ESG Stewardship Analyst
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
About the role
For nearly 90 years, our mission has been to improve people’s lives through successful investing. We believe integrating ESG into our investment process can generate better long-term outcomes for our clients. ESG is systematically integrated into our investment process and is grounded in three key components: our proprietary ESG investment frameworks, monitoring process, and engagement and proxy voting. We believe this approach enhances our proven investment process, The Capital System, and can help us deliver better long-term results.
The Stewardship Analyst, as a member of the Global Stewardship and Engagement (GSE) team (a subset of the ESG team), is responsible for conducting proxy research that culminates in proxy voting recommendations to the Investment Group, engaging with portfolio companies on stewardship priorities and proxy voting operational responsibilities. In addition, the Stewardship Analyst will produce and publish high-quality, investment-relevant governance research throughout the year, independent of proxy-focused work. The analyst partners with and provides guidance to Investment Analysts, Portfolio Managers, and ESG team members to conduct sector- and industry-specific research on governance best practices and standards.
Responsibilities
- Proxy Voting and engagement
- Prepare company and sector-level research and apply proxy voting guidelines with appropriate judgment, using analysis to diagnose and resolve issues across governance, environmental, and social topics.
- Demonstrate detail orientation in analysis of proxy voting ballot items, ensuring voting decisions are transmitted to the market in a timely and accurate manner.
- Utilize effective decision quality when elevating proxy votes for Investment Group review and escalate potential voting issues for senior team member involvement, including recommendations for resolution.
- Demonstrate appropriate knowledge in the application of proxy voting guidelines, escalating relevant trends and making recommendations in a timely manner to senior members for guideline committee consideration.
- Build credibility with the investment group over time, providing value-added contributions to the proxy voting process.
- Demonstrate strong risk awareness by understanding voting operations risks, controls, and team policies and procedures; proactively identify enhancements and promptly escalate issues when needed.
- Actively build sector and company expertise by collaborating with senior Stewardship associates during issuer engagements, contributing informed perspectives and deepening your understanding through direct participation.
- Research & Knowledge Sharing
- Partner with more senior team members in standalone research efforts based on internal requests in areas of familiarity.
- Participate in developing training materials around specific topics that increase the team’s knowledge base.
- Consistently share articles and notes from webcasts and industry events with the team.
- Identify trends and incorporate competitive knowledge into key initiatives and recommendations, consistently sharing knowledge within the Stewardship Team.
- Team Contributions
- Participate in projects with key stakeholders, demonstrating an understanding of team procedures and a risk awareness mindset.
- Thrive in a team environment, bringing positivity and collaboration to everything you do. Spot challenges early and work with others to find smart, effective solutions.
Qualifications
- You are self-driven and intellectually curious, seeking to understand how and why things work — whether in the financial industry or in the connections between processes and technology.
- Learn quickly and effectively apply knowledge of systems and research resources to your daily work.
- Demonstrate a developing understanding of Stewardship functions, including Capital Group’s Proxy Voting Guidelines, policies, procedures, and systems.
- Communicate clearly and effectively — both in writing and verbally — with associates, senior business leaders, the Investment Group, and portfolio company management and directors.
- Produce clear, accurate reports and maintain thorough records of engagement and voting activity in internal systems.
- Stay current on emerging best practices and technological developments.
- Take initiative to identify issues, recommend practical solutions, and drive continuous improvement.
- Manage priorities effectively, meeting deadlines with strong attention to detail and quality.
- Demonstrate self-awareness, actively seeking feedback and opportunities for professional growth.
- Apply intellectual curiosity, analytical thinking, and sound judgment to resolve complex matters.
Benefits
- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones.
- In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus.
- A retirement plan where Capital contributes 15% of your eligible earnings.
Pay
Southern California Base Salary Range: $90,440-$144,704
San Francisco Base Salary Range: $105,468-$168,749