Stewardship Analyst

Wellingtons Stewardship & Sustainable Investment team plays a key role in bringing together our sustainable investment capabilities and the firms 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 Wellingtons 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.

Responsibilities

Company Engagement

• 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.

Proxy Voting

• Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellingtons 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.

Stewardship Operations

• 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.

Essential Skills

• Analytical acumen and research judgment The ideal candidate will demonstrate strong analytical skills and the ability to evaluate company disclosures governance practices proxy materials sustainability reporting and market context to form thoughtful evidence-based recommendations. Comfort working with qualitative and quantitative information and identifying the most decision-useful insights will be essential.

• Stewardship and investment orientation Successful candidates will bring a strong interest in corporate governance stewardship sustainability and long-term investing. The ability to connect stewardship activities to investment relevance client outcomes and financially material issues will be important along with sound judgment in assessing company practices and engagement opportunities.

• Superior communication and collaboration skills This role requires the ability to communicate complex topics clearly and concisely both verbally and in writing. The Stewardship Analyst will partner closely with investment professionals stewardship colleagues and teams across the Investment and Client Platforms so strong relationship-building skills humility and a collaborative orientation are essential.

• Process discipline and continuous improvement mindset The successful candidate will be highly organized detail-oriented and able to manage multiple priorities particularly during peak proxy season. A proactive approach to improving workflows maintaining high-quality stewardship data and adopting AI-enabled tools or other technology to enhance research reporting and engagement tracking will be highly valued.

Qualifications

• Undergraduate degree in Finance Economics Business Law Sustainability Political Science Data Analytics or a related discipline.

• Approximately 36 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. Familiarity with data tools such as Power BI Python or other AI-enabled workflows is a plus.

• Exceptional early-career candidates with outstanding analytical ability writing skills and demonstrated interest in corporate governance and investing will also be considered.