

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.

Information & Resources

Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.

About Us >Careers >Investment Associate

Investment Associate

Full Time

Boston, MA

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. The firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long‐term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. Owned by Australian based Perpetual Limited, Trillium independently operates its US based investment management firm to deliver equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non‐profit organizations. The firm’s true goal is to provide positive impact, long‐term value, and ‘social dividends’ for investors.

Job Summary

The Investment Associate role is responsible for contributing to the reconciliation and reporting of Trillium equity and fixed income strategies, assisting with oversight of fundamental and ESG analyses, managing qualitative commentary and related content, while also working directly with the Chief Investment Officer on special projects and strategic initiatives. The role requires strong organizational and communication skills and demonstrated abilities to work independently.

Duties and Responsibilities

Maintain reconciliations and monitor all in-house model strategies. Serve as primary contact for internal trading, client service and risk management reporting-related inquiries.
Regularly and effectively interacts with the equity research and ESG specialist teams surrounding fundamental and ESG workflows and related summary reporting
Coordinate and create content on strategy portfolio construction and performance
Support and participate in transformation projects and related investment team initiatives.
Based in Boston and reports to the firm’s Chief Investment Officer

Qualifications

Strong organizational and communication skills.
Demonstrated interest in ESG investing.
3 years of financial services or accounting experience. Alternative work experience is also considered.
Commitment toward attaining professional accreditation (e.g. CFA) preferred.
Ability to work in a team-based and goal-oriented environment
Competence with Microsoft Office. Familiarity with Bloomberg, FactSet and MSCI applications is a plus.

Compensation:

Trillium Asset Management LLC provides a generous compensation package that includes 401(k) plan, profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off, parental leave, commuter benefit and performance-based bonus program. True to its mission, Trillium Asset Management LLC provides employees 4 paid days per year to volunteer and allows each employee to designate a $1,000 grant to a charitable organization of their choice.

Contact:

Please email cover letter and resume to: TAM_Research_jobs@trilliuminvest.com

Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

We will only consider applications with an attached professional resume and cover letter.

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Investment Associate