ESG Stewardship Analyst

Capital Group; Los Angeles (CA); On-site; USD 90,440 - 144,704; Full time

Benefits offered by this job

Generous time away

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group in Southern California is seeking a Stewardship Analyst to conduct proxy research and advise on governance, environmental, and social topics. You will participate in developing governance insights and engage with portfolio companies to align with our ESG framework.

You will partner with Investment Analysts, Portfolio Managers, and the ESG team to publish high-quality governance research and drive collaborative improvements across our stewardship initiatives.

Responsibilities

• Prepare company and sector-level research and apply proxy voting guidelines with sound judgment.
• Analyze proxy voting ballot items with detail orientation to ensure timely, accurate decisions.
• Elevate voting issues for Investment Group review and suggest resolutions when needed.
• Collaborate with Investment Analysts, Portfolio Managers, and ESG team members to conduct governance research.

Job description

\"I can be myself at work.\"

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

\"I can influence my income.\"

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

\"I can lead a full life.\"

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

\"I can succeed as a Stewardship Analyst at Capital Group.\"

For nearly 90 years, our mission has been to improve people's lives through successful investing. We believe integrating ESG into our investment process can generate better long-term outcomes for our clients. ESG is systematically integrated into our investment process and is grounded in three key components: our proprietary ESG investment frameworks, monitoring process, and engagement and proxy voting. We believe this approach enhances our proven investment process, The Capital System, and can help us deliver better long-term results.

The Stewardship Analyst, as a member of the Global Stewardship and Engagement (GSE) team (a subset of the ESG team), is responsible for conducting proxy research that culminates in proxy voting recommendations to the Investment Group, engaging with portfolio companies on stewardship priorities and proxy voting operational responsibilities.

In addition, the Stewardship Analyst will produce and publish high-quality, investment-relevant governance research throughout the year, independent of proxy-focused work. The analyst partners with and provides guidance to Investment Analysts, Portfolio Managers, and ESG team members to conduct sector- and industry-specific research on governance best practices and standards. The analyst in this role demonstrates strong working knowledge of Capital Group's proxy voting guidelines and works under direction only as needed.

The individual displays a comprehensive understanding of the proxy voting and engagement cycle and may represent Capital Group at industry events to share insights, best practices, and process enhancements with the Stewardship team.

Your Capabilities:

Proxy Voting and engagement

• You prepare company and sector-level research and apply proxy voting guidelines with appropriate judgment, using analysis to diagnose and resolve issues across governance, environmental, and social topics.
• You demonstrate detail orientation in analysis of proxy voting ballot items, ensuring voting decisions are transmitted to the market in a timely and accurate manner.
• You utilize effective decision quality when elevating proxy votes for Investment Group review and elevate potential voting issues for senior team member involvement, including recommendations for resolution.
• You demonstrate appropriate knowledge in the application of proxy voting guidelines, escalating relevant trends and making recommendations in a timely manner to senior members for guideline committee consideration.
• You build credibility with the investment group over time, providing value-added contributions to the proxy voting process.
• You demonstrate strong risk awareness by understanding voting operations risks, controls, and team policies and procedures; proactively identify enhancements and promptly elevate issues when needed.
• You actively build sector and company expertise by collaborating with senior Stewardship associates during issuer engagements, contributing informed perspectives and deepening your understanding through direct participation.

Research & Knowledge Sharing

• You partner with more senior team members in standalone research efforts based on internal requests in areas of familiarity.
• You participate in developing training materials around specific topics that increase the team's knowledge base.
• You consistently share articles and notes from webcasts and industry events with the team.
• You identify trends and incorporate competitive knowledge into key initiatives and recommendations, consistently sharing knowledge within the Stewardship Team.

Team Contributions

• You participate in projects with key stakeholders, demonstrating an understanding of team procedures and a risk awareness mindset.
• You thrive in a team environment, bringing positivity and collaboration to everything you do. You spot challenges early and work with others to find smart, effective solutions.

\"I am the person Capital Group is looking for.\"

• You are self-driven and intellectually curious, seeking to understand how and why things work - whether in the financial industry or in the connections between processes and technology
• You learn quickly and effectively apply knowledge of systems and research resources to your daily work
• You demonstrate a developing understanding of Stewardship functions, including Capital Group's Proxy Voting Guidelines, policies, procedures, and systems
• You communicate clearly and effectively - both in writing and verbally - with associates, senior business leaders, the Investment Group, and portfolio company management and directors
• You produce clear, accurate reports and maintain thorough records of engagement and voting activity in internal systems
• You stay current on emerging best practices and technological developments
• You take initiative to identify issues, recommend practical solutions, and drive continuous improvement
• You manage priorities effectively, meeting deadlines with strong attention to detail and quality
• You demonstrate self-awareness, actively seeking feedback and opportunities for professional growth
• You apply intellectual curiosity, analytical thinking, and sound judgment to resolve complex matters

\"I can learn more about Capital Group.\"

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Southern California Base Salary Range: $90,440-$144,704San Francisco Base Salary Range: $105,468-$168,749

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.