Lead Corporate Governance Analyst

T. Rowe Price; Greater London; On-site; GBP 80,000 - 110,000; Full time

Job summary

The Lead Corporate Governance Analyst at T. Rowe Price, within the Corporate Governance group of the Equity division, collaborates with the Responsible Investment team to drive governance research and proxy-voting recommendations for portfolio managers.

The role supports external ESG communications and data for the Global Stewardship Report while coordinating with Legal & Compliance on activism and regulation.

Qualifications

• 5+ years experience in governance, voting, investments or equivalent fields.
• Effective communication skills, especially written.
• Up-to-date knowledge of significant corporate governance issues and regulations.
• Able to travel as needed for the role.
• Responsive to the needs of our global research team, responding to requests within a reasonable time frame.
• College degree or equivalent professional experience required. Advanced degree and/or MBA or CFA designation desired.
• Working knowledge of the investment industry.
• Interpersonal skills necessary to interact effectively with analysts and portfolio managers.
• Ability to work on multiple projects at once while adhering to process and deadlines.
• Well organized. Strong attention to detail.

Responsibilities

• Serve as a corporate governance specialist for assigned coverage and lead proxy voting matters.
• Review upcoming proxy votes and company situations and identify those needing recommendations.
• Identify and maintain records on significant votes.
• Analyze data on voting patterns and governance data for insights and reports.
• Cultivate relationships with investment teams and provide governance research for initiations and engagements.
• Participate in engagement meetings with companies and coordinate with RI analysts.

Skills

Governance & voting

Effective communication

Interpersonal skills

Travel flexibility

Multitasking & time management

Education

Bachelor's degree or equivalent

MBA or CFA desirable

Job description

KM4

PRIMARY PURPOSE OF THE POSITION

The Lead Corporate Governance Analyst is a member of the Corporate Governance group within the Equity division. The Lead CG Analyst works closely with the heads of corporate governance and the Responsible Investment (RI) team. The primary responsibilities of this position include serving as a governance and engagement specialist for companies and markets in their coverage; developing recommendations for Portfolio Managers on proxy-voting decisions; representing the firm on ESG topics at the industry level; contributing to our external ESG communication initiatives; providing data and written content for our annual Global Stewardship Report; serving as a point of contact for RFP requests; and assisting with other related projects as needed.

PRINCIPAL RESPONSIBILITIES

The primary responsibilities of the position would be:

• Serve as a corporate governance specialist for their assigned coverage. Develop specialized expertise for the purpose of assisting analysts and portfolio managers with governance-related research. Take the lead on proxy voting matters and routine engagement with issuers
• In partnership with heads of corporate governance, review upcoming proxy votes and company situations on an ongoing basis and identify those needing recommendations or further analysis.
• Identify and maintain records on “significant” votes
• Analyze data on voting patterns, governance and compensation data for purposes of gaining insight, generating ideas for topical reports, answering client questions, and evaluating the effects of changes to our voting policies.
• Cultivate relationships with investment teams. Offer proactive assistance in providing governance research for new initiations, IPOs, portfolio analysis and engagements.
• Participate in engagement meetings with companies. Communicate and coordinate with RI analysts to ensure consistent messaging on sustainability and governance topics.
• Assist with governance-related projects such as identifying new vendors or engaging with vendors to improve services.
• Maintain records and publish notes promptly from these meetings into RMS platform.
• Build relationships with Legal & Compliance and develop expertise of relevant subject areas such as shareholder activism and regulation.
• Selectively participate in thought-leadership initiatives such as industry panels, white papers, and academic conferences.
• Contribute to external reporting projects: RFPs, PRI Assessment, stewardship code statements, TRP board reports and the like.

QUALIFICATIONS

• 5+ years experience in governance, voting, investments or equivalent fields.
• Effective communication skills, especially written.
• Up-to-date knowledge of significant corporate governance issues and regulations.
• Able to travel as needed for the role.
• Responsive to the needs of our global research team, responding to requests within a reasonable time frame.
• College degree or equivalent professional experience required. Advanced degree and/or MBA or CFA designation desired.
• Working knowledge of the investment industry.
• Interpersonal skills necessary to interact effectively with analysts and portfolio managers.
• Ability to work on multiple projects at once while adhering to process and deadlines.
• Well organized. Strong attention to detail.

Work Flexibility

This position is eligible to work from home one day per week.