Analyst, Investment Liaison Proxy Operations

Role Summary

Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.

Responsibilities

• Supports ongoing operational activities associated with portfolio management of firm and client strategies.
• Example activities include but are not limited to: Researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations; generating scheduled and bespoke reporting for internal and external clients; providing operational support for the life cycle of a proxy vote; reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently 
• Uses autonomy in decision-making to ensure operational readiness to support investment management activities globally. 
• Example activities include but are not limited to: Reviewing and processing votes; performing quality control and reconciliation of proprietary and client data; communicating with the Governance teams, globally; opening and maintaining account records at the custodian and proxy vendor; working closely with the proxy vendor to resolve issues 
• Uses discretion to coordinate Governance team responses to ad hoc and recurring quantitative ESG Investing-related data inquiries posed by internal teams, clients, consultants, and prospects. 
• Provides leadership and guidance to teammates, collaborating effectively to achieve departmental goals. 
• Serves as project participant or lead, as required, on investments-initiated and investment operations-directed projects. Develops use cases and testing plans and participates in user acceptance testing to ensure successful outcomes. 
• Maintains accurate and complete procedural documentation for assigned responsibilities, participates in cross-training exercises and provides operational coverage as needed within assigned team. 

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience 
• 4+ years of total relevant work experience 
• Preferred Qualifications 
• Investment management or portfolio management support experience, knowledge or understanding of investment process. 
• Advanced skills in Excel, Adobe, Word and PowerPoint 
• Exceptional analytical and communication skills, attention to detail and diligence 
• Demonstrated ability to identify and mitigate operational, financial and reputational risk.

Preferred:

• Experience with Proxy Voting process and Proxy Voting operations (a plus, but not required) 

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