Investment Stewardship Analyst

Voya Financial • New York, NY

12d • Onsite

About The Position

The Active Ownership team plays several important roles in the success of Voya IM’s ability to help our clients meet their investment goals, and to contribute to Voya’s responsible investment program. Each year, the Active Ownership team researches and votes many thousands of public company shareholder meetings and conducts engagement meetings with many of our portfolio companies on behalf of our Voya mutual funds’ shareholders and our institutional investors’ accounts managed by Voya IM. Active ownership is key to giving our clients a voice in the governance of their portfolio companies. Many of the issues that the team researches, votes, and engages on relate to events and issues currently in the news at companies around the world. In addition to engaging with public companies as well as researching and voting proxies, the team provides active ownership expertise to stakeholders across Voya, works closely with various departments to ensure we satisfy our clients’ active ownership expectations, and oversees our service providers.

Requirements

• An undergraduate degree in business finance, economics, sustainability or another relevant field or equivalent experience such as investment stewardship, public policy, equity research and analysis, financial services, or specialized client-facing roles.
• 3+ years of active ownership-related experience.
• Strong interest in corporate governance, sustainability, corporate strategy, public policy, and financial performance.
• Excellent verbal and written communication skills.
• Able to prioritize and manage multiple responsibilities and projects in a fast-paced, deadline and compliance driven work environment.
• Highly detail-oriented with exceptional organizational skills.
• Strong work ethic.
• Demonstrate the ability to work independently as well as function in a small team environment.
• Able to build strong working relationships with colleagues and external parties.
• Take a proactive approach in completing tasks and projects and demonstrate the ability to uncover issues and utilize superior problem-solving and critical thinking skills to find solutions to project challenges.
• Proficient in Microsoft products, Adobe, and SharePoint.

Responsibilities

• Demonstrate ability to work accurately and independently as well as function in a small team environment.
• Assist with preparing materials for investment analysts, proxy committees, and mutual fund boards of directors.
• Ability to work independently to prepare legal documents such as foreign market Powers of Attorney and EDGAR filings (Form N-PX).
• Reviewing corporate action and security lending activity and recalls.
• Assemble and process research materials and account holdings in preparation for voting analysis and vote execution.
• Ensure accounts and ballots are voted accurately, in accordance with the proxy voting policy, and before applicable meeting cut-off dates, including engaging with investment analysts for vote recommendations, as needed.
• Assist in the development of quarterly and ad-hoc materials for the proxy voting committees and mutual fund boards of directors.
• Collaborate with the broader Responsible Investment and Thematic Research team to improve processes, research companies, source relevant data, and offer support on relevant projects.
• Work with client service, compliance, and the RFP team to respond to active ownership-related client inquiries, reporting requests, and requests for activity and outcomes.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree