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Interview scorecard template

Environmental, Social and Governance (ESG) Ratings Specialist interview scorecard

Pre-screening scorecard for Environmental, Social and Governance (ESG) Ratings Specialist candidates.

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finance riskcsrd sfdresg ratingsmsci sustainalyticsscope 3 emissions
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Technical command

35% weight

Check command of rating methodologies: MSCI ESG, Sustainalytics risk scores, CDP, S&P CSA weightings, plus SASB and GRI mapping and Scope 1 to 3 emissions calculation.

Evidence to listen for

  • Commands the instruments, models, or reporting standards the role turns on
  • Can build the analysis rather than only interpret someone else's
  • Knows the assumptions inside a model and which ones actually drive the answer
  • Fluent in the frameworks and disclosure regimes that apply

Five-point scoring guide

1
Poor

Cannot explain the instruments or standards they claim to work with.

2
Needs Improvement

Interprets others' analysis but cannot build or defend it.

3
Satisfactory

Solid working command; thin on unfamiliar structures or standards.

4
Very Good

Builds the analysis and knows which assumptions actually move the answer.

5
Excellent

Names specific indicator weightings and materiality maps, explains how a controversy flag or data gap moves a composite score.

02
Evaluation factor

Deals and deliverables that closed

25% weight

Probe deliverables shipped: completed CDP or CSA submissions, rating upgrades achieved, CSRD double materiality assessments, SFDR PAI templates, or assured sustainability report sections.

Evidence to listen for

  • Names transactions, filings, or reports they worked, with size, counterparties, and their own scope
  • Distinguishes their contribution from the deal team's
  • Knows what happened afterwards, including what underperformed
  • Can describe one that fell over and why

Five-point scoring guide

1
Poor

No completed work; describes process rather than outcomes.

2
Needs Improvement

Involved in transactions but cannot state their own scope.

3
Satisfactory

Real deliverables with adequate ownership; outcomes described loosely.

4
Very Good

Named transactions or filings with clear personal scope and honest post-mortems.

5
Excellent

Cites named submissions with dates, score movement before and after, and the specific disclosures or evidence that drove the change.

03
Evaluation factor

Risk judgement

25% weight

Assess judgement on data quality and greenwashing exposure: estimated versus reported emissions, boundary changes, restatements, and how they treat unverified supplier data.

Evidence to listen for

  • Distinguishes a modelled risk from a real one
  • States confidence and what would change their view
  • Comfortable disagreeing with a number that suits everybody
  • Knows the limits of the data behind a projection, especially over long horizons

Five-point scoring guide

1
Poor

Treats model output as truth; no sense of data limits.

2
Needs Improvement

Reports numbers without qualifying them; avoids unwelcome conclusions.

3
Satisfactory

Reasonable judgement; qualifies findings when prompted.

4
Very Good

States confidence unprompted and will hold an unpopular position on evidence.

5
Excellent

Flags where estimates are weak, documents assumptions and limitations, and pushes back on claims that assurance would not survive.

04
Evaluation factor

Explaining it to decision-makers

15% weight

Test how they brief CFOs, investor relations, and boards on rating outcomes, peer benchmarking, and the cost of closing a disclosure gap.

Evidence to listen for

  • Explains a technical position to an investment committee, board, or regulator so they can act on it
  • Writes to the standard the audience is held to
  • Handles challenge without either caving or digging in
  • Works across legal, operations, and external counterparties

Five-point scoring guide

1
Poor

Cannot communicate beyond technical peers.

2
Needs Improvement

Explanations lose the audience or oversimplify to the point of error.

3
Satisfactory

Adequate with familiar audiences; less effective under challenge.

4
Very Good

Explains clearly to committees and regulators and holds up under challenge.

5
Excellent

Translates indicator-level scoring into a short prioritised action list with owners, effort estimates, and expected score impact.

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