Engagement Officer

Closing Date for Applications: 12th February 2025

Tracker Group is a UK-based, not-for-profit think tank. Our aim is to enable a Paris-aligned, nature-positive global economy by aligning capital market actions with planetary boundaries. We are the home of the two award-winning research brands, Carbon Tracker and Planet Tracker, which together comprise Tracker Group combined under one corporate entity since 2022.

Together, we mobilise investors and corporates alike to intervene in the practices destroying our planet, working towards the necessary, fundamental changes in our world’s financial markets to respect the environmental boundaries we know our planet has.

Engagement Officer – Job Specification

INTRODUCTION

The Engagement Officer will play a key role in realising this vision by fostering relationships and driving transformative dialogues within the financial sector.

ROLE AND RESPONSIBILITIES

The Engagement Officer will be integral to supporting the Tracker Group in all engagement and outreach activities. The role will involve advocating for progressive change in the financial sector by communicating the importance of aligning investments with climate and nature goals.

As this is a newly created position, the responsibilities and duties may evolve over time. Key responsibilities include:

• Engagement with Financial Institutions, Corporation and other Stakeholders: Actively reaching out to financial institutions and stakeholders within the financial ecosystem to disseminate and engage on Tracker Group research. Building and maintaining relationships with these institutions to engage them on climate and nature finance research.
• Teams and Networks: Working closely with a dynamic team of experts and collaborating with leading financial institutions, research partners, and stakeholders in shaping the future of sustainable finance.
• Outreach and Strategy Implementation: Supporting the Group Head of Engagement and Engagement Manager in developing and executing engagement strategies aligned with the team’s strategic plan.
• Operational Support: Helping to operationalise engagement strategies into a structured programme of activities. Coordinating with colleagues to set up meetings between investors and research leads to facilitate discussions on research insights.
• CRM Management: Ensuring accurate and timely data entry into the CRM system. Providing data and regular reporting on outreach activities and outcomes.
• Marketing and Materials Creation: Collaborating with the Communications Officer to create high-quality marketing materials for report launches and managing their rollout across relevant platforms.
• Administrative Support: Assisting in researching and contacting investors within key sectors, organising meetings, and providing additional administrative support as required.

A TYPICAL DAY

A typical day in the role of Engagement Officer might include:

• Starting the morning by participating in a team meeting to align on strategy, share updates, and go over upcoming reports and tasks.
• Drafting and sending tailored outreach emails to financial institutions, introducing Tracker Group’s latest research and inviting them to a webinar or meeting.
• Preparing for and attending a meeting with an institutional investor, where you present research findings and discuss their alignment with sustainability goals.
• Collaborating with colleagues to develop a follow-up plan for a stakeholder meeting, ensuring all action points are documented and communicated.
• Wrapping up the day by following up on the meeting, updating CRM records with recent engagements, summarising key activities and next steps.

Requirements

PERSON SPECIFICATION

• Outreach and Engagement: Demonstrated experience supporting engagement and outreach activities, including relationship-building with key stakeholders.

Desirable Knowledge

We value a variety of experiences and perspectives, so while you don’t need to have all the following, any of these areas of knowledge would be beneficial to the role:

• Financial Ecosystem Knowledge: An understanding of how financial markets operate, ideally with prior experience working in a financial institution, within the financial ecosystem, for a sustainable finance research provider, or within a civil society organisation that worked with finance stakeholders.
• Analytical Skills: A background in analysing and understanding financial information is a plus.
• Environmental Expertise: A good understanding of environmental issues and how they impact financial markets is desirable. The ability to engage stakeholders on these topics is essential.

• Relationship Building: Exceptional interpersonal and communication skills, with the ability to establish and nurture relationships with internal and external stakeholders.
• Organisation and Initiative: Highly methodical and organised, with a proactive approach to managing work. Leading workshops, webinars, or roundtables to engage stakeholders on climate and nature finance research.
• Presentation Skills: Ability to design and deliver high-quality presentations tailored to diverse audiences. Comfortable presenting to both small groups and large audiences.
• Communications: Strong written and verbal communication skills, with a demonstrated ability to engage others effectively on topics related to climate and nature finance.
• Desire to Learn: Willingness to continuously learn, engage with research content, and upskill on related issues to help financial markets understand why climate and nature need to be addressed to manage financial risks and opportunities.

Summary

The successful candidate will contribute to advancing Tracker Group’s mission through effective engagement and outreach strategies

• Salary Range: £43,000 - £49,000 per year, based on experience.
• Hybrid Work Environment: Minimum of two days in the office, with the rest either from the office or home.
• Annual Leave: 25 days of holiday plus bank holidays, with an additional day for every year worked (up to a maximum of 30 days per year).
• Pension Contribution: 7% employer contribution.
• Health Benefits: Possibility to opt into private healthcare.
• Cycle to Work Scheme: Access to a cycle-to-work scheme.
• Remote Work Flexibility: Up to four weeks per year working remotely.