Compass Investor Engagement Fellow
Program: RFK Compass Investors Program
Reporting to: Investor Engagement Program Associate
Full-Time, Year-long Fellowship
Annual Salary: $60,000 (plus full-time benefits package)
Robert F. Kennedy (RFK) Human Rights seeks an Investor Engagement Fellow to support the RFK Compass Investors program as the team plans for increased activities around their digital and in-person events as well as their campaign mobilization efforts over the next year. The primary function of this role will be conducting active telephone and email outreach to institutional investors to engage them in our various events and advocacy efforts.
About the RFK Compass Investors program:
Robert F. Kennedy Human Rights Compass Investors is a program that convenes, connects and catalyzes investment decision-makers on the importance and intersection of social justice issues in their investment processes. Our investors collectively control close to $7 trillion in assets under management and are keenly focused on seeking superior risk-adjusted returns. As a result, our work offers insights and connections for these leaders around the“S” in ESG (environmental, social and governance), economic and racial equity in order to yield both profits and positive impact for people and the planet.
We do this via a series of in-person and digital gatherings, shareholder advocacy efforts, connecting like-minded investors with funds that can yield impact and profit, while offering tools and other resources that inspire less talk and more action.
- Manage the process for outreach to institutional investors including call lists and content, CRM updates, and actions for internal teams.
- Ensure swift and consistent follow through on all interactions with institutional investors touched via phone or email.
- Coordinate and manage the scheduling of key meetings and phone calls between investors, SVP of Compass Program, and Board Members.
- Actively and consistently build relationships with institutional investors as they navigate the various stages of our event experiences including event invitation and confirmation, registration process, attendee connections and event follow-up.
- Troubleshoot and co-ordinate with the Program Associate, obstacles to reaching key investors including identifying new contacts, updated contact information, assistant engagement etc.
- Alongside the Program Associate, lead the CRM process of logging interactions with investors, updating contact databases, flagging issues, pulling reports etc.
- Proactive and urgently elevate any uncertainties or obstacles encountered with the Program Associate and/or others on the team.
- Prepare all written correspondences for investor engagement outreach including phone scripts for interns, draft emails, meeting briefs, event invitations and other collateral.
- Support and inform the Compass team with analysis and monitoring of sell and buy-side research, qualitative and quantitative benchmarking and other ad hoc research projects.
- Assist with other tasks and activities related to outreach as needed.
- At least one year of experience within finance/investor engagement, sales, and/or marketing;
- Interest in working in the non-profit or finance/business sectors;
- Awareness and interest in current events and issues relating to human rights around the world;
- Experience using online working platforms such as Google Suite, Slack, Zoom, Hopin, etc.
- Ability to work with financial databases and tools such as Preqin, Bloomberg, Nasdaq, etc.
- Experience with CRM platforms such as Salesforce is a plus but not required;
- Ability to work with C-suite executives in finance, non-profit and/or philanthropy;
- Understanding of finance jargon and private capital markets industry;
- Strong verbal and written communication skills;
- Critical thinker, you’re someone who is eager to learn and grow;
- Demonstrated research skills suitable for varied audiences;
- Attention to detail, you’re able to scope out errors and willing to fix mistakes;
- Time management, you have the ability to manage multiple tasks and projects at once;
- Self-starter with the drive to propose and execute content pieces on their own;
- Flexible, patient, and ability to stay gracious under pressure;
- High level of integrity and discretion in handling confidential information;
- Innovative thinking, an unwillingness to accept things as they are, and a strong work ethic are essential
- Teamwork, you are able to build positive relationships with your colleagues and are willing to help others;
- Inclusive, you’re excited to work with people who have different backgrounds, experiences, and perspectives from your own.
Availability and Compensation:
- This is a one-year full-time fellowship (37.5 hours per week) starting Fall 2021 (negotiable) until Fall 2022.
- The annual base salary for this role is $60,000 plus full-time employee benefits;
- The role may be eligible for extension or conversion to a permanent staff position depending on organizational needs & individual performance.
Benefits and other Perks:
- We value your health: RFK Human Rights covers 100% of individual-only costs of our platinum medical, dental, vision benefits and subsidize the cost for dependent coverage;
- We understand the importance of financial planning and saving we provide:
- An automatic contribution of 7% of your salary after your first year of employment;
- A College Saveup/Loan PayDown program with an automatic $100/monthly contribution for any current loans or future loans;
- An automatic monthly cell phone & internet speed stipend of $125/monthly to offset any phone & internet expenses;
- We value your growth: RFK Human Rights provides an annual $2,000 professional development stipend to all full-time staff to use towards any courses, conferences, or trainings that would further one’s professional learning and development. As well professional development days/hours to complete these courses.
- Flexibility and independence to help manage your work and home life: Staff have the ability to work from home or telecommute.
- Employees receive a $1,000 benefits card each calendar year to use towards food and home & life purchases to help support work from home needs.
- We love to celebrate human rights advocates and our hard work! We do so by hosting award ceremonies, galas, summer outings, holiday parties, potlucks, domestic and international staff retreats, and spur-of-the-moment social outings.
You are welcomed here…
Robert F. Kennedy Human Rights is an equal opportunity employer and believes we are stronger and more effective by working internally and externally with people of all abilities, diverse backgrounds, and a range of perspectives, particularly those who have historically been marginalized or underrepresented. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We do not discriminate in our hiring practices and in order to build the strongest possible workforce, actively seek a diverse applicant pool.