Stewardship Associate: Governance, Engagement & Proxy Voting

Wellington Management Co; Boston (MA); In loco; USD 80.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts and commute

Employee assistance program

Life and disability insurance

Adoption assistance

Backup childcare

CFA / tuition reimbursement

Paid time off

Descrizione del lavoro

Wellington Management Co. is seeking a Stewardship Associate to join the Stewardship & Sustainable Investment team within the COO Group, focusing on engagement, proxy voting, and stewardship operations.

The role collaborates with investment professionals to execute engagements, inform voting decisions, and advance governance research with a long-term client focus. Ideal candidates have 3–6 years in investment stewardship, strong analytical abilities, and proficiency with Excel, Power BI, and

Competenze

• 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.

Mansioni

• Support the Stewardship Lead in developing and executing engagement priorities and conduct issuer engagements.
• Analyze proxy ballots and provide voting recommendations aligned with guidelines.
• Maintain accurate engagement records and stewardship data to support reporting and transparency.
• Leverage data analytics and AI-enabled tools to improve research, reporting, and engagement workflows.

Conoscenze

Analytical skills

Stewardship orientation

Communication skills

Collaboration

Process discipline

Formazione

Bachelor’s degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or related

Strumenti

Power BI

Excel

Python

Descrizione del lavoro

Wellington Management Co. is seeking a Stewardship Associate to join the Stewardship & Sustainable Investment team within the COO Group, focusing on engagement, proxy voting, and stewardship operations.

The role collaborates with investment professionals to execute engagements, inform voting decisions, and advance governance research with a long-term client focus. Ideal candidates have 3–6 years in investment stewardship, strong analytical abilities, and proficiency with Excel, Power BI, and