Stewardship Associate
Core
Support Wellington's stewardship activities by partnering with investment professionals to execute company engagements, inform proxy voting decisions, and advance research on governance and sustainability issues.
Role type
Associate, investment stewardship & sustainable investing
Builds
Engagement outcomes, proxy voting recommendations, stewardship reports, and internal knowledge sharing
Domain
Asset Management / Corporate Governance / Sustainable Investing
Deliverable
client delivery
Required skills
Analytical acumen, research judgment, corporate governance knowledge, stakeholder engagement, data analysis, process discipline
Preferred skills
Python, Power BI, AI-enabled research tools
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 to improve voting analysis and reporting; Contribute to issuer-specific research and stewardship case studies.
Seniority
Mid-level IC (3-6 years experience)