Stewardship Analyst
About The Position
Wellington's Stewardship & Sustainable Investment team plays a key role in bringing together our sustainable investment capabilities and the firm's stewardship activities, helping to enhance long-term value for our clients. We are seeking a Stewardship Analyst to join this collaborative team, which sits within the COO Group on our Investment Platform, as we seek to scale our capabilities across engagement, proxy voting and stewardship operations. This role will support Wellington's stewardship activities by partnering with investment professionals to execute company engagements, inform proxy voting decisions, and advance research on governance and other financially material sustainability issues. The successful candidate will be highly collaborative and establish credibility across multiple teams to contribute to engagement prioritization, proxy analysis, stewardship reporting, and the scaling of stewardship processes to deliver strong long-term outcomes for clients.
Requirements
- Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline.
- Approximately 3–6 years of relevant experience in investment stewardship, corporate governance, investment research, responsible investing, sustainability, consulting, investor relations, or another research-oriented role.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
- Exceptional early-career candidates with outstanding analytical ability, writing skills, and demonstrated interest in corporate governance and investing will also be considered.
Nice To Haves
- Familiarity with data tools such as Power BI, Python, or other AI-enabled workflows is a plus.
Responsibilities
- Support the Stewardship Lead in the development and execution of thematic and issuer-specific engagement priorities.
- Participate in and lead, where appropriate, engagements with company management and board directors in support of stewardship priorities and to inform proxy voting decisions.
- Identify and communicate key insights, company responsiveness, and engagement outcomes.
- Contribute to issuer-specific research, stewardship case studies and internal knowledge sharing that support the broader investment dialogue.
- Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellington's Proxy Voting Guidelines.
- Incorporate company engagement history, investment research, governance practices, and market context into voting analysis, feeding back into development of voting guidelines.
- Support proxy voting operations, especially during peak proxy season, while helping improve the efficiency and quality of voting workflows.
- Monitor regulatory developments and evolving governance practices across global markets.
- Maintain accurate engagement records and stewardship data to support reporting, measurement, and transparency.
- Leverage data analytics and AI-enabled research tools, where appropriate, to improve the efficiency and quality of proxy voting analysis, engagement capture, and reporting.
- Assist with embedding stewardship and sustainable investment capabilities in investor workflows.
- Support stewardship reporting and responses to stewardship-related RFI/RFPs through close collaboration with teams on the infrastructure and client platforms.
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
