Senior Associate, Investment Stewardship
Core
Oversee corporate governance practices for portfolio companies, including proxy voting and stakeholder engagement.
Role type
Senior Associate, Investment Stewardship
Builds
Proxy voting records, engagement reports, and governance analysis for Dimensional's portfolio.
Domain
Asset Management / Corporate Governance
Deliverable
dashboards & analysis
Required skills
Proxy voting mechanics, corporate governance analysis, stakeholder engagement, regulatory monitoring, data compilation, in-depth research, report writing
Preferred skills
Asynchronous global team collaboration, investment industry experience, mutual funds experience
Technologies
N/A
Responsibilities
Identify and participate in portfolio company engagement opportunities; vote proxies accurately and timely; research key corporate governance issues and industry trends; monitor regulatory developments; prepare reports for internal stakeholders; assist with RFPs and external policy requests.
Seniority
Senior, hands-on IC