Analyst/Associate, Investment Stewardship

Dimensional • Charlotte, NC

2d • Hybrid

About The Position

The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional’s investment philosophy. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients. Within Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. The team works closely with a number of stakeholders to ensure best practice is maintained and our clients objectives are met. The Analyst's responsibilities include monitoring and assisting with the operational workflows involved in proxy voting, from setting up accounts to auditing and reconciling existing set-ups. Responsibilities involve oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary.

Requirements

• A bachelor’s degree is required.
• Relevant experience in investment stewardship , portfolio company analysis, and proxy voting mechanics.
• Experience in mutual fund or investment management industry.
• Ability to manage high-profile engagements with senior executives and board members.
• Strong writing and analytical skills.
• Demonstrated ability to produce high-quality reports for internal and external distribution.
• Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.

Responsibilities

• Identify meaningful portfolio company engagement opportunities, participate in engagements, and track outcomes.
• Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
• Monitor proxy votes to ensure votes are being cast in an accurate and timely manner.
• Identify and research key corporate governance issues and trends within the industry.
• Monitor regulatory developments for potential impact on Dimensional.
• Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
• Identify opportunities for the improvement in the efficiency and reliability of the group’s procedures and operations, including through automation and systemization.

Benefits

• Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level