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Capital Group · 4 hours ago

Global Stewardship and Engagement Operations Analyst

Los Angeles, CA

Full-time

Onsite

Mid Level

$96K/yr - $154K/yr

3+ years exp

Capital Group is a financial services company that focuses on investment stewardship of clients' assets. The Global Stewardship and Engagement Operations Analyst is responsible for managing proxy voting processes, securities lending operations, and ensuring compliance in governance activities.

Financial Services

Comp. & Benefits

Responsibilities

Execute daily proxy operations, collaborating with custodians, vendors, and internal teams, to ensure that voting decisions on behalf of CG’s clients are transmitted to the market timely and accurately

Daily review of securities lending operations and assist with reporting to key stakeholders

Track, process and monitor documentation required for voting in various markets

Proactively update the team on time critical meetings, impending deadlines and sensitive votes. Escalates issues to leadership, with recommended solutions, as needed

Manage internal Watchlists, ensuring connectivity between upcoming proxy votes, supporting workflow and step out processes

Coordinate new account onboarding and track account changes; updating systems and documentation as needed

Coordinate and review routine and ad hoc client reporting. Independently respond to follow-up questions

Maintain a strong working relationship with vendors in support of daily operations and key business initiatives

Leads the establishment and maintenance of operational workflow protocols to key internal and external partners, including managing processes and procedures. Maintains strong working relationships with key partners across CG to ensure operations, such as new accounts/funds and custodian changes, are updated on critical activities

Maintains and updates Promapp procedures and process documentation

Keeps current with market-specific changes or trends and voting technical knowledge. Distils operational implications to the CG voting process

Participates, and may lead, project execution with key partners across a broad range of operational and occasionally, governance-specific topics, using strong planning, teamwork, and communication skills

Consistently demonstrates a risk awareness mindset, anticipates potential issues, and drives implementation of enhancements to reduce risk and create efficiencies with consideration of market best practices

Partner to deliver the team’s operational training needs, leading training sessions and developing training materials

Identifies opportunities for process improvement

Provides ongoing feedback to leadership on individual or team development opportunities and the team environment

Qualification

Proxy votingSecurities lendingProcess ownershipMicrosoft OfficePower BIAnalytical skillsCommunication skillsAttention to detailTeamworkProblem-solving

Required

You have a minimum of 3 years' work experience (preferably in finance)

You're proficient in MS office suites (particularly Excel) and PowerBI

Fluency in mail merge tools/software is a plus

You've demonstrated interest and the ability to keep abreast of current and emerging best practices and changes to technology

You have effective written and oral communication skills, successfully adapting your approach with a diverse group of associates and senior business leaders

You've implemented processes with high complexity and are accustomed to collaborating in groups to ensure work is completed in a timely manner

You have excellent attention to detail and take pride in completing work with strong accuracy

You've taken initiative by identifying issues and recommending solutions

You've demonstrated awareness of strengths and areas for improvement and seek opportunities for development

You've demonstrated intellectual curiosity and analytical skills when approaching complex problems

You've exercised sound judgment in resolving matters and considered downstream impacts

You have a bachelor's degree