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About the Role
Wellington's Stewardship & Sustainable Investment team enhances long-term client value by integrating sustainable investment capabilities and stewardship activities. This role supports the team's efforts to scale engagement, proxy voting, and stewardship operations, partnering with investment professionals to execute engagements, inform proxy voting, and research financially material sustainability issues.
Responsibilities
- Support the Stewardship Lead in developing and executing thematic and issuer-specific engagement priorities.
- Participate in and lead engagements with company management and board directors to support stewardship priorities and inform proxy voting.
- Identify and communicate key insights, company responsiveness, and engagement outcomes.
- Contribute to issuer-specific research, stewardship case studies, and internal knowledge sharing.
- 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.
- Support proxy voting operations, especially during peak proxy season, and improve the efficiency and quality of voting workflows.
- Monitor regulatory developments and evolving governance practices across global markets.
- Maintain accurate engagement records and stewardship data for reporting, measurement, and transparency.
- Leverage data analytics and AI-enabled research tools to improve 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.
Requirements
- 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.
- Ability to connect stewardship activities to investment relevance, client outcomes, and financially material issues.
- Sound judgment in assessing company practices and engagement opportunities.
- Ability to communicate complex topics clearly and concisely, both verbally and in writing.
- Strong relationship-building skills, humility, and a collaborative orientation.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Proactive approach to improving workflows, maintaining high-quality stewardship data, and adopting technology to enhance research, reporting, and engagement tracking.
Skills
- Analytical acumen
- Research judgment
- Qualitative and quantitative information analysis
- Identifying decision-useful insights
- Corporate governance interest
- Stewardship interest
- Sustainability interest
- Long-term investing interest
- Communication skills
- Collaboration skills
- Process discipline
- Continuous improvement mindset
- Microsoft Office (Excel, PowerPoint)
- Data tools (Power BI, Python, AI-enabled workflows)
Location
- Global
Work Type
- Hybrid (4 days in office, 1 day remote)
Experience Level
- 3-6 years
Education Level
- Undergraduate degree
About the Company
- Wellington Management offers comprehensive investment management capabilities across global capital markets.
- Investment solutions are tailored to institutional clients in over 60 countries.
- Capabilities draw on robust proprietary research and a collaborative culture.
- As a private partnership, the ownership structure fosters a long-term view aligned with client interests.
Equal Opportunity
- 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 GMWTalentOperations@wellington.com.