Investment Stewardship Analyst, Specialist

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

Job summary

Vanguard is seeking a skilled professional within its Capital Management Investment Stewardship team to develop proxy voting recommendations and engage with portfolio company governance. The role emphasizes independent and collaborative work, strong analytics, and clear communication to protect investors' interests.

The position supports multiple engagements, conducts in-depth analysis, and contributes to operational improvements.

Qualifications

• Business or investment experience.
• Demonstrated willingness to contribute to the overall success of the team and Vanguard shareholders.
• Ability to function in a fast paced, ambiguous environment with multiple priorities.
• Excellent verbal and written communication.
• Strong quantitative and analytical abilities.
• Ability to work both independently and collaboratively.
• Sound business judgement to identify risks in ambiguous scenarios.
• Minimum of three years related work experience.

Responsibilities

• Develop proxy voting recommendations in accordance with policy.
• Engage in discussions around vote recommendations and governance matters.
• Support and manage engagement requests from portfolio companies with analysis of agendas and updates.
• Support engagements through research, prep materials, and documentation of notes.
• Support departmental initiatives to improve outcomes and reduce risk.
• Undertake research to inform decisions and business needs.
• Demonstrate understanding of VCMIS policies and governance.
• Establish and maintain relationships with partners and vendors; communicate ideas and recommendations.
• Share knowledge with less experienced team members on policy applications and governance topics.
• Participate in special projects and other duties as assigned.

Skills

Verbal and written communication

Analytical skills

Quantitative reasoning

Independent work

Team collaboration

Decision making under uncertainty

Investment/financial experience

3+ years experience

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.

Special Factors - 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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.