Investment Governance Analyst

Recrute Action•Toronto, ON

1d•CA$27 - CA$29•Hybrid

About The Position

Looking for a role that combines analytics, operations, and sustainability? This opportunity offers hands-on involvement in proxy voting, ESG-related activities, reporting, and process improvement initiatives, with exposure to global business partners and evolving industry practices.

Requirements

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
2 years of experience in investment operations, asset management, data analysis, or a related field.
Experience with data analysis, reporting, and process improvement initiatives.
Strong proficiency with Microsoft Excel, including formulas, data analysis, Power Query, VBA, and macros.
Familiarity with SQL, Power BI, Power Automate, Power Apps, SharePoint, and Microsoft Office applications.
Knowledge of business systems analysis and/or project management.
Understanding of operational processes, workflow tools, systems development life cycle concepts, and Agile methodologies.
Exposure to automation tools and workflow improvement initiatives.
Strong attention to detail and commitment to accuracy, transparency, and control.
Strong analytical, problem-solving, and presentation skills.
Excellent written and verbal communication skills.
Strong interpersonal and stakeholder management skills.
Strong planning and organizational skills with the ability to manage multiple competing deadlines in a fast-paced environment.
Ability to work independently and collaboratively within a global team environment.
Strong customer service orientation.

Nice To Haves

Exposure to ESG- or governance-related coursework or certification is considered an asset.
Experience in proxy voting, ESG stewardship, corporate governance, or investment operations is considered an asset.
Experience working within asset management environments is considered an asset.

Responsibilities

Support the end-to-end proxy voting lifecycle, including monitoring, reconciliation, and processing of proxy materials to ensure accuracy and completeness across systems and custodians.
Execute proxy votes on third-party platforms within established deadlines while adhering to market timelines and operational controls.
Support proxy-related initiatives and seasonal deliverables by tracking milestones, deadlines, and dependencies.
Coordinate activities with internal teams, custodians, and external vendors to ensure timely completion of deliverables.
Maintain accurate proxy records and support the preparation of reporting deliverables and regulatory filings.
Maintain documentation of procedures, requirements, and process changes to support consistency and knowledge sharing.
Analyze operational data and workflows to identify trends, gaps, and improvement opportunities.
Translate business requirements into actionable solutions and leverage tools such as Power BI, Power Automate, and Power Apps to enhance reporting, efficiency, and decision-making.
Assist in applying proxy voting guidelines aligned with corporate governance and ESG principles.
Support the review of ballot items related to environmental, social, and governance topics according to established guidelines.
Prepare and maintain data for stewardship reporting, including voting records and regulatory requirements.
Collaborate with Sustainability, Investment, Governance, Compliance, Legal, Operations, and Technology teams to support proxy voting activities.
Support updates to proxy voting guidelines, policy documentation, and operational processes.
Utilize AI technologies to enhance efficiency and consistency in the application of proxy voting guidelines.
Analyze proxy voting trends and review peer asset manager practices for benchmarking and insights.
Assist in creating training materials related to proxy processes and guidelines.
Track milestones and deadlines to ensure the efficient delivery of time-sensitive activities.
Assist end users with troubleshooting, provide timely resolutions or workarounds, and escalate issues when appropriate.
Identify opportunities to improve organizational efficiency through new or enhanced processes.
Measure process improvement outcomes using key performance indicators and metrics.
Analyze business priorities and provide insights that support value creation.
Implement automation and workflow improvement solutions using Microsoft Power Platform tools.
Support organizational change initiatives and provide post-implementation support.
Build and maintain strong relationships with stakeholders across multiple business functions and global locations.