Operations Analyst

Kelly; Toronto; Hybrid; CAD 32,390 - 46,132; Full time

Benefits offered by this job

4% vacation pay

Job summary

Kelly in Toronto is looking for an Operations Analyst I focused on proxy voting and ESG initiatives. The role emphasizes operational execution and data analysis within a collaborative environment.

Key responsibilities include supporting proxy voting operations, data analysis, and process improvement. A degree in Finance or related fields is required, along with relevant experience and strong Excel skills. This is a hybrid position with the flexibility of working from home.

Qualifications

• 2 years of relevant experience in investment operations or data analysis.
• Exposure to ESG or governance-related coursework/certification is a plus.
• Experience with automation tools is a nice-to-have.

Responsibilities

• Support the full proxy voting lifecycle.
• Analyze operational data to identify improvement opportunities.
• Assist with ESG stewardship and corporate governance activities.

Skills

Advanced Excel skills

Data analysis

Process improvement

Familiarity with SQL

Experience with Power BI

Strong attention to detail

Stakeholder management

Strong organizational skills

Education

Bachelor’s degree in Finance, Business Administration, or related field

Tools

Power BI

Power Platform

SQL

Power Automate

SharePoint

Job description

Operations Analyst I (Proxy Voting / ESG Focus)

Location: Toronto, ON (Hybrid – Tues to Thurs in office)

Contract Duration: July 7, 2026 – December 31, 2026 (extension possible)

Pay Rate: Up to $28.50/hour + 4% vacation pay

About the Role

We are seeking an Operations Analyst I to support end‑to‑end proxy voting operations while contributing to ESG (Environmental, Social, Governance) and corporate governance initiatives. This role blends operational execution, data analysis, and process improvement within a collaborative and fast‑paced environment.

You will work closely with global stakeholders and gain hands‑on experience with data analytics and automation tools (Power BI, Power Platform).

Key Responsibilities

Proxy Voting Operations

• Support the full proxy voting lifecycle: monitoring, reconciliation, and execution
• Execute proxy votes on third‑party platforms within strict deadlines
• Maintain accurate records and assist with reporting and regulatory filings
• Coordinate with internal teams, custodians, and external vendors
• Track milestones and ensure timely completion of deliverables

Data Analysis & Process Improvement

• Analyze operational data to identify trends and improvement opportunities
• Support reporting using Excel, Power BI, and related tools
• Contribute to workflow improvements and automation initiatives (Power Platform)
• Maintain documentation and support process standardization

ESG & Governance Support

• Assist with ESG stewardship and corporate governance activities
• Support review of proxy ballot items aligned with internal guidelines
• Maintain data for stewardship reporting and regulatory requirements
• Help analyze voting trends and industry practices

What You’ll Bring

Must‑Have Skills

• Advanced Excel skills (formulas, data analysis; Power Query/VBA exposure a plus)
• Experience with data analysis, reporting, and process improvement
• Familiarity with tools such as SQL, Power BI, Power Automate, SharePoint

Soft Skills

• Strong attention to detail and accuracy
• Excellent communication and stakeholder management skills
• Strong organizational skills with ability to manage multiple deadlines

Nice‑to‑Have

• Knowledge of proxy voting, ESG, or corporate governance
• Experience in asset management or investment operations
• Exposure to automation tools (Power Apps, Power Automate) and Agile environments

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field
• ~2 years of relevant experience in investment operations, data analysis, or similar roles
• ESG or governance‑related coursework/certification is an asset

Team & Culture

• Collaborative team of approximately 10 members
• Fast‑paced, deadline‑driven environment (especially during proxy season)
• Strong emphasis on accuracy, innovation, and continuous improvement

How Performance Will Be Measured

• Accuracy and timeliness of proxy vote execution
• Ability to meet critical deadlines
• Quality of reporting and analysis
• Contributions to process improvements and automation
• Stakeholder satisfaction and collaboration

Candidate Value Proposition

• Work at the intersection of Investments, ESG, and Governance
• Gain exposure to global stakeholders and operations
• Build hands‑on experience with Power BI and automation tools
• High‑impact role with meaningful learning and growth opportunities