Investment Stewardship Analyst, Specialist

Vanguard•Malvern, PA

3d•Hybrid

About The Position

Vanguard Capital Management Investment Stewardship (VCMIS) acts as a voice for our investors to promote strong corporate governance focused on long-term investment returns at the companies in which our funds invest. The Vanguard Capital Management Investment Stewardship program is closely aligned with Vanguard’s core purpose “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our team supports this mission by engaging with executive leadership teams and boards of directors of the companies in which the Vanguard-Capital Management advised funds invest, as well as voting at shareholder meetings to make sure that investors’ interests are always a priority.

Requirements

Business or investment experience.
Demonstrated willingness to contribute to the overall success of the team and to Vanguard and its shareholders.
Demonstrated ability to function in a fast paced, ambiguous environment, managing multiple priorities, deadlines, and diverse responsibilities.
Excellent verbal and written communication.
Strong quantitative and analytical abilities.
Ability to work both independently and collaboratively to achieve the best results.
Demonstrated ability in using sound business judgement to identify risks and navigate ambiguous scenarios.
Minimum of three years related work experience.

Responsibilities

Develops proxy voting recommendations in accordance with VCMIS policy including complex and/or ambiguous situations.
Engages in team discussions around vote recommendations and corporate governance matters, offering candid, well-reasoned perspectives.
Supports and manages incoming engagement requests from portfolio companies including thorough analysis of company agendas and relevant updates.
Supports portfolio company engagements through research, analysis, development of prep materials, and accurate documentation of engagement notes.
Supports departmental initiatives and identifies ideas to improve outcomes, increase operational efficiency, and reduce risk.
Undertakes research to help inform decisions and recommendations and to support business needs.
Demonstrates a strong understanding of VCMIS proxy voting policies, guidelines, stewardship philosophy, and relevant corporate governance matters, while continuing to develop expertise in assigned area.
Establishes and maintains strong working relationships with business partners and vendors. Proactively communicates with stakeholders and business partners, including presentation of ideas and recommendations.
Shares knowledge and provides guidance to less experienced crew on policy applications, engagement preparation, and corporate governance topics.
Participates in special projects and perform other duties as assigned.