Stewardship Analyst

wellington; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Wellington Management is seeking a Stewardship Analyst to join the Stewardship & Sustainable Investment team within the COO Group. You will support engagements with issuers, inform proxy voting decisions, and advance governance research to deliver long‑term client value.

The role emphasizes collaboration across investment professionals and stewardship colleagues, contributing to engagement prioritization, data reporting, and scalable stewardship workflows while leveraging AI-enabled tools where

Qualifications

• Analytical skills to evaluate disclosures, governance, proxy materials, and sustainability reporting.
• Stewardship and investment orientation with long‑term investing focus.
• Superior communication and collaboration skills to work across teams.
• Process discipline and continuous improvement mindset during peak proxy season.

Responsibilities

• Engage with company management and boards to drive stewardship priorities and inform proxy voting.
• Analyze proxy items across markets and provide voting recommendations aligned with guidelines.
• Maintain stewardship records, support reporting and data quality, and scale processes with analytics tools.

Skills

Analytical skills

Stewardship focus

Communication

Process discipline

Education

Undergraduate degree in Finance, Economics, Business, Law

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

About the Role

Wellington's Stewardship & Sustainable Investment team plays a key role in bringing together our sustainable investment capabilities and the firm's stewardship activities, helping to enhance long‑term value for our clients. We are seeking a Stewardship Analyst to join this collaborative team, which sits within the COO Group on our Investment Platform, as we seek to scale our capabilities across engagement, proxy voting and stewardship operations .

This role will support Wellington's stewardship activities by partnering with investment professionals to execute company engagements, inform proxy voting decisions, and advance research on governance and other financially material sustainability issues. The successful candidate will be highly collaborative and establish credibility across multiple teams to contribute to engagement prioritization, proxy analysis, stewardship reporting, and the scaling of stewardship processes to deliver strong long‑term outcomes for clients.

Responsibilities

Company Engagement

• Support the Stewardship Lead in the development and execution of thematic and issuer‑specific engagement priorities.
• Participate in and lead, where appropriate , engagements with company management and board directors in support of stewardship priorities and to inform proxy voting decisions .
• Identify and communicate key insights, company responsiveness, and engagement outcomes.
• Contribute to issuer‑specific research, stewardship case studies and internal knowledge sharing that support the broader investment dialogue.

Proxy Voting

• Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellington's Proxy Voting Guidelines.
• Incorporate company engagement history, investment research, governance practices, and market context into voting analysis , feeding back into development of voting guidelines
• Support proxy voting operations, especially during peak proxy season, while helping improve the efficiency and quality of voting workflows.
• Monitor regulatory developments and evolving governance practices across global markets.

Stewardship Operations

• Maintain accurate engagement records and stewardship data to support reporting, measurement, and transparency.
• Leverage data analytics and AI‑enabled research tools, where appropriate , to improve the efficiency and quality of proxy voting analysis, engagement capture, and reporting.
• Assist with embedding stewardship and sustainable investment capabilities in investor workflows
• Support stewardship reporting and responses to stewardship‑related RFI/RFPs through close collaboration with teams on the infrastructure and client platforms.

Essential Skills

• Analytical acumen and research judgment - The ideal candidate will demonstrate strong analytical skills and the ability to evaluate company disclosures, governance practices, proxy materials, sustainability reporting, and market context to form thoughtful, evidence‑based recommendations. Comfort working with qualitative and quantitative information and identifying the most decision‑useful insights will be essential.
• Stewardship and investment orientation - Successful candidates will bring a strong interest in corporate governance, stewardship, sustainability, and long‑term investing. The ability to connect stewardship activities to investment relevance, client outcomes, and financially material issues will be important, along with sound judgment in assessing company practices and engagement opportunities.
• Superior communication and collaboration skills - This role requires the ability to communicate complex topics clearly and concisely, both verbally and in writing. The Stewardship Analyst will partner closely with investment professionals, stewardship colleagues, and teams across the Investment and Client Platforms, so strong relationship‑building skills, humility, and a collaborative orientation are essential.
• Process discipline and continuous improvement mindset - The successful candidate will be highly organized, detail‑oriented, and able to manage multiple priorities, particularly during peak proxy season . A proactive approach to improving workflows, maintaining high‑quality stewardship data, and adopting AI‑enabled tools or other technology to enhance research, reporting, and engagement tracking will be highly valued.

Qualifications

Undergraduate degree in Finance, Economics, Business, Law, Su