Stewardship Associate

What you'd do

• Support the Stewardship Lead in the development and execution of thematic and issuer-specific engagement priorities.
• Participate in and lead, where appropriate, engagements with company management and board directors in support of stewardship priorities and to inform proxy voting decisions.
• Identify and communicate key insights, company responsiveness, and engagement outcomes.
• Contribute to issuer-specific research, stewardship case studies and internal knowledge sharing that support the broader investment dialogue.
• Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellington's Proxy Voting Guidelines.
• Incorporate company engagement history, investment research, governance practices, and market context into voting analysis, feeding back into development of voting guidelines
• Support proxy voting operations, especially during peak proxy season, while helping improve the efficiency and quality of voting workflows.
• Monitor regulatory developments and evolving governance practices across global markets.
• Maintain accurate engagement records and stewardship data to support reporting, measurement, and transparency.
• Leverage data analytics and AI-enabled research tools, where appropriate, to improve the efficiency and quality of proxy voting analysis, engagement capture, and reporting.

What they want

• Analytical acumen and research judgment – The ideal candidate will demonstrate strong analytical skills and the ability to evaluate company disclosures, governance practices, proxy materials, sustainability reporting, and market context to form thoughtful, evidence-based recommendations.
• Comfort working with qualitative and quantitative information and identifying the most decision-useful insights will be essential.
• Stewardship and investment orientation – Successful candidates will bring a strong interest in corporate governance, stewardship, sustainability, and long-term investing.
• The ability to connect stewardship activities to investment relevance, client outcomes, and financially material issues will be important, along with sound judgment in assessing company practices and engagement opportunities.
• Superior communication and collaboration skills – This role requires the ability to communicate complex topics clearly and concisely, both verbally and in writing.
• The Stewardship Analyst will partner closely with investment professionals, stewardship colleagues, and teams across the Investment and Client Platforms, so strong relationship-building skills, humility, and a collaborative orientation are essential.
• Process discipline and continuous improvement mindset – The successful candidate will be highly organized, detail-oriented, and able to manage multiple priorities, particularly during peak proxy season.
• A proactive approach to improving workflows, maintaining high-quality stewardship data, and adopting AI-enabled tools or other technology to enhance research, reporting, and engagement tracking will be highly valued.
• 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.