Stewardship Associate
Core
Support investment professionals in executing company engagements, analyzing proxy ballots, and advancing research on governance and sustainability to enhance long-term client value.
Role type
Associate in investment stewardship and sustainable investing
Builds
Engagement outcomes, proxy voting recommendations, and stewardship reporting for institutional clients
Domain
Global capital markets, corporate governance, and sustainable investing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Analytical acumen, research judgment, corporate governance knowledge, data analytics, communication, collaboration, process discipline
Preferred skills
Proficiency in Power BI, Python, or AI-enabled workflows
Technologies
Microsoft Excel, PowerPoint, Power BI, Python
Responsibilities
Develop and execute thematic and issuer-specific engagement priorities; analyze proxy ballot items and formulate voting recommendations; maintain accurate engagement records and stewardship data; leverage data analytics tools to improve voting analysis and reporting; monitor regulatory developments in global governance practices.
Seniority
Mid-level individual contributor (3–6 years experience)