Analyst, Investment Stewardship

6 months ago

Charlotte, United States Dimensional Fund Advisors Full time

Job Description:

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. 

Required Qualifications:

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 skillsRelevant 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.

  • Investment Stewardship Specialist

    1 month ago

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

    Job Title: Analyst, Investment StewardshipJob 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...

  • Investment Analyst

    2 weeks ago

    charlotte, United States CreativeCo Full time

    CreativeCo, based in Charlotte NC, is a growth platform for early stage B2B software companies, providing equity capital and operational acceleration capabilities to fast growing and highly capital efficient founders. Since its formation in 2020, CreativeCo has invested in over 40 companies across the US and is now investing from its third early growth...

  • Investment Analyst

    2 weeks ago

    Charlotte, United States CreativeCo Full time

    CreativeCo, based in Charlotte NC, is a growth platform for early stage B2B software companies, providing equity capital and operational acceleration capabilities to fast growing and highly capital efficient founders. Since its formation in 2020, CreativeCo has invested in over 40 companies across the US and is now investing from its third early growth...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Investment Banking Associate

    4 weeks ago

    Charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Investment Banking Associate

    4 weeks ago

    charlotte, United States M&A Advisory Firm Full time

    CompanyA New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  Experience2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management...

  • Data Analyst

    3 weeks ago

    charlotte, United States Social Capital Resources Full time

    Data Analyst $110k base + bonus Hybrid Role in Charlotte NC Our client, a leading investment manager that has been around for more than 50 years, is seeking a Data Analyst to join their enterprise data management team in their Charlotte headquarters. This team ensures securities information is ingested, maintained, and distributed correctly throughout the...

  • Data Analyst

    3 weeks ago

    Charlotte, United States Social Capital Resources Full time

    Data Analyst $110k base + bonus Hybrid Role in Charlotte NC Our client, a leading investment manager that has been around for more than 50 years, is seeking a Data Analyst to join their enterprise data management team in their Charlotte headquarters. This team ensures securities information is ingested, maintained, and distributed correctly throughout the...

  • Performance Analyst

    6 months ago

    Charlotte, United States BCI - Brokerage Consultants Inc Full time

    Performance Analyst | Charlotte (Hybrid) | $70-125k (depending on exp/designations) + 10-30% bonus Established investment manager seeks Analyst to join Performance/Analytics Team responsible for GIPS compliance and support of analytics requests, quarterly marketing content creation, and regulatory reporting. Ideal candidate will bring performance measurement...

  • Private Credit Analyst/Associate

    2 weeks ago

    Charlotte, United States Selby Jennings Full time

    A leading private investment firm with over $30B AUM is looking to add a Private Credit Analyst or Associate to the team in Charlotte, NC. This individual will invest across direct lending and special opportunities strategies and will be responsible for evaluating new investment opportunities, structuring and executing private investments, and managing new...

  • Private Credit Analyst/Associate

    1 week ago

    Charlotte, United States Selby Jennings Full time

    A leading private investment firm with over $30B AUM is looking to add a Private Credit Analyst or Associate to the team in Charlotte, NC. This individual will invest across direct lending and special opportunities strategies and will be responsible for evaluating new investment opportunities, structuring and executing private investments, and managing new...

  • Fixed Income Product Analyst

    1 month ago

    charlotte, United States Social Capital Resources Full time

    Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst. Job Description:We are seeking a detail-oriented Product Analyst to join our team. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and strategy, having strong skills...

  • Fixed Income Product Analyst

    2 months ago

    Charlotte, United States Social Capital Resources Full time

    Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst. Job Description:We are seeking a detail-oriented Product Analyst to join our team. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and strategy, having strong skills...

  • Fixed Income Product Analyst

    2 months ago

    charlotte, United States Social Capital Resources Full time

    Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst. Job Description:We are seeking a detail-oriented Product Analyst to join our team. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and strategy, having strong skills...

  • Fixed Income Product Analyst

    2 months ago

    Charlotte, United States Social Capital Resources Full time

    Top-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst. Job Description:We are seeking a detail-oriented Product Analyst to join our team. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and strategy, having strong skills...

  • Financial Analyst

    1 month ago

    charlotte, United States Mitchell Martin Inc. Full time

    Our client, is an multinational investment bank and financial services holding company, is seeking a Financial AnalystFinancial Analyst in Charlotte, NC - Hybrid - W2 only - NO C2CTop skills needed:Strong SQL – at least 5 years of experienceVBA coding experienceMust have Basel RWA calculations for the banking book experience – min. 1 year- should be in...

  • Financial Analyst

    2 months ago

    Charlotte, United States Mitchell Martin Inc. Full time

    Our client, is an multinational investment bank and financial services holding company, is seeking a Financial AnalystFinancial Analyst in Charlotte, NC - Hybrid - W2 only - NO C2CTop skills needed:Strong SQL – at least 5 years of experienceVBA coding experienceMust have Basel RWA calculations for the banking book experience – min. 1 year- should be in...

  • Eagle Business Analyst

    2 weeks ago

    Charlotte, United States Wise Skulls Full time

    Business Analysts with in-depth experience in Investment Banking with Eagle Investment Accounting Product Knowledge. Investment Management Business areas supported include Corporate Actions, Trade Operations, Portfolio Accounting, Pricing, Collateral Management, and Derivatives Trade workflow. Business and Operational knowledge of Equities, Futures,...

  • Eagle Business Analyst

    2 weeks ago

    charlotte, United States Wise Skulls Full time

    Business Analysts with in-depth experience in Investment Banking with Eagle Investment Accounting Product Knowledge. Investment Management Business areas supported include Corporate Actions, Trade Operations, Portfolio Accounting, Pricing, Collateral Management, and Derivatives Trade workflow. Business and Operational knowledge of Equities, Futures,...

  • Eagle Business Analyst

    2 weeks ago

    Charlotte, United States Wise Skulls Full time

    Business Analysts with in-depth experience in Investment Banking with Eagle Investment Accounting Product Knowledge. Investment Management Business areas supported include Corporate Actions, Trade Operations, Portfolio Accounting, Pricing, Collateral Management, and Derivatives Trade workflow. Business and Operational knowledge of Equities, Futures,...