Senior Investment Stewardship Analyst

Colorado Public Employees' Retirement Association in; Denver (CO); Hybrid; USD 130,000 - 155,000; Full time

Job summary

Colorado Public Employees' Retirement Association (PERA) seeks a Senior Investment Stewardship Analyst to lead proxy voting, governance research, and stewardship initiatives. You will collaborate across asset classes, prepare policy updates, and engage with portfolio companies and external partners to influence corporate governance outcomes.

The role requires a bachelor’s degree in a related field and ~5 years in investment stewardship, with strong analytical, communication, and AI-enabled

Qualifications

• Bachelor's degree in related field; five years of investment stewardship experience; or equivalent combination of education and experience.
• Proven track record of implementing custom proxy voting policies, reporting outcomes, and recommending enhancements.
• Broad knowledge of investment instruments, processes, data, and cross-functional collaboration.
• Ability to manage time, commitments, and multiple priorities in a fast-paced environment.
• Customer service orientation with excellent verbal and written communication skills.
• Advanced proficiency in spreadsheet, word processing, presentation software, proxy voting and ESG data platforms.
• Experience leveraging AI tools to enhance productivity and efficiency.

Responsibilities

• Develop and implement PERA's investment stewardship initiatives and communications.
• Manage PERA's proxy voting program and analyze complex voting decisions.
• Monitor ballots and vote instructions daily; escalate issues as needed.
• Produce reports and summaries of voting activity and governance trends.
• Maintain policy documents and recommend procedural/tech enhancements.
• Maintain records of proposals, votes, research, and engagement activities.
• Evaluate stewardship vendors and platforms for cost-effective processes.
• Provide guidance and training to staff; offer coaching as needed.
• Engage with portfolio companies and investment management partners.
• Conduct stewardship research on legislative and regulatory developments.

Skills

Broad knowledge of investments

Cross-functional collaboration

Time management

Verbal and written communications

AI tools for productivity

Analytical thinking

Interpersonal skills

Education

Bachelor's degree in related field

Tools

ESG data platforms

Proxy voting platforms

Job description

Senior Investment Stewardship Analyst (Finance)

Summary of Job Responsibilities

The Sr. Investment Stewardship Analyst upholds PERA's fiduciary duty and approach to long-term financial sustainability through the development and implementation of stewardship initiatives and communications. This position is responsible for managing PERA's proxy voting activities, providing research and analysis on material stewardship topics across asset classes, and evaluating potential impacts of stewardship-related developments on PERA's portfolio. The Analyst serves as a thought leader in corporate governance matters, and makes recommendations for policy and process enhancements that contribute to organizational, departmental, and divisional objectives.

Essential Duties and Responsibilities

Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

Contributes to the development and implementation of PERA's investment stewardship initiatives and communications as the corporate governance and proxy voting expert

Manages PERA's proxy voting program, applying expertise and applicable analysis to complex voting decisions and execution in alignment with PERA's Proxy Voting Policy

Monitors ballots and vote instructions daily, escalating issues appropriately to prevent and resolve problems in a timely manner

Produces reports, analysis, and summaries of voting activity, stewardship outcomes, and governance trends

Develops and maintains policy and process documents, and recommends efficient procedural and technology enhancements based on market developments, regulatory changes, industry best practices, and PERA's investment stewardship philosophy

Maintains accurate and thorough records of proposals, votes, research, policy updates, advocacy, and engagement activities

Evaluates performance of stewardship vendors and licensed platforms, making recommendations as needed to enhance cost-effective processes

Provides direction and training to other staff as applicable; provides coaching and feedback as necessary

Contributes to internal research across asset classes by providing requested resources, analysis, and commentary on proxy matters and other applicable material considerations

Assists in engagements with portfolio companies and investment management partners, as appropriate

Conducts stewardship research independently and provides analysis and commentary on legislative, regulatory, and investor-led developments in global markets, interpreting potential impacts to PERA

Advocates for PERA's position on relevant matters through compelling written and oral communications with legislative and regulatory bodies, oversight boards, and organizational alliances

Builds and maintains constructive internal and external stakeholder relationships

Prepares and presents reporting and educational materials for stakeholders, including the PERA Board of Trustees

Participates in conferences and industry discussions representing PERA's investment stewardship, as appropriate

Provides additional stewardship support to PERA's senior leadership through the contribution of subject matter and industry network expertise, as needed

Maintains regular and prompt attendance in the workplace

Performs other duties as assigned

Job Qualifications

Bachelor's degree in related field; five years of investment stewardship experience; or equivalent combination of education and experience

Proven track record of successfully implementing custom proxy voting policies, reporting on outcomes, and making appropriate recommendations for enhancements

Broad knowledge of investment instruments, processes, data, and experience collaborating cross-functionally

Demonstrated ability to effectively manage time, commitments, and multiple priorities in a complex and fast-paced environment

Customer service orientation with excellent verbal and written communication skills

Advanced proficiency in spreadsheet, word processing, presentation software, proxy voting and ESG data platforms

Experience leveraging AI tools to enhance productivity and efficiency, proactively identifying opportunities to apply emerging technologies that improve workflows and outcomes

Strong sense of accountability and ownership with the ability to apply discretionary judgement to meet objectives with minimal supervision

Strong analytic aptitude in both qualitative reasoning and mathematical capacities, with exceptional attention to detail

Outstanding interpersonal characteristics, reputation, and team orientation

Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.

Occasional moving and positioning supplies in excess of 20 pounds

All employees are expected to present themselves in a professional manner in alignment with the financial services industry

Ability to sit for prolonged periods of time

Ability to operate standard PC equipment

Ability to manage frequent deadlines and tight schedules

Infrequent travel, as assigned

Hybrid Work Option

Opportunity to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

Job Description Disclaimer

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.

Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.

All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team.

Why Work at PERA

Colorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger.

A Culture That Cares

At PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around them

An Employer that Invests in You

PERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow.

Position Title

Senior Investment Stewardship Analyst

Division: Investment Stewardship

Reports to: Director of Investment Stewardship

Job Status: Full-time, Exempt

Salary: $130,000.00 to $155,000.00 Annual, Commensurate with experience

Posting Dates: 09/11/2026 to 09/27/2026

Salary Minimum: 130000 Salary Maximum: 155000