Senior Stewardship Analyst

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Senior Stewardship Analyst

Division: RAM

Location: Bristol / London

Contract: 12-month Fixed Term contract

Working pattern: Hybrid

About the Role

To support Rathbones in maintaining leadership within responsible and sustainable investment by delivering high-quality stewardship research, company engagement, proxy voting oversight, analysis and reporting. The role contributes to investment and stewardship decision-making by identifying material ESG risks, opportunities and trends, supporting engagement priorities, and helping to ensure stewardship activity is well evidenced, effectively tracked and clearly communicated.

What you’ll be responsible for

• Lead or support ESG and stewardship engagements with companies, collaborative initiatives and other external stakeholders, taking ownership of selected engagement themes, objectives and follow-up activity.

• Monitor proxy voting activities, ensuring timely execution of proxy votes; directly responsible for voting on a sub-set of companies

• Support the development, monitoring and reporting of engagement objectives, milestones and outcomes, ensuring engagement activity is accurately recorded and effectively communicated.

• Respond to client and colleague queries on a range of RI and Stewardship issues. 

• Build effective relationships with investment teams, clients, advisers, companies, collaborative initiatives and other internal and external stakeholders.

• Produce and support stewardship reporting, management information and data insights for internal stakeholders, clients and wider business audiences.

• Contribute to RI and sustainability publications, newsletters, presentations and thought leadership materials.

• Lead and/or support submissions to internal RI/Sustainability committees

• Support the identification, analysis and communication of ESG and sustainability risks, opportunities and trends relevant to investment decision-making.

• Attend responsible investment, sustainability and stewardship seminars, events and conferences, sharing relevant insights with colleagues.

• Provide support and guidance to colleagues where appropriate, contributing to strong team collaboration and continuous improvement.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Strong working knowledge of ESG data, engagement processes and reporting

• Ability to support and contribute to ESG integration and research frameworks and clear understanding of how work fits into wider business processes and outcomes

• Developing stakeholder management capability

• Excellent written/interpersonal communicator

• Able to work unsupervised on defined projects and is a strong team player

• Demonstrates ability to own ESG/ESI research themes, issuer analysis or areas of engagement activity

• Contributes directly to investment and stewardship decision making

• Supports relationships with clients and new business growth

Qualifications :

Degree, Certification or diploma in relevant discipline (Finance, Business, Sustainability or similar)

Measures of Success:

• Stewardship research, engagement analysis and reporting are high quality, accurate, timely and decision-useful for investment teams.

• Engagement objectives, milestones and outcomes are clearly defined, effectively tracked and communicated.

• Proxy voting responsibilities are completed accurately and within required timelines.

• Stewardship reporting and management information are delivered accurately and on schedule.

• Stewardship insights and research contribute meaningfully to investment decision-making, client communications and thought leadership.

• Client and internal stakeholder requests are handled professionally and in a timely manner, with limited supervision

• Represents RICE professionally at external meetings, conferences and industry events.

• Supports the continuous improvement of RICE’s research capabilities, processes and output.

• The role holder demonstrates Rathbones' values and contributes positively to the development of RI capabilities across the business.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.