Senior Associate, Investment Stewardship

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading company in the financial sector is seeking a Senior Associate in Investment Stewardship to manage global proxy voting operations. The role involves collaborating across departments to enhance operational efficiency, produce comprehensive reporting, and engage in investment stewardship practices. Ideal candidates will have at least 2 years of experience in a corporate setting, strong analytical skills in SQL and Excel, and experience with proxy voting operations.

Benefits

Comprehensive benefits

Educational initiatives

Qualifications

• 2+ years in a corporate team environment, ideally in financial services.
• Ability to produce high-quality reports for multiple stakeholders.

Responsibilities

• Identify opportunities for efficiency and implement improvements.
• Ensure accurate documentation and training on processes.
• Execute operational proxy voting tasks accurately and timely.

Skills

Analytical Skills

SQL

Excel

Tools

Python

Microsoft VBA

Job description

Senior Associate, Investment Stewardship

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Senior Associate, Investment Stewardship

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The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional’s investment philosophy. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients.

Within Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, research governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. The team works closely with several stakeholders to ensure best practices are maintained and our clients’ objectives are met.

Dimensional is seeking an individual with strong data management and technical skills to oversee our global proxy voting operations and reporting functions. The role will report to the Investment Stewardship Operations Manager.

Responsibilities:

• Identify opportunities for improved operational efficiency and work with relevant stakeholders to develop required tools and implement revised processes.
• Ensure appropriate documentation and training on tools and processes.
• Execute operational proxy voting tasks in line with established procedures to ensure votes are being cast in an accurate and timely manner.
• Provide accurate and complete data for internal reports, public reporting, regulatory filings, RFPs, and client questionnaires.

Required Qualifications:

• 2+ years of experience working in a team environment in a corporate setting, ideally within the financial services industry
• Strong analytical skills, including SQL and Excel
• Demonstrated ability to produce high-quality reports for internal and external distribution
• Demonstrated ability to work with a variety of stakeholders, including technology teams

Desired Qualifications:

• Experience with proxy voting operations
• Python or other programming languages
• Microsoft VBA experience

#LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research

• Industries

  Financial Services and Investment Management

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