Analyst, Investment Stewardship

Responsibilities

• Execute proxy voting tasks in line with established procedures to ensure votes are being cast in an accurate and timely manner.
• Aid in the preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
• Create reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
• Support the team in screening, preparing, and tracking portfolio company engagements.

Requirements

• A bachelor’s degree & 1-2 years’ work experience (relevant internships will be taken into account).
• Strong writing and analytical skills.
• Demonstrated ability to produce high-quality reports for internal and external distribution.
• Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.
• Demonstrated ability to communicate complex information verbally.

Desired Qualifications

• Experience identifying and implementing process improvements to improve the efficiency and reliability of procedures and operations, including through automation and systemization.
• Experience with SQL and strong Excel skills.
• Relevant experience in investment stewardship, portfolio company analysis, and proxy voting mechanics.
• Experience in mutual fund or investment management industry, preference for interest in Stewardship as demonstrated through coursework or internships.

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.