Proxy Analyst

IWP Capital; Fort Worth (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

IWP Capital in Fort Worth, TX is seeking a Proxy Analyst to join our full-time hybrid team. You will analyze corporate proxy statements, evaluate governance and social responsibility issues, and make voting recommendations aligned with Catholic values and client guidelines.

You'll review filings, research corporate practices, and prepare clear summaries and reports to support voting decisions. The role includes coordinating voting activities, maintaining records, and communicating outcomes to

Qualifications

• Bachelor's degree in finance, economics, political science, business, theology, or related field.
• Familiarity with governance, ESG or proxy advisory processes preferred.
• Strong research, data analysis, and reporting skills.
• Hybrid work and Fort Worth-based role; Catholic values alignment preferred.

Responsibilities

• Analyze corporate proxy statements and governance issues.
• Evaluate social responsibility practices and voting implications.
• Review company filings and conduct research on practices.
• Prepare summaries and reports to support proxy voting decisions.
• Coordinate proxy voting activities and maintain vote records.
• Assist with client communications regarding voting outcomes.
• Contribute to improving screening methodologies and FFV thought leadership.
• Collaborate with team to uphold integrity and impact of FFV services.

Skills

Research

Data analysis

Critical thinking

Written communication

Verbal communication

Organization

Time management

Attention to detail

Ethical reasoning

Values-based assessment

Education

Bachelor's degree in finance/economics/political science/business/theology

Job description

Company Description

IWP Capital is an investment firm dedicated to purposeful, Catholic values investing that seeks to avoid harm, drive positive change, and promote the common good. The organization aligns its work with the USCCB's Socially Responsible Investment Guidelines by engaging companies through dialogue with management, proxy voting, and participation in investment decisions. In addition to corporate engagement and thought leadership, IWP Capital provides "Faith and Family Values (FFV)" services, including socially responsible screening and proxy voting tailored to clients' values. Its clients include Catholic institutions, asset managers, and high net worth individuals who seek investment strategies consistent with their faith commitments. To learn more, interested individuals can visit IWP Capital's website.

Role Description

The Proxy Analyst is a full-time hybrid role based in Fort Worth, TX, with the option to work from home part of the time. This role is responsible for analyzing corporate proxy statements, evaluating governance and social responsibility issues, and making voting recommendations consistent with Catholic values and client guidelines. The Proxy Analyst will review company filings, conduct research on corporate practices, and prepare clear summaries and reports to support proxy voting decisions. Day-to-day responsibilities include coordinating proxy voting activities, maintaining accurate records of votes and rationales, and assisting with client communications regarding voting outcomes and engagement efforts. The role also contributes to improving screening methodologies, supporting thought leadership initiatives, and collaborating with team members to enhance the integrity and impact of IWP Capital's FFV services.

Qualifications

• Candidates should possess skills in research, data analysis, and critical thinking to review proxy materials and corporate disclosures.
• Candidates should possess skills in written and verbal communication to prepare reports, summaries, and client-ready explanations of voting decisions.
• Candidates should possess skills in organization, time management, and attention to detail to manage multiple proxy ballots and deadlines.
• Candidates should possess skills in ethical reasoning and values-based assessment to align proxy voting recommendations with Catholic social teaching and client guidelines.
• Relevant qualifications include a bachelor's degree in finance, economics, political science, business, theology, or a related field.
• Beneficial experience includes familiarity with corporate governance, ESG or socially responsible investing, securities regulations, or proxy advisory processes.
• Comfort working in a mission-driven environment, with openness to learning about Catholic social teaching and its application to investment decisions, is strongly preferred.
• Ability to work effectively in a hybrid setting, collaborating with colleagues in-office in Fort Worth, TX and remotely as needed.