Investment Stewardship Analyst, Specialist

The Vanguard Group•Malvern, PA

2d•Hybrid

About The Position

The Investment Stewardship Analyst works on Vanguard Capital Management Investment Stewardship (VCMIS), which promotes strong corporate governance focused on long-term investment returns for investors. The team engages with executive leadership teams and boards of directors at companies in which Vanguard-Capital Management advised funds invest, and votes at shareholder meetings to prioritize investors’ interests. The role develops proxy voting recommendations, supports portfolio-company engagements, conducts research and analysis, and contributes to departmental initiatives. It also calls for strong knowledge of VCMIS policies and stewardship philosophy, effective collaboration with business partners and vendors, and communication of ideas and recommendations. The position includes sharing knowledge and guidance with less experienced crew members.

Requirements

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

Responsibilities

Develop proxy voting recommendations in accordance with VCMIS policy, including for complex or ambiguous situations.
Participate in team discussions about vote recommendations and corporate governance matters, offering candid, well-reasoned perspectives.
Support and manage incoming engagement requests from portfolio companies, including analyzing company agendas and relevant updates.
Support portfolio-company engagements through research, analysis, preparation materials, and accurate documentation of engagement notes.
Support departmental initiatives and identify ideas to improve outcomes, increase operational efficiency, and reduce risk.
Conduct research to inform decisions and recommendations and support business needs.
Develop and maintain understanding of VCMIS proxy voting policies, guidelines, stewardship philosophy, and relevant corporate governance matters, while building expertise in an assigned area.
Establish and maintain working relationships with business partners and vendors.
Proactively communicate with stakeholders and business partners, including presenting ideas and recommendations.
Share knowledge and guide less experienced crew on policy applications, engagement preparation, and corporate governance topics.
Participate in special projects and perform other duties as assigned.