Stewardship Analyst

Wellington Management; Massachusetts; Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management is seeking a Stewardship Analyst to join the Stewardship & Sustainable Investment team within the COO Group. The role supports engagement, proxy voting, and stewardship operations across global markets.

You will help develop engagement priorities, analyze governance practices, and contribute to issuer research. The position emphasizes data quality, collaboration with investment teams, and leveraging AI-enabled tools to enhance reporting.

Qualifications

• Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline.
• Approximately 3–6 years of relevant experience in investment stewardship, governance, or related research roles.
• Proficiency in Microsoft Office; Excel and PowerPoint are emphasized. Familiarity with Power BI, Python, or AI-enabled workflows is a plus.
• Exceptional early-career candidates with strong analytical ability and writing skills will be considered.

Responsibilities

• Support the Stewardship Lead in developing and executing engagement priorities.
• Engage with company management and boards to inform proxy voting decisions.
• Analyze proxy items and provide voting recommendations aligned with guidelines.
• Maintain stewardship data, assist with reporting, and support stakeholder workflows.

Skills

Analytical ability

Written communication

Collaboration

Education

Bachelor's degree in Finance or related field

Tools

Excel

PowerPoint

Power BI

Python

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.

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, Sustainability, Political Science, Data Analytics, or a related discipline.
• Approximately 3–6 years of relevant experience in investment stewardship, corporate governance, investment research, responsible investing, sustainability, consulting, investor relations, or another research-oriented role.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint. Familiarity with data tools such as Power BI, Python, or other AI-enabled workflows is a plus.
• Exceptional early-career candidates with outstanding analytical ability, writing skills, and demonstrated interest in corporate governance and investing will also be considered.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.