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Director of Shareholder Advocacy
Organization Name: 
Mercy Investment Services
Application Deadline: 
Saturday, August 31, 2019

About the Organization

Launched in February 2010, Mercy Investment Services provides for the collective investment and professional management of the endowment and other investment funds of the Sisters of Mercy of the Americas and their sponsored ministries, while working for a just and sustainable world,and embraces socially responsible investing as a means of promoting systemic change, with emphasis in the areas of nonviolence, racism, environment, concern for women, and immigration. Our multifaceted socially responsible investing program includes shareholder advocacy engagement with companies, proxy voting, portfolio screening and impactinvestments. More information is available at

Position Description

The Director of Shareholder Advocacy is responsible for the implementation of the annual shareholder advocacy plan of Mercy Investment Services, Inc. and/or shareholder advocacy partner organizations. This position will have a human rights focus to include issues of health care, healthy communities, sustainable development goals and human rights impact assessments in our shareholder advocacy program, with responsibility for recommending and implementing Mercy Investment Services’ approved shareholder advocacy plan. This position may be based in St. Louis, Missouri, or in another agreed-upon location.
  • Develops an annual shareholder advocacy plan, including advocacy priorities and annual advocacy goals in assigned issue areas, concerns to be addressed and outcomes/impacts to be achieved through engagement with companies, for approval by management, the Social Responsibility Committee and/or partner organizations.
  • Implements the annual shareholder advocacy plan through the filing of shareholder resolutions, including as primary and/or co-filer where appropriate, leading and/or participating in dialogues, and other forms of corporate engagement, in collaboration with the Interfaith Center on Corporate Responsibility and other corporate responsibility advocacy groups and interested social investors aligned with Mercy.
  • Recommends additions/deletions to the Mercy advocacy portfolio on a quarterly basis in support of theannual advocacy plan and ongoing advocacy priorities.
  • Recommends additions/deletions to the proxy voting guidelines, which address appropriate governance, social and environmental criteria with a focus on issues of importance to Mercy Investment Services and the Sisters of Mercy and/or partner organizations, as applicable.
  • Enters monthly updates on engagements into a shared database and provides quarterly and annual reportson assigned areas of the shareholder advocacy program, company engagements and the outcomes/impacts of the shareholder advocacy work.
  • Recommends resources to enhance shareholder advocacy, including research needs, research tools, impact/outcome measurement and other capabilities.
  • Recommends an annual budget to carry out position’s responsibilities to Mercy Investment Services management for review and approval.
  • Informs and educates the Board of Directors, Social Responsibility Committee, investment managers, and partner organizations on corporate social responsibility issues and practices as appropriate and/or requested.
  • Prepares materials on achievements of the annual shareholder advocacy plan for Mercy Investment Services’ annual report and other publications as requested.
  • Provides on going information on corporate social responsibility and other support to website content development and monthly newsletters for Mercy Investment Services, the Sisters of Mercy and/or partner organizations as appropriate and requested.
  • Performs other duties as required.

Candidate Requirements

  • Bachelor’s degree in related field; master’s degree preferred
  • At least five years of experience of demonstrated accomplishment in a related field; corporate engagement experience preferred
  • Strong background in human rights and entitiessuch as the ILO, OECD, and UN Guiding Principles on Transnational Business Corporationsand Sustainable Development Goals
  • Understanding of health issues facing both domestic and international communities today
  • Strong background in management of information, and internet and computer capabilitiesincluding Microsoft Office 2016 suite
  • Effective writing, communication and presentation skills
  • Ability to synthesize complex information and communicate it in understandable terms to various audiences
  • Track record of effectively managing and leading projects by connecting with staff and peers on both an individual level and in large groups
  • Ability to work collaboratively and/or independently on multiple projects simultaneously and to prioritize responsibilities
  • Demonstrated sensitivity to and knowledge of cultural differences
  • Ability to work independently, taking initiative to proactively and responsibly identify and address issues
  • Strong organizational skills, attention to detail, and ability to execute tasks in a timely manner
  • Understanding of shareholder advocacy legal processes and compliance with legal requirements
  • Strong knowledge of SRI and ESG and/or social justice issues in a faith-based setting preferred
  • Understanding and appreciation of the traditions and culture associated with the Sisters of Mercy
  • Familiarity with the Catholic Church structures and teaching preferred


Salary and benefits will be competitive and commensurate with experience.

Application Instructions

Mercy Investment Services is an Equal Opportunity Employer. Interested candidates should send a cover letter, résumé, and salary requirements to [email protected].

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