Investment Stewardship Senior Operations Analyst, 12m Temp Contract - Vanguard

ZipRecruiter; London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading investment management firm is seeking a Senior Analyst to support investment stewardship operations in London. This role involves managing proxy voting processes, ensuring compliance, and enhancing operational efficiency within the team. Ideal candidates will have substantial experience in financial services, strong project management skills, and the ability to manage multiple stakeholders. The contract is 12 months with a hybrid work model.

Qualifications

• Proven substantial work experience in financial services operations-related roles.
• Experience in proxy voting, investment operations, audit, risk or compliance.
• Ability to drive outcomes in a fast-paced environment.

Responsibilities

• Support day-to-day proxy voting operations and technology platforms.
• Manage production and creation of documentation for reporting.
• Integrate new funds and securities into stewardship operations.

Skills

Financial services operations experience

Project management

Communication skills

Organizational skills

Stakeholder management

Education

Undergraduate degree or equivalent

Job description

Job Description

Serves as an experienced analyst supporting day-to-day investment stewardship operations & technology platforms to enable Vanguard's investment stewardship efforts in proxy voting and engagement.

Vanguard's Investment Stewardship program acts as a voice for our investors to promote strong corporate governance focused on long-term investment returns at the companies in which our funds invest. Our Investment Stewardship program is closely aligned with Vanguard's core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Investment Stewardship supports this mission by engaging with executive leadership teams and boards of directors of the companies in which the Vanguard-advised funds invest, as well as voting at shareholder meetings to make sure that investors' interests are always a priority.

In this role, you will be a senior analyst on a 12 month temp contract supporting the operational, risk and control environments of Vanguard's Investment Stewardship efforts. You will help to ensure best-in-class governance and oversight of the team's proxy voting and engagement capabilities. Your role will involve monitoring controls and risks, managing operational issues associated with proxy voting, managing and collaborating with internal and external partners, and providing operational support to Vanguard's Investment Stewardship team's analysts that are proxy voting and engaging with companies. This role will be based in Malvern, PA, USA or London, UK.

Core Responsibilities

• Supports day-to-day proxy voting operations and technology platforms in order to facilitate voting volumes and ensure compliance with internal and external deadlines.
• Implements and monitors long term technology and process solutions to advance the impact of Vanguard's corporate governance activities. Troubleshoots issues and maintains stability throughout the proxy voting process. Develops processes and suggests changes to enhance operational efficiency.
• Manages the production and creation of documentation in support of internal and external reporting on Vanguard's investment stewardship activities, including fund holdings, proxy voting, and engagement.
• Maintains investment stewardship dashboards and creates reports to provide visibility into operational effectiveness. Monitors controls on proxy voting and engagement activities and suggests improvements in line with the risk and control environment.
• Integrates new funds and securities into Vanguard's stewardship operations and technology platforms.
• Develops and administers communications with internal and external stakeholders and business partners to ensure issues are resolved in a timely manner.
• Be involved in key decisions on operational processes and as a sole contributor in the team.
• Mentors and provides feedback to less experienced crew members on Vanguard's Investment Stewardship operations and technology platforms.
• Participates in special projects and performs other duties as assigned.

What it takes

• Proven substantial work experience in financial services operations-related roles.
• Undergraduate degree or equivalent combination of training and experience.
• Project management skills.
• Experience in proxy voting, investment operations, audit, risk or compliance.
• Experience in managing multiple stakeholders with competing needs.
• Strong communication skills, both verbal and written.
• Strong organizational and time management skills.
• Ability to drive outcomes in a fast-paced environment and navigate ambiguous situations.
• Ability to adapt to changing situations and demands.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Hybrid work model.

About Vanguard

Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, "Don\'t look for the needle in the haystack. Just buy the haystack!". We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.

Statement

Vanguard's continued dedication to and is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.