ESG Stewardship Analyst

Capital Group•Los Angeles, CA

3d•Hybrid

About The Position

The Stewardship Analyst, as a member of the Global Stewardship and Engagement (GSE) team (a subset of the ESG team), is responsible for conducting proxy research that culminates in proxy voting recommendations to the Investment Group, engaging with portfolio companies on stewardship priorities and proxy voting operational responsibilities. In addition, the Stewardship Analyst will produce and publish high-quality, investment-relevant governance research throughout the year, independent of proxy-focused work. The analyst partners with and provides guidance to Investment Analysts, Portfolio Managers, and ESG team members to conduct sector- and industry-specific research on governance best practices and standards. The analyst in this role demonstrates strong working knowledge of Capital Group’s proxy voting guidelines and works under direction only as needed. The individual displays a comprehensive understanding of the proxy voting and engagement cycle and may represent Capital Group at industry events to share insights, best practices, and process enhancements with the Stewardship team.

Requirements

Self-driven and intellectually curious.
Ability to learn quickly and effectively apply knowledge of systems and research resources to daily work.
Developing understanding of Stewardship functions, including Capital Group’s Proxy Voting Guidelines, policies, procedures, and systems.
Clear and effective communication, both in writing and verbally, with associates, senior business leaders, the Investment Group, and portfolio company management and directors.
Strong attention to detail and quality.
Ability to manage priorities effectively and meet deadlines.

Nice To Haves

Experience integrating ESG into investment processes.
Experience with proprietary ESG investment frameworks.
Experience with ESG monitoring processes.
Experience with engagement and proxy voting.
Experience with The Capital System.
Experience representing a company at industry events.
Experience in sector- and industry-specific research on governance best practices and standards.
Experience with proxy voting operations risks, controls, and team policies and procedures.
Experience collaborating with senior Stewardship associates during issuer engagements.
Experience developing training materials.
Experience identifying trends and incorporating competitive knowledge into key initiatives and recommendations.
Experience participating in projects with key stakeholders.
Experience applying intellectual curiosity, analytical thinking, and sound judgment to resolve complex matters.

Responsibilities

Conducting proxy research that culminates in proxy voting recommendations to the Investment Group.
Engaging with portfolio companies on stewardship priorities and proxy voting operational responsibilities.
Producing and publishing high-quality, investment-relevant governance research throughout the year, independent of proxy-focused work.
Partnering with and providing guidance to Investment Analysts, Portfolio Managers, and ESG team members to conduct sector- and industry-specific research on governance best practices and standards.
Demonstrating strong working knowledge of Capital Group’s proxy voting guidelines.
Displaying a comprehensive understanding of the proxy voting and engagement cycle.
Representing Capital Group at industry events to share insights, best practices, and process enhancements with the Stewardship team.
Preparing company and sector-level research and applying proxy voting guidelines with appropriate judgment, using analysis to diagnose and resolve issues across governance, environmental, and social topics.
Demonstrating detail orientation in analysis of proxy voting ballot items, ensuring voting decisions are transmitted to the market in a timely and accurate manner.
Utilizing effective decision quality when elevating proxy votes for Investment Group review and escalating potential voting issues for senior team member involvement, including recommendations for resolution.
Demonstrating appropriate knowledge in the application of proxy voting guidelines, escalating relevant trends and making recommendations in a timely manner to senior members for guideline committee consideration.
Building credibility with the investment group over time, providing value-added contributions to the proxy voting process.
Demonstrating strong risk awareness by understanding voting operations risks, controls, and team policies and procedures; proactively identifying enhancements and promptly escalating issues when needed.
Actively building sector and company expertise by collaborating with senior Stewardship associates during issuer engagements, contributing informed perspectives and deepening understanding through direct participation.
Partnering with more senior team members in standalone research efforts based on internal requests in areas of familiarity.
Participating in developing training materials around specific topics that increase the team’s knowledge base.
Consistently sharing articles and notes from webcasts and industry events with the team.
Identifying trends and incorporating competitive knowledge into key initiatives and recommendations, consistently sharing knowledge within the Stewardship Team.
Participating in projects with key stakeholders, demonstrating an understanding of team procedures and a risk awareness mindset.
Bringing positivity and collaboration to everything you do.
Spotting challenges early and working with others to find smart, effective solutions.
Producing clear, accurate reports and maintaining thorough records of engagement and voting activity in internal systems.
Staying current on emerging best practices and technological developments.
Taking initiative to identify issues, recommend practical solutions, and drive continuous improvement.
Managing priorities effectively, meeting deadlines with strong attention to detail and quality.
Demonstrating self-awareness, actively seeking feedback and opportunities for professional growth.
Applying intellectual curiosity, analytical thinking, and sound judgment to resolve complex matters.