Dimensional

Financial Services

Analyst,InvestmentStewardship

$76–99k ~AI est. Charlotte, North Carolina, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Analyst, Investment Stewardship at Dimensional. Skills: Investment stewardship, Proxy voting, Portfolio company analysis. Execute proxy voting tasks. Assist with preparation of responses”

What You'll Achieve.

Ensure votes are cast accurately and timely; Ensure best practices are maintained; Ensure clients' objectives are met

Industry & Context.

Financial Services
Problems you'll solve

Process improvements; Automation; Systemization

What They're Looking For.

Must Have

Bachelor's degree, 1-2 years' work experience, Writing skills, Analytical skills, Produce high-quality reports, Compile, manage, and interpret data, Perform in-depth research and analysis, Communicate complex information verbally

Nice to Have

Experience identifying and implementing process improvements, Experience with SQL, Excel skills, Relevant experience in investment stewardship, Portfolio company analysis experience, Proxy voting mechanics experience, Experience in mutual fund industry, Experience in investment management industry, Interest in Stewardship

What You'll Do.

Execute proxy voting tasks

Assist with preparation of responses

Prepare reports and materials

Assist the team in screening

Assist the team in preparing

Assist the team in tracking portfolio company engagements

How You'll Work.

Team & Collaboration

Collaborate closely with several departments; Works closely with a number of stakeholders

Communication Scope

Communicate complex information verbally; Internal and external communication

Full Job Description

### ### **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 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. * Assist the team in screening, preparing, and tracking portfolio company engagements. **Required Qualifications:** * A bachelor’s degree & 1-2 years’ work experience (relevant internships will be taken into account). * Strong writing and analytical 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. * Demonstrated ability to communicate complex information verbally. _

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