Stewardship Analytics & Engagement Analyst

Wellington Management Company

Boston (MA)

Hybrid

USD 80,000 - 150,000

Full time

4 days ago
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Benefits offered by this job

Retirement plan
Health & wellbeing programs
Dental & vision coverage
Commuter program

Job summary

Wellington Management Company seeks a Stewardship Analyst to join the Stewardship & Sustainable Investment team within the COO Group. You will support engagement prioritization, proxy voting analysis, and governance research to drive long-term client value.

The role emphasizes collaboration, data-driven insights, and scalable stewardship processes across global markets. The position requires an undergraduate degree and 3–6 years in investment stewardship or related fields, with proficiency in

Qualifications

  • Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline.
  • Analytical abilities with ability to evaluate disclosures, governance, and market context.
  • Interest in corporate governance, stewardship, sustainability, and long-term investing.

Responsibilities

  • Support engagement priorities and inform proxy voting decisions.
  • Engage with company management and boards to inform stewardship priorities.
  • Analyze proxy ballots and provide voting recommendations aligned with guidelines.
  • Support voting operations and improve efficiency of workflows.
  • Maintain stewardship records and contribute to reporting and RFI/RFP responses.

Skills

Analytical skills
Research judgment
Stewardship orientation
Communication & collaboration
Excel
PowerPoint
Power BI
Python

Education

Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline

Tools

Excel
PowerPoint
Power BI
Python

Job description

Wellington Management Company seeks a Stewardship Analyst to join the Stewardship & Sustainable Investment team within the COO Group. You will support engagement prioritization, proxy voting analysis, and governance research to drive long-term client value.

The role emphasizes collaboration, data-driven insights, and scalable stewardship processes across global markets. The position requires an undergraduate degree and 3–6 years in investment stewardship or related fields, with proficiency in

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