Dimensional Fund Advisors · 3 days ago

Analyst, Investment Stewardship

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

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Financial Services

Insider Connection @Dimensional Fund Advisors

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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.

Qualification

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Report WritingData Management WritingAnalytical SkillsPublic SpeakingSQLExcelInvestment StewardshipPortfolio AnalysisProxy Voting MechanicsMutual FundInvestment ManagementProblem-SolvingEfficiencyReliabilityAutomationSystemization

Required

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.

Preferred

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.