Investment Stewardship Specialist

1 week ago


Charlotte, North Carolina, United States Dimensional Fund Advisors Full time

Job Title: Analyst, Investment Stewardship

Job Summary:

Dimensional Fund Advisors is seeking a highly motivated and detail-oriented Analyst, Investment Stewardship to join our Portfolio Management Group. The successful candidate will assist with the operational workflows involved in proxy voting, portfolio company engagement, and related reporting.

Key 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.
  • Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
  • Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures.

Requirements:

  • 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.
  • Relevant experience in investment stewardship, portfolio company analysis, and proxy voting mechanics.

About Dimensional:

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.



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