Analyst, Investment Stewardship
4 weeks ago
- Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional's investment philosophy. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients.
Within Portfolio Management, the Investment Stewardship group implements Proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional's approach to investment stewardship to internal and external audiences. The team works closely with a number of stakeholders to ensure best practices are maintained and our clients' objectives are met.
The Analyst, Investment Stewardship's, primary responsibility is to assist with the operational workflows involved in Proxy voting, portfolio company engagement, and related reporting.
Responsibilities- Execute Proxy voting tasks in line with established procedures to ensure votes are being cast in an accurate and timely manner.
- Assist the team in screening, preparing, and tracking portfolio company engagements.
- Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
- Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
- A bachelor's degree
- Strong writing and analytical skills.
- Strong public speaking skills
- Demonstrated ability to produce high-quality reports for internal and external distribution.
- Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.
- Experience identifying and implementing process improvements to improve the efficiency and reliability of procedures and operations, including through automation and systemization.
- Experience with SQL and strong Excel skills Relevant experience in investment stewardship, portfolio company analysis, and Proxy voting mechanics.
- Experience in mutual fund or investment management industry.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
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