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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 in scaling engagement, proxy voting, and stewardship operations, partnering with investment professionals to execute engagements, inform proxy voting, and advance research on sustainability issues.
Responsibilities
- Support the Stewardship Lead in developing and executing engagement priorities.
- Participate in and lead engagements with company management and board directors.
- Identify and communicate key insights, company responsiveness, and engagement outcomes.
- Contribute to issuer-specific research and internal knowledge sharing.
- Analyze proxy ballot items and formulate voting recommendations.
- Incorporate engagement history, investment research, and governance practices into voting analysis.
- Support proxy voting operations and improve workflow efficiency.
- Monitor regulatory developments and evolving governance practices.
- Maintain accurate engagement records and stewardship data.
- Leverage data analytics and AI-enabled research tools to improve efficiency and quality.
- Assist with embedding stewardship and sustainable investment capabilities in investor workflows.
- Support stewardship reporting and responses to RFIs/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.
Skills
- Analytical acumen and research judgment
- Ability to evaluate company disclosures, governance practices, proxy materials, sustainability reporting, and market context
- Comfort working with qualitative and quantitative information
- Identifying decision-useful insights
- Stewardship and investment orientation
- Interest in corporate governance, stewardship, sustainability, and long-term investing
- Ability to connect stewardship activities to investment relevance, client outcomes, and financially material issues
- Sound judgment in assessing company practices and engagement opportunities
- Superior communication and collaboration skills
- Ability to communicate complex topics clearly and concisely, both verbally and in writing
- Strong relationship-building skills, humility, and a collaborative orientation
- Process discipline and continuous improvement mindset
- Highly organized, detail-oriented
- Able to manage multiple priorities
- Proactive approach to improving workflows
- Maintaining high-quality stewardship data
- Adopting AI-enabled tools or other technology
Location
- London
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.
- Their investment solutions cater to institutional clients in over 50 countries.
- The firm utilizes proprietary research and fosters a collaborative culture.
- As a private partnership, their ownership structure promotes a long-term perspective aligned with client interests.
Equal Opportunity
- Wellington Management considers all qualified applicants will receive 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.
- Accommodation is available for candidates with disabilities upon request.