Senior Proxy Voting & Investment Stewardship Analyst

Colorado PERA; Denver (CO); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work option

Work-from-home eligibility

Job summary

Colorado PERA is seeking a Sr. Investment Stewardship Analyst to lead stewardship initiatives, manage proxy voting, and analyze governance trends across asset classes.

The role requires deep expertise in corporate governance, policy development, and stakeholder engagement. The analyst will develop and maintain documentation, engage with portfolio companies, and present insights to PERA leadership and the Board.

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.
• Strong time management with multiple priorities in a fast-paced environment.
• Customer service orientation with excellent verbal and written communication skills.
• Advanced proficiency in spreadsheets, word processing, presentations, proxy voting and ESG data platforms.
• Experience leveraging AI tools to enhance productivity and efficiency.
• Strong accountability and ownership with minimal supervision.
• Strong analytic aptitude with attention to detail.
• Outstanding interpersonal characteristics and team orientation.

Responsibilities

• Contributes to development and implementation of PERA’s investment stewardship initiatives and communications as the governance and proxy voting expert.
• Manages PERA’s proxy voting program and aligns decisions with Proxy Voting Policy.
• Monitors ballots and vote instructions daily, escalating issues to resolve problems promptly.
• Produces reports and summaries of voting activity and governance trends.
• Maintains records of proposals, votes, research, policy updates, advocacy, and engagement activities.
• Evaluates performance of stewardship vendors and platforms for cost-efficient processes.
• Provides training and coaching to staff as needed.
• Supports internal research across asset classes with resources and commentary on proxy matters.

Skills

Investment stewardship

Proxy voting

Policy development

Stakeholder management

ESG data platforms

AI tools usage

Education

Bachelor's degree in related field

Five years of investment stewardship experience

Tools

Spreadsheet software

Word processing

Presentation software

Proxy voting platforms

ESG data platforms

Job description

Colorado PERA is seeking a Sr. Investment Stewardship Analyst to lead stewardship initiatives, manage proxy voting, and analyze governance trends across asset classes.

The role requires deep expertise in corporate governance, policy development, and stakeholder engagement. The analyst will develop and maintain documentation, engage with portfolio companies, and present insights to PERA leadership and the Board.