Investment Stewardship Professional

2 weeks ago


New York, New York, United States Veracity Solutions Full time

**Job Title:** Investment Stewardship Professional

We are seeking a highly skilled Investment Stewardship Professional to join our team at Veracity Solutions. This is an exciting opportunity for a motivated individual to contribute to the success of our organization.

The successful candidate will be responsible for voting and engagement in relation to a universe of companies, in collaboration with active investors. They will provide support on portfolio company analysis, engagement preparation and follow up, and reviewing and assessing corporate governance in advance of voting.

**Key Responsibilities**

  1. Analysis of Company Performance: Demonstrating expertise in analyzing company performance, corporate governance and material sustainability-related practices.
  2. Engagement Meetings: Preparing for, participating in, and documenting engagement meetings with portfolio companies, often alongside active investors.
  3. Data Gathering and Reporting: Supporting data gathering, benchmarking and reporting to support voting decisions and policy positions.
  4. Prioritization and Resolution: Prioritizing, analyzing, and resolving complex issues under time pressure while maintaining consistent attention to detail.

**Requirements**

  • Education**: An undergraduate degree in finance, economics, accounting, political science, history, sustainability or other relevant field.
  • Experience**: Minimum of 4-6 years of experience in a financial services focused role, ideally with a demonstrated strong understanding of financial statements and corporate finance.
  • Skills**: Strong verbal and written communication skills, including the ability to synthesize complex information and convey it in a clear and concise manner to senior-level audiences.

Estimated Salary: $120,000 - $150,000 per year



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