Senior Investment Stewardship Analyst

Colorado Public Employees' Retirement Association•Denver, CO

1d•$130,000 - $155,000•Hybrid

About The Position

The Sr. Investment Stewardship Analyst upholds PERA’s fiduciary duty and approach to long-term financial sustainability through the development and implementation of stewardship initiatives and communications. This position is responsible for managing PERA’s proxy voting activities, providing research and analysis on material stewardship topics across asset classes, and evaluating potential impacts of stewardship-related developments on PERA’s portfolio. The Analyst serves as a thought leader in corporate governance matters, and makes recommendations for policy and process enhancements that contribute to organizational, departmental, and divisional objectives.

Requirements

Bachelor's degree in related field; five years of investment stewardship experience; or equivalent combination of education and experience
Proven track record of successfully implementing custom proxy voting policies, reporting on outcomes, and making appropriate recommendations for enhancements
Broad knowledge of investment instruments, processes, data, and experience collaborating cross-functionally
Demonstrated ability to effectively manage time, commitments, and multiple priorities in a complex and fast-paced environment
Customer service orientation with excellent verbal and written communication skills
Advanced proficiency in spreadsheet, word processing, presentation software, proxy voting and ESG data platforms
Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes
Strong sense of accountability and ownership with the ability to apply discretionary judgement to meet objectives with minimal supervision
Strong analytic aptitude in both qualitative reasoning and mathematical capacities, with exceptional attention to detail
Outstanding interpersonal characteristics, reputation, and team orientation

Nice To Haves

Eligibility dependent upon factors detailed in PERA's Work from Home Policy for hybrid work option.

Responsibilities

Contributes to the development and implementation of PERA’s investment stewardship initiatives and communications as the corporate governance and proxy voting expert
Manages PERA’s proxy voting program, applying expertise and applicable analysis to complex voting decisions and execution in alignment with PERA’s Proxy Voting Policy
Monitors ballots and vote instructions daily, escalating issues appropriately to prevent and resolve problems in a timely manner
Produces reports, analysis, and summaries of voting activity, stewardship outcomes, and governance trends
Develops and maintains policy and process documents, and recommends efficient procedural and technology enhancements based on market developments, regulatory changes, industry best practices, and PERA’s investment stewardship philosophy
Maintains accurate and thorough records of proposals, votes, research, policy updates, advocacy, and engagement activities
Evaluates performance of stewardship vendors and licensed platforms, making recommendations as needed to enhance cost-effective processes
Provides direction and training to other staff as applicable; provides coaching and feedback as necessary
Contributes to internal research across asset classes by providing requested resources, analysis, and commentary on proxy matters and other applicable material considerations
Assists in engagements with portfolio companies and investment management partners, as appropriate
Conducts stewardship research independently and provides analysis and commentary on legislative, regulatory, and investor-led developments in global markets, interpreting potential impacts to PERA
Advocates for PERA’s position on relevant matters through compelling written and oral communications with legislative and regulatory bodies, oversight boards, and organizational alliances
Builds and maintains constructive internal and external stakeholder relationships
Prepares and presents reporting and educational materials for stakeholders, including the PERA Board of Trustees
Participates in conferences and industry discussions representing PERA’s investment stewardship, as appropriate
Provides additional stewardship support to PERA’s senior leadership through the contribution of subject matter and industry network expertise, as needed
Maintains regular and prompt attendance in the workplace
Performs other duties as assigned