Investment Stewardship Analyst, Specialist

Vanguard; Malvern (Chester County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vanguard is seeking a dedicated team member for the Investment Stewardship program in Malvern, PA. You will support proxy voting, governance analysis, and engagement processes for funds' holdings.

The role requires at least three years of related experience, strong analytical skills, and the ability to work both independently and with teams in a hybrid environment.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• Minimum of three years related work experience in investment or governance roles.
• Demonstrated ability to work in fast-paced, ambiguous environments.

Responsibilities

• Develop proxy voting recommendations in line with policy.
• Participate in team discussions on vote recommendations and governance.
• Analyze engagement requests from portfolio companies.
• Support engagements with research, prep materials, and notes.
• Assist with initiatives to improve outcomes and reduce risk.
• Conduct research to inform decisions and business needs.
• Apply VCMIS policies and governance knowledge while expanding expertise.
• Build and maintain relationships with partners and vendors; present ideas.
• Share knowledge with less experienced team members on policy applications.
• Contribute to special projects and other duties as assigned.

Skills

Financial analysis

Quantitative abilities

Verbal and written communication

Independent and collaborative

Time management

Education

Bachelor's degree in Business/Finance/Economics

Tools

MS Excel

PowerPoint

Job description

Vanguard Capital Management Investment Stewardship (VCMIS) 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.

The Vanguard Capital Management 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.”

Our team supports this mission by engaging with executive leadership teams and boards of directors of the companies in which the Vanguard-Capital Management advised funds invest, as well as voting at shareholder meetings to make sure that investors’ interests are always a priority.

Responsibilities

• Develops proxy voting recommendations in accordance with VCMIS policy including complex and/or ambiguous situations.
• Engages in team discussions around vote recommendations and corporate governance matters, offering candid, well-reasoned perspectives.
• Supports and manages incoming engagement requests from portfolio companies including thorough analysis of company agendas and relevant updates.
• Supports portfolio company engagements through research, analysis, development of prep materials, and accurate documentation of engagement notes.
• Supports departmental initiatives and identifies ideas to improve outcomes, increase operational efficiency, and reduce risk.
• Undertakes research to help inform decisions and recommendations and to support business needs.
• Demonstrates a strong understanding of VCMIS proxy voting policies, guidelines, stewardship philosophy, and relevant corporate governance matters, while continuing to develop expertise in assigned area
• Establishes and maintains strong working relationships with business partners and vendors. Proactively communicates with stakeholders and business partners, including presentation of ideas and recommendations.
• Shares knowledge and provides guidance to less experienced crew on policy applications, engagement preparation, and corporate governance topics.
• Participates in special projects and perform other duties as assigned.

Qualifications

• Business or investment experience.
• Demonstrated willingness to contribute to the overall success of the team and to Vanguard and its shareholders.
• Demonstrated ability to function in a fast paced, ambiguous environment, managing multiple priorities, deadlines, and diverse responsibilities.
• Excellent verbal and written communication
• Strong quantitative and analytical abilities.
• Ability to work both independently and collaboratively to achieve the best results.
• Demonstrated ability in using sound business judgement to identify risks and navigate ambiguous scenarios.
• Minimum of three years related work experience.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.